Table Of Content

PeopleSoft HR 9.1 PeopleBook: Administer Training March 2012 PeopleSoft HR 9.1 PeopleBook: Administer Training SKU hcm91fp2hhat-b0312 Copyright © 1988, 2012, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency- specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. Hazardous Applications Notice This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Third Party Content, Products, and Services Disclaimer This software or hardware and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Contents Preface PeopleSoftHRAdministerTrainingPreface ........................................................................................... xiii PeopleSoftProducts ...................................................................................................................................... xiii PeopleSoftHCMApplicationFundamentals ............................................................................................... xiii PeopleBooksandthePeopleSoftOnlineLibrary ......................................................................................... xiii Chapter 1 GettingStartedwithAdministerTraining .................................................................................................. 1 AdministerTrainingOverview ........................................................................................................................ 1 AdministerTrainingBusinessProcesses ........................................................................................................ 1 AdministerTrainingIntegrations .................................................................................................................... 2 AdministerTrainingImplementation ............................................................................................................. 2 Chapter 2 DefiningTrainingCoursesandPrograms ................................................................................................... 5 UnderstandingCourseandProgramSetup ..................................................................................................... 5 TrainingCourses ....................................................................................................................................... 5 TrainingPrograms .................................................................................................................................... 6 Prerequisites .............................................................................................................................................. 6 SettingUpVendorsandVendorContacts ...................................................................................................... 6 PagesUsedtoSetUpVendorsandVendorContacts ............................................................................... 7 EnteringBasicVendorInformation ......................................................................................................... 7 EnteringVendorAddressesandCostInformation ................................................................................ 10 EnteringVendorContactDetails ........................................................................................................... 10 EnteringVendorContactAddresses ...................................................................................................... 11 SettingUpTrainingEquipment,Materials,andFacilities ........................................................................... 12 PagesUsedtoSetUpTrainingEquipment,Materials,andFacilities .................................................... 13 IdentifyingEquipmentandMaterials ..................................................................................................... 13 EnteringTrainingFacilityAddresses ..................................................................................................... 14 EnteringContactandEquipmentInformation ....................................................................................... 16 TrackingTrainingRoomInformation .................................................................................................... 17 EnteringTrainingFacilityDirections .................................................................................................... 18 SettingUpInstructors ................................................................................................................................... 19 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. iii Contents PagesUsedtoSetUpInstructors ............................................................................................................ 19 AddingInstructors .................................................................................................................................. 20 DefiningCoursesthatanInstructorIsQualifiedtoTeach ..................................................................... 21 ViewingInstructorCompetencies .......................................................................................................... 23 ViewingInstructorAccomplishments .................................................................................................... 23 DefiningCourseCategories .......................................................................................................................... 24 PageUsedtoSetUpCourseCategories ................................................................................................. 25 DefiningCourseCategories ................................................................................................................... 25 SettingUpCourses ....................................................................................................................................... 26 PagesUsedtoSetUpTrainingCourses .................................................................................................. 26 DefiningGeneralCourseInformation .................................................................................................... 27 DefiningInstructorCompetenciesandAccomplishments ..................................................................... 30 SpecifyingCoursePrerequisites ............................................................................................................. 31 DefiningCourseEquipmentandMaterials ............................................................................................ 32 SpecifyingCourseClassification ........................................................................................................... 33 SpecifyingCourseContent,Audience,andAgenda .............................................................................. 34 OrganizingtheCourseCatalog ..................................................................................................................... 35 PageUsedtoOrganizetheCourseCatalog ............................................................................................ 35 ViewingandReorganizingCourses ....................................................................................................... 36 SettingUpTrainingPrograms ....................................................................................................................... 36 PageUsedtoSetUpPrograms ............................................................................................................... 36 CreatingTrainingPrograms ................................................................................................................... 37 SettingUpNoncourseTraining ..................................................................................................................... 38 PageUsedtoSetUpNoncourseTraining ............................................................................................... 38 SettingUpNoncourseTraining ............................................................................................................... 38 (MEX)CreatingTrainingandDevelopmentPlans ....................................................................................... 39 RunningTrainingCourseandTrainingProgramReports ............................................................................ 39 PagesUsedtoRuntheReports ............................................................................................................... 40 Chapter 3 SettingUpTrainingCosts .......................................................................................................................... 43 UnderstandingTrainingCosts ...................................................................................................................... 43 TrainingCostandBudgetSetup ............................................................................................................ 43 TrainingCurrencies ................................................................................................................................ 44 SelectingtheBaseCurrencyforTrainingCosts ........................................................................................... 46 PageUsedtoSelecttheBaseCurrencyforTrainingCosts .................................................................... 47 SpecifyingtheBaseCurrency ................................................................................................................ 47 SettingUpTrainingCostUnits ..................................................................................................................... 48 UnderstandingTrainingCostUnits ......................................................................................................... 48 PageUsedtoModifyTrainingCostUnits ............................................................................................. 49 SpecifyingtheRelationshipBetweentheCostUnitandDurationLabel .............................................. 49 DefiningDefaultTrainingCosts ................................................................................................................... 51 iv Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. Contents UnderstandingDefaultTrainingCosts ................................................................................................... 51 Prerequisites ............................................................................................................................................ 52 PagesUsedtoSetUpDefaultTrainingCosts ......................................................................................... 52 EnteringVendor,Facility,andEquipmentCosts ................................................................................... 53 DefiningtheSourceofDefaultCosts ..................................................................................................... 55 EnteringInstructorCostsandOtherExpenses ....................................................................................... 56 DefiningStudentCosts ................................................................................................................................. 57 UnderstandingStudentCosts ................................................................................................................. 58 PagesUsedtoSetUpStudentCosts ...................................................................................................... 59 IdentifyingtheTrainingCompensationCostbyJob ............................................................................. 59 IdentifyingTrainingCompensationbyEmployee ................................................................................. 60 ProcessingTrainingCostsforaGroup .................................................................................................. 62 DefiningTrainingBudgetPeriodsandDepartmentAllocations .................................................................. 64 UnderstandingBudgetPeriodsandDepartmentAllocations .................................................................. 64 PagesUsedtoSetUpTrainingBudgetPeriodsandDepartmentAllocations ........................................ 65 DefiningBudgetPeriods ........................................................................................................................ 65 AllocatingBudgetstoDepartments ....................................................................................................... 66 Chapter 4 DefiningTrainingRequirements ................................................................................................................ 69 UnderstandingTrainingDemand .................................................................................................................. 69 CommonElementsUsedinThisChapter ............................................................................................... 69 TrainingDemandsandBudgets ............................................................................................................. 70 MethodsofDeterminingTrainingDemand ........................................................................................... 70 DemandProfiles ..................................................................................................................................... 71 DepartmentTrees ................................................................................................................................... 72 CreatingDemandProfiles ............................................................................................................................. 74 UnderstandingDynamicandStaticDemandProfiles ............................................................................. 74 PagesUsedtoSetUpDemandProfiles ................................................................................................. 74 CreatingDynamicProfiles ..................................................................................................................... 75 CreatingStaticProfiles ........................................................................................................................... 77 ViewingSelectionResults ..................................................................................................................... 79 RunningtheProcesstoCreateDemandProfiles ................................................................................... 80 DefiningGeneralDemands ............................................................................................................................ 81 PagesUsedtoDefineGeneralTrainingDemands .................................................................................. 81 DefiningGeneralDemandInformation ................................................................................................. 82 DefiningtheGroupThatNeedsTraining .............................................................................................. 83 SpecifyingaDemandProfile ................................................................................................................. 85 EnteringCountry-SpecificInformationforGlobalDemand ................................................................. 86 DefiningDepartmentalTrainingDemands ................................................................................................... 87 PagesUsedtoDefineDepartmentalTrainingDemands ......................................................................... 88 DefiningtheNumberofEmployeesinaDepartment ............................................................................ 88 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. v Contents DefiningEmployeeTrainingDemandsandDemandbyCourse .................................................................. 90 PagesUsedtoDefineEmployeeTrainingDemandandDemandbyCourse ......................................... 90 SpecifyingCoursesforanEmployee ..................................................................................................... 91 EnteringAdditionalEmployeeDemandDetails .................................................................................... 92 SpecifyingEmployeeDemandbyCourse ............................................................................................. 93 EnteringAdditionalEmployeeDetailsbyCourse ................................................................................. 94 Chapter 5 PlanningTrainingBudgets ........................................................................................................................ 97 UnderstandingtheTrainingBudgetPlanningProcess ................................................................................. 97 CommonElementsUsedinThisChapter ............................................................................................... 97 BudgetScenarios .................................................................................................................................... 98 TheScenarioProcess .............................................................................................................................. 98 CreatingDepartmentScenarios .................................................................................................................. 102 PagesUsedtoCreateDepartmentScenarios ........................................................................................ 103 DevelopingTrainingPlanScenarios .................................................................................................... 103 (FRA)EnteringCountry-SpecificDepartmentInformation ................................................................ 106 ViewingTrainingComponentCosts .................................................................................................... 107 CreatingGlobalScenarios .......................................................................................................................... 108 PagesUsedtoCreateGlobalScenarios ................................................................................................ 108 IncludingandExcludingDepartments,JobCodes,andCompetencies ............................................... 109 WritingSelectionCriteria .................................................................................................................... 112 CreatingScenariosbyCopyingAnExistingScenario ......................................................................... 113 ActivatingScenariosandViewingSummaries ........................................................................................... 115 PagesUsedtoActivateScenariosandViewSummaries ...................................................................... 115 ActivatingScenarios ............................................................................................................................ 116 ViewingCostDetails ........................................................................................................................... 116 ViewingDemandDetails ..................................................................................................................... 117 TrackingTrainingPlans .............................................................................................................................. 118 PagesUsedtoTrackTrainingPlans ..................................................................................................... 118 DefiningDepartmentalViews .............................................................................................................. 118 ReviewingtheCourseList .................................................................................................................... 119 ReviewingTrainingPlans ..................................................................................................................... 120 FreezingBudgets,MovingUnapprovedDemands,andDeletingScenarios .............................................. 121 PagesUsedtoFreezeBudgets,MoveUnapprovedDemands,andDeleteScenarios ........................... 121 FreezingBudgetPeriods ...................................................................................................................... 122 MovingUnapprovedDemandstotheNextPeriod .............................................................................. 122 DeletingObsoleteScenarios ................................................................................................................ 123 RunningBudgetTrainingReports .............................................................................................................. 124 PagesUsedtoRunBudgetTrainingReports ........................................................................................ 125 vi Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 6 AdministeringCourseSessions ................................................................................................................ 127 UnderstandingCourseSessions ................................................................................................................... 127 CommonElementsUsedinThisChapter ............................................................................................. 127 CutSessions .......................................................................................................................................... 127 PlanningandSettingUpCourseSessions .................................................................................................. 128 PagesUsedtoPlanandSetUpCourseSessions .................................................................................. 128 PlanningNewCourseSessions ............................................................................................................ 130 ViewingInstructorSchedules .............................................................................................................. 132 SettingUpGeneralSessionInformation .............................................................................................. 132 SettingUpSessionLocationsandInstructors ...................................................................................... 134 ViewingandUpdatingSessionAddressandContactDetails .............................................................. 135 ChoosingTrainingRooms ................................................................................................................... 136 ChoosingInstructors ............................................................................................................................ 137 SpecifyingRequiredEquipmentandMaterials ................................................................................... 138 ViewingAvailableEquipmentandMaterials ...................................................................................... 139 DefiningMiscellaneousSessionExpenses .......................................................................................... 139 ViewingSessionDetails ....................................................................................................................... 140 SettingUpCourseSessionCosts ............................................................................................................... 141 PagesUsedtoSetUpCourseSessionCosts ......................................................................................... 141 EnteringVendorCostsforaCourseSession ....................................................................................... 142 SettingUpSessionCostsThatAreAssociatedwiththeFacilityandInstructor ................................. 144 RecordingCostsThatAreAssociatedwithRequiredEquipment ....................................................... 147 RecordingCostsThatAreAssociatedwithCourseSessionExpenses ................................................ 148 ClosingCompletedorCanceledSessions ................................................................................................... 150 RecordingStudentFeedback ...................................................................................................................... 151 PagesUsedtoRecordStudentFeedback .............................................................................................. 151 RecordingGeneralStudentFeedbackonCourseSessions .................................................................. 152 (USF)EnteringIndividualTrainingEvaluations ................................................................................. 154 RecordingSpecificEmployeeFeedback .............................................................................................. 155 RunningCourseSessionReports ................................................................................................................ 156 PagesUsedtoRunCourseSessionReports .......................................................................................... 156 Chapter 7 EnrollingandWait-ListingStudents ...................................................................................................... 159 UnderstandingStudentEnrollmentOptions ............................................................................................... 159 CommonElementsUsedinThisChapter ............................................................................................. 159 EnrollmentMethods .............................................................................................................................. 160 GeneratingStudentFormLetters ................................................................................................................ 160 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. vii Contents PageUsedtoGenerateStudentFormLetters ....................................................................................... 160 ProducingTrainingLetters ................................................................................................................... 160 RunningtheTrainingLettersReport ................................................................................................... 161 EnrollingStudentsManually ...................................................................................................................... 163 PagesUsedtoEnrollStudentsManually .............................................................................................. 164 EnrollingIndividualStudents ............................................................................................................... 164 EnrollingStudentsbyDepartmentDemand ............................................................................................... 169 PagesUsedtoEnrollStudentsbyDepartmentDemand ....................................................................... 170 EnrollingStudentsbyDepartment ....................................................................................................... 170 ViewingSubscribedEmployees ........................................................................................................... 173 EnrollingbyEmployeeDemand ................................................................................................................. 173 PagesUsedtoEnrollbyEmployeeDemand ........................................................................................ 174 SpecifyingEmployeeDemand .............................................................................................................. 174 EnrollingStudentsbyGroup ...................................................................................................................... 175 PagesUsedtoEnrollStudentsbyGroup .............................................................................................. 176 EnrollingorWait-ListingGroupMembers .......................................................................................... 176 ViewingSubscribedEmployees ........................................................................................................... 179 ManagingWaitingLists .............................................................................................................................. 181 PagesUsedtoManageWaitingLists .................................................................................................... 181 AddingStudentstoWaitingLists ........................................................................................................ 181 EnrollingStudentsAutomatically ........................................................................................................ 182 MovingStudentsBetweenCourseSessions ............................................................................................... 184 PageUsedtoMoveStudentsBetweenCourseSessions ....................................................................... 184 MovingStudentsBetweenSessions ..................................................................................................... 184 RunningEnrollmentandWaitingListReports .......................................................................................... 185 PagesUsedtoRunEnrollmentandWaitingListReports .................................................................... 186 Chapter 8 TrackingStudentTraining ....................................................................................................................... 187 UnderstandingTracking .............................................................................................................................. 187 MaintainingStudentTrainingData ............................................................................................................ 187 PagesUsedtoMaintainStudentTrainingData .................................................................................... 188 EnteringorReviewingStudentandCourseInformation ..................................................................... 188 LinkingaStudent'sCourseInformationtoaDemandID .................................................................... 191 EnteringTrainingHoursDetails ........................................................................................................... 194 SearchingforCompetencyTraining ..................................................................................................... 198 (USF)TrackingFederalTrainingRequests ................................................................................................ 198 PageUsedtoTrackTrainingRequests ................................................................................................. 199 TrackingandReviewingRequestedCourses ....................................................................................... 199 ReviewingTraining-RelatedEmployeeData ............................................................................................. 200 RunningStudentTrainingReports ............................................................................................................. 200 PagesUsedtoRunStudentTrainingReports ....................................................................................... 200 viii Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 9 TrackingTrainingCosts .......................................................................................................................... 201 UnderstandingTrainingCostTracking ....................................................................................................... 201 CommonElementsUsedinThisChapter ............................................................................................. 201 StudentReimbursementProcessing ..................................................................................................... 202 DefiningandTrackingReimbursableTuitionExpenses ............................................................................ 202 PagesUsedtoDefineandTrackReimbursableExpenses .................................................................... 202 DefiningReimbursableExpensesandPercentages .............................................................................. 203 TrackingStudentReimbursements ...................................................................................................... 204 CalculatingandMaintainingStudentCosts ................................................................................................ 206 PagesUsedtoCalculateandTrackStudentCosts ................................................................................ 207 RunningtheComputeStudentCostsProcess ...................................................................................... 208 (FRA)ReviewingandUpdatingVendorCosts .................................................................................... 210 (FRA)UpdatingandMaintainingFacilityCosts .................................................................................. 212 (FRA)UpdatingandMaintainingEquipmentCosts ............................................................................. 212 (FRA)UpdatingTrainingCostDataImportedfromLearningManagement .............................................. 213 PageUsedtoPurgeDeletedELMCostData ........................................................................................ 213 UpdatingActualTrainingCosts ................................................................................................................. 213 PageUsedtoRuntheUpdatePlannedandRealCostProcess ............................................................. 214 RunningtheUpdatePlannedandRealCostProcess ........................................................................... 214 ReviewingTrainingCosts ........................................................................................................................... 215 PagesUsedtoReviewTrainingCosts .................................................................................................. 215 ReviewingBudgetedCosts .................................................................................................................. 216 ReviewingUnbudgetedCosts .............................................................................................................. 217 ComparingBudgetedCoststoActualCosts ........................................................................................ 217 (FRA)ReviewingEmployeeSessionCosts ............................................................................................... 221 PageUsedtoReviewEmployeeSessionCosts .................................................................................... 222 ViewingEmployeeCourseSessionCosts ........................................................................................... 222 Chapter 10 (DEU)TrackingProfessionalEducationalProgramsforGermanEmployees .................................... 225 UnderstandingGermanInternalEducationalTrainingPrograms ............................................................... 225 SettingUpTrainingPlansandTrackingEmployeeProgress ..................................................................... 225 PagesUsedtoIdentifySteps,GroupSteps,andTrackEmployeeProgress ........................................ 226 IdentifyingtheStepsforaTrainingPlan ............................................................................................. 226 GroupingtheStepsintoaTrainingPlan .............................................................................................. 227 EnrollingaPersonintoaTrainingPlan ................................................................................................ 228 TrackingEmployeeProgress ............................................................................................................... 229 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. ix Contents Chapter 11 (ESP)ManagingTripartiteFoundationCommunications .................................................................... 231 UnderstandingTripartiteFoundationCommunicationsManagement ......................................................... 231 DeliveredXMLNodesforTripartiteFoundationReporting ................................................................ 232 DeliveredXMLTemplatesforTripartiteFoundationReporting .......................................................... 232 DefiningTripartiteFoundationData ............................................................................................................ 232 UnderstandingTripartiteFoundationData ........................................................................................... 233 PagesUsedtoDefineTripartiteFoundationData ................................................................................ 233 DefiningReductionPercentages ........................................................................................................... 233 DefiningMaximumBonusAmounts .................................................................................................... 234 DefiningPrivateContributionPercentages ........................................................................................... 235 DefiningTripartiteFoundationCourseandSessionData ........................................................................... 236 PagesUsedtoDefineTripartiteFoundationCourseandSessionData ................................................ 237 DefineTrainingActionsandGroupsESP ............................................................................................ 237 DefiningSessionData ........................................................................................................................... 238 DefiningPresentialTrainingDetails ..................................................................................................... 240 DefiningLongDistanceTrainingDetails ............................................................................................. 241 DefiningInternetTrainingDetails ........................................................................................................ 242 DefiningTrainingCosts ........................................................................................................................ 243 CalculatingTripartiteFoundationTrainingCredit ...................................................................................... 244 PageUsedtoCalculateTripartiteFoundationTrainingCredit ............................................................. 244 CalculateTrainingCreditforCompanies ............................................................................................. 245 SettingUpEmployeesforTripartiteFoundationReporting ........................................................................ 246 PagesUsedtoDefineTripartiteFoundationEmployeeData ............................................................... 247 DefineEmployeeData .......................................................................................................................... 247 EnrollingEmployeesinTrainingSessions ........................................................................................... 248 GeneratingTripartiteFoundationXMLFiles .............................................................................................. 248 PagesUsedtoGenerateTripartiteFoundationXMLFiles ................................................................... 249 CreatingXMLFileIDs ......................................................................................................................... 249 SelectingCoursesforXMLFileIDs ..................................................................................................... 250 PrintingTripartiteXMLFiles ............................................................................................................... 250 ConfirmingTripartiteXMLFiles ......................................................................................................... 251 DeletingTripartiteXMLFiles .............................................................................................................. 252 Chapter 12 (FRA)IntegratingwithApplications ....................................................................................................... 255 UnderstandingIntegrationwithApplications .............................................................................................. 255 StatutoryRequirementsoftheMay4TrainingLaw ............................................................................. 255 TrackingandProcessingTrainingDataUsingAdministerTrainingandGlobalPayroll ..................... 256 x Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.

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PeopleSoft HR 9.1 PeopleBook: Administer Training March 2012 PeopleSoft HR 9.1 PeopleBook: Administer Training SKU hcm91fp2hhat-b0312 Copyright © 1988, 2012, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency- specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. Hazardous Applications Notice This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Third Party Content, Products, and Services Disclaimer This software or hardware and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Contents Preface PeopleSoftHRAdministerTrainingPreface ........................................................................................... xiii PeopleSoftProducts ...................................................................................................................................... xiii PeopleSoftHCMApplicationFundamentals ............................................................................................... xiii PeopleBooksandthePeopleSoftOnlineLibrary ......................................................................................... xiii Chapter 1 GettingStartedwithAdministerTraining .................................................................................................. 1 AdministerTrainingOverview ........................................................................................................................ 1 AdministerTrainingBusinessProcesses ........................................................................................................ 1 AdministerTrainingIntegrations .................................................................................................................... 2 AdministerTrainingImplementation ............................................................................................................. 2 Chapter 2 DefiningTrainingCoursesandPrograms ................................................................................................... 5 UnderstandingCourseandProgramSetup ..................................................................................................... 5 TrainingCourses ....................................................................................................................................... 5 TrainingPrograms .................................................................................................................................... 6 Prerequisites .............................................................................................................................................. 6 SettingUpVendorsandVendorContacts ...................................................................................................... 6 PagesUsedtoSetUpVendorsandVendorContacts ............................................................................... 7 EnteringBasicVendorInformation ......................................................................................................... 7 EnteringVendorAddressesandCostInformation ................................................................................ 10 EnteringVendorContactDetails ........................................................................................................... 10 EnteringVendorContactAddresses ...................................................................................................... 11 SettingUpTrainingEquipment,Materials,andFacilities ........................................................................... 12 PagesUsedtoSetUpTrainingEquipment,Materials,andFacilities .................................................... 13 IdentifyingEquipmentandMaterials ..................................................................................................... 13 EnteringTrainingFacilityAddresses ..................................................................................................... 14 EnteringContactandEquipmentInformation ....................................................................................... 16 TrackingTrainingRoomInformation .................................................................................................... 17 EnteringTrainingFacilityDirections .................................................................................................... 18 SettingUpInstructors ................................................................................................................................... 19 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. iii Contents PagesUsedtoSetUpInstructors ............................................................................................................ 19 AddingInstructors .................................................................................................................................. 20 DefiningCoursesthatanInstructorIsQualifiedtoTeach ..................................................................... 21 ViewingInstructorCompetencies .......................................................................................................... 23 ViewingInstructorAccomplishments .................................................................................................... 23 DefiningCourseCategories .......................................................................................................................... 24 PageUsedtoSetUpCourseCategories ................................................................................................. 25 DefiningCourseCategories ................................................................................................................... 25 SettingUpCourses ....................................................................................................................................... 26 PagesUsedtoSetUpTrainingCourses .................................................................................................. 26 DefiningGeneralCourseInformation .................................................................................................... 27 DefiningInstructorCompetenciesandAccomplishments ..................................................................... 30 SpecifyingCoursePrerequisites ............................................................................................................. 31 DefiningCourseEquipmentandMaterials ............................................................................................ 32 SpecifyingCourseClassification ........................................................................................................... 33 SpecifyingCourseContent,Audience,andAgenda .............................................................................. 34 OrganizingtheCourseCatalog ..................................................................................................................... 35 PageUsedtoOrganizetheCourseCatalog ............................................................................................ 35 ViewingandReorganizingCourses ....................................................................................................... 36 SettingUpTrainingPrograms ....................................................................................................................... 36 PageUsedtoSetUpPrograms ............................................................................................................... 36 CreatingTrainingPrograms ................................................................................................................... 37 SettingUpNoncourseTraining ..................................................................................................................... 38 PageUsedtoSetUpNoncourseTraining ............................................................................................... 38 SettingUpNoncourseTraining ............................................................................................................... 38 (MEX)CreatingTrainingandDevelopmentPlans ....................................................................................... 39 RunningTrainingCourseandTrainingProgramReports ............................................................................ 39 PagesUsedtoRuntheReports ............................................................................................................... 40 Chapter 3 SettingUpTrainingCosts .......................................................................................................................... 43 UnderstandingTrainingCosts ...................................................................................................................... 43 TrainingCostandBudgetSetup ............................................................................................................ 43 TrainingCurrencies ................................................................................................................................ 44 SelectingtheBaseCurrencyforTrainingCosts ........................................................................................... 46 PageUsedtoSelecttheBaseCurrencyforTrainingCosts .................................................................... 47 SpecifyingtheBaseCurrency ................................................................................................................ 47 SettingUpTrainingCostUnits ..................................................................................................................... 48 UnderstandingTrainingCostUnits ......................................................................................................... 48 PageUsedtoModifyTrainingCostUnits ............................................................................................. 49 SpecifyingtheRelationshipBetweentheCostUnitandDurationLabel .............................................. 49 DefiningDefaultTrainingCosts ................................................................................................................... 51 iv Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. Contents UnderstandingDefaultTrainingCosts ................................................................................................... 51 Prerequisites ............................................................................................................................................ 52 PagesUsedtoSetUpDefaultTrainingCosts ......................................................................................... 52 EnteringVendor,Facility,andEquipmentCosts ................................................................................... 53 DefiningtheSourceofDefaultCosts ..................................................................................................... 55 EnteringInstructorCostsandOtherExpenses ....................................................................................... 56 DefiningStudentCosts ................................................................................................................................. 57 UnderstandingStudentCosts ................................................................................................................. 58 PagesUsedtoSetUpStudentCosts ...................................................................................................... 59 IdentifyingtheTrainingCompensationCostbyJob ............................................................................. 59 IdentifyingTrainingCompensationbyEmployee ................................................................................. 60 ProcessingTrainingCostsforaGroup .................................................................................................. 62 DefiningTrainingBudgetPeriodsandDepartmentAllocations .................................................................. 64 UnderstandingBudgetPeriodsandDepartmentAllocations .................................................................. 64 PagesUsedtoSetUpTrainingBudgetPeriodsandDepartmentAllocations ........................................ 65 DefiningBudgetPeriods ........................................................................................................................ 65 AllocatingBudgetstoDepartments ....................................................................................................... 66 Chapter 4 DefiningTrainingRequirements ................................................................................................................ 69 UnderstandingTrainingDemand .................................................................................................................. 69 CommonElementsUsedinThisChapter ............................................................................................... 69 TrainingDemandsandBudgets ............................................................................................................. 70 MethodsofDeterminingTrainingDemand ........................................................................................... 70 DemandProfiles ..................................................................................................................................... 71 DepartmentTrees ................................................................................................................................... 72 CreatingDemandProfiles ............................................................................................................................. 74 UnderstandingDynamicandStaticDemandProfiles ............................................................................. 74 PagesUsedtoSetUpDemandProfiles ................................................................................................. 74 CreatingDynamicProfiles ..................................................................................................................... 75 CreatingStaticProfiles ........................................................................................................................... 77 ViewingSelectionResults ..................................................................................................................... 79 RunningtheProcesstoCreateDemandProfiles ................................................................................... 80 DefiningGeneralDemands ............................................................................................................................ 81 PagesUsedtoDefineGeneralTrainingDemands .................................................................................. 81 DefiningGeneralDemandInformation ................................................................................................. 82 DefiningtheGroupThatNeedsTraining .............................................................................................. 83 SpecifyingaDemandProfile ................................................................................................................. 85 EnteringCountry-SpecificInformationforGlobalDemand ................................................................. 86 DefiningDepartmentalTrainingDemands ................................................................................................... 87 PagesUsedtoDefineDepartmentalTrainingDemands ......................................................................... 88 DefiningtheNumberofEmployeesinaDepartment ............................................................................ 88 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. v Contents DefiningEmployeeTrainingDemandsandDemandbyCourse .................................................................. 90 PagesUsedtoDefineEmployeeTrainingDemandandDemandbyCourse ......................................... 90 SpecifyingCoursesforanEmployee ..................................................................................................... 91 EnteringAdditionalEmployeeDemandDetails .................................................................................... 92 SpecifyingEmployeeDemandbyCourse ............................................................................................. 93 EnteringAdditionalEmployeeDetailsbyCourse ................................................................................. 94 Chapter 5 PlanningTrainingBudgets ........................................................................................................................ 97 UnderstandingtheTrainingBudgetPlanningProcess ................................................................................. 97 CommonElementsUsedinThisChapter ............................................................................................... 97 BudgetScenarios .................................................................................................................................... 98 TheScenarioProcess .............................................................................................................................. 98 CreatingDepartmentScenarios .................................................................................................................. 102 PagesUsedtoCreateDepartmentScenarios ........................................................................................ 103 DevelopingTrainingPlanScenarios .................................................................................................... 103 (FRA)EnteringCountry-SpecificDepartmentInformation ................................................................ 106 ViewingTrainingComponentCosts .................................................................................................... 107 CreatingGlobalScenarios .......................................................................................................................... 108 PagesUsedtoCreateGlobalScenarios ................................................................................................ 108 IncludingandExcludingDepartments,JobCodes,andCompetencies ............................................... 109 WritingSelectionCriteria .................................................................................................................... 112 CreatingScenariosbyCopyingAnExistingScenario ......................................................................... 113 ActivatingScenariosandViewingSummaries ........................................................................................... 115 PagesUsedtoActivateScenariosandViewSummaries ...................................................................... 115 ActivatingScenarios ............................................................................................................................ 116 ViewingCostDetails ........................................................................................................................... 116 ViewingDemandDetails ..................................................................................................................... 117 TrackingTrainingPlans .............................................................................................................................. 118 PagesUsedtoTrackTrainingPlans ..................................................................................................... 118 DefiningDepartmentalViews .............................................................................................................. 118 ReviewingtheCourseList .................................................................................................................... 119 ReviewingTrainingPlans ..................................................................................................................... 120 FreezingBudgets,MovingUnapprovedDemands,andDeletingScenarios .............................................. 121 PagesUsedtoFreezeBudgets,MoveUnapprovedDemands,andDeleteScenarios ........................... 121 FreezingBudgetPeriods ...................................................................................................................... 122 MovingUnapprovedDemandstotheNextPeriod .............................................................................. 122 DeletingObsoleteScenarios ................................................................................................................ 123 RunningBudgetTrainingReports .............................................................................................................. 124 PagesUsedtoRunBudgetTrainingReports ........................................................................................ 125 vi Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 6 AdministeringCourseSessions ................................................................................................................ 127 UnderstandingCourseSessions ................................................................................................................... 127 CommonElementsUsedinThisChapter ............................................................................................. 127 CutSessions .......................................................................................................................................... 127 PlanningandSettingUpCourseSessions .................................................................................................. 128 PagesUsedtoPlanandSetUpCourseSessions .................................................................................. 128 PlanningNewCourseSessions ............................................................................................................ 130 ViewingInstructorSchedules .............................................................................................................. 132 SettingUpGeneralSessionInformation .............................................................................................. 132 SettingUpSessionLocationsandInstructors ...................................................................................... 134 ViewingandUpdatingSessionAddressandContactDetails .............................................................. 135 ChoosingTrainingRooms ................................................................................................................... 136 ChoosingInstructors ............................................................................................................................ 137 SpecifyingRequiredEquipmentandMaterials ................................................................................... 138 ViewingAvailableEquipmentandMaterials ...................................................................................... 139 DefiningMiscellaneousSessionExpenses .......................................................................................... 139 ViewingSessionDetails ....................................................................................................................... 140 SettingUpCourseSessionCosts ............................................................................................................... 141 PagesUsedtoSetUpCourseSessionCosts ......................................................................................... 141 EnteringVendorCostsforaCourseSession ....................................................................................... 142 SettingUpSessionCostsThatAreAssociatedwiththeFacilityandInstructor ................................. 144 RecordingCostsThatAreAssociatedwithRequiredEquipment ....................................................... 147 RecordingCostsThatAreAssociatedwithCourseSessionExpenses ................................................ 148 ClosingCompletedorCanceledSessions ................................................................................................... 150 RecordingStudentFeedback ...................................................................................................................... 151 PagesUsedtoRecordStudentFeedback .............................................................................................. 151 RecordingGeneralStudentFeedbackonCourseSessions .................................................................. 152 (USF)EnteringIndividualTrainingEvaluations ................................................................................. 154 RecordingSpecificEmployeeFeedback .............................................................................................. 155 RunningCourseSessionReports ................................................................................................................ 156 PagesUsedtoRunCourseSessionReports .......................................................................................... 156 Chapter 7 EnrollingandWait-ListingStudents ...................................................................................................... 159 UnderstandingStudentEnrollmentOptions ............................................................................................... 159 CommonElementsUsedinThisChapter ............................................................................................. 159 EnrollmentMethods .............................................................................................................................. 160 GeneratingStudentFormLetters ................................................................................................................ 160 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. vii Contents PageUsedtoGenerateStudentFormLetters ....................................................................................... 160 ProducingTrainingLetters ................................................................................................................... 160 RunningtheTrainingLettersReport ................................................................................................... 161 EnrollingStudentsManually ...................................................................................................................... 163 PagesUsedtoEnrollStudentsManually .............................................................................................. 164 EnrollingIndividualStudents ............................................................................................................... 164 EnrollingStudentsbyDepartmentDemand ............................................................................................... 169 PagesUsedtoEnrollStudentsbyDepartmentDemand ....................................................................... 170 EnrollingStudentsbyDepartment ....................................................................................................... 170 ViewingSubscribedEmployees ........................................................................................................... 173 EnrollingbyEmployeeDemand ................................................................................................................. 173 PagesUsedtoEnrollbyEmployeeDemand ........................................................................................ 174 SpecifyingEmployeeDemand .............................................................................................................. 174 EnrollingStudentsbyGroup ...................................................................................................................... 175 PagesUsedtoEnrollStudentsbyGroup .............................................................................................. 176 EnrollingorWait-ListingGroupMembers .......................................................................................... 176 ViewingSubscribedEmployees ........................................................................................................... 179 ManagingWaitingLists .............................................................................................................................. 181 PagesUsedtoManageWaitingLists .................................................................................................... 181 AddingStudentstoWaitingLists ........................................................................................................ 181 EnrollingStudentsAutomatically ........................................................................................................ 182 MovingStudentsBetweenCourseSessions ............................................................................................... 184 PageUsedtoMoveStudentsBetweenCourseSessions ....................................................................... 184 MovingStudentsBetweenSessions ..................................................................................................... 184 RunningEnrollmentandWaitingListReports .......................................................................................... 185 PagesUsedtoRunEnrollmentandWaitingListReports .................................................................... 186 Chapter 8 TrackingStudentTraining ....................................................................................................................... 187 UnderstandingTracking .............................................................................................................................. 187 MaintainingStudentTrainingData ............................................................................................................ 187 PagesUsedtoMaintainStudentTrainingData .................................................................................... 188 EnteringorReviewingStudentandCourseInformation ..................................................................... 188 LinkingaStudent'sCourseInformationtoaDemandID .................................................................... 191 EnteringTrainingHoursDetails ........................................................................................................... 194 SearchingforCompetencyTraining ..................................................................................................... 198 (USF)TrackingFederalTrainingRequests ................................................................................................ 198 PageUsedtoTrackTrainingRequests ................................................................................................. 199 TrackingandReviewingRequestedCourses ....................................................................................... 199 ReviewingTraining-RelatedEmployeeData ............................................................................................. 200 RunningStudentTrainingReports ............................................................................................................. 200 PagesUsedtoRunStudentTrainingReports ....................................................................................... 200 viii Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 9 TrackingTrainingCosts .......................................................................................................................... 201 UnderstandingTrainingCostTracking ....................................................................................................... 201 CommonElementsUsedinThisChapter ............................................................................................. 201 StudentReimbursementProcessing ..................................................................................................... 202 DefiningandTrackingReimbursableTuitionExpenses ............................................................................ 202 PagesUsedtoDefineandTrackReimbursableExpenses .................................................................... 202 DefiningReimbursableExpensesandPercentages .............................................................................. 203 TrackingStudentReimbursements ...................................................................................................... 204 CalculatingandMaintainingStudentCosts ................................................................................................ 206 PagesUsedtoCalculateandTrackStudentCosts ................................................................................ 207 RunningtheComputeStudentCostsProcess ...................................................................................... 208 (FRA)ReviewingandUpdatingVendorCosts .................................................................................... 210 (FRA)UpdatingandMaintainingFacilityCosts .................................................................................. 212 (FRA)UpdatingandMaintainingEquipmentCosts ............................................................................. 212 (FRA)UpdatingTrainingCostDataImportedfromLearningManagement .............................................. 213 PageUsedtoPurgeDeletedELMCostData ........................................................................................ 213 UpdatingActualTrainingCosts ................................................................................................................. 213 PageUsedtoRuntheUpdatePlannedandRealCostProcess ............................................................. 214 RunningtheUpdatePlannedandRealCostProcess ........................................................................... 214 ReviewingTrainingCosts ........................................................................................................................... 215 PagesUsedtoReviewTrainingCosts .................................................................................................. 215 ReviewingBudgetedCosts .................................................................................................................. 216 ReviewingUnbudgetedCosts .............................................................................................................. 217 ComparingBudgetedCoststoActualCosts ........................................................................................ 217 (FRA)ReviewingEmployeeSessionCosts ............................................................................................... 221 PageUsedtoReviewEmployeeSessionCosts .................................................................................... 222 ViewingEmployeeCourseSessionCosts ........................................................................................... 222 Chapter 10 (DEU)TrackingProfessionalEducationalProgramsforGermanEmployees .................................... 225 UnderstandingGermanInternalEducationalTrainingPrograms ............................................................... 225 SettingUpTrainingPlansandTrackingEmployeeProgress ..................................................................... 225 PagesUsedtoIdentifySteps,GroupSteps,andTrackEmployeeProgress ........................................ 226 IdentifyingtheStepsforaTrainingPlan ............................................................................................. 226 GroupingtheStepsintoaTrainingPlan .............................................................................................. 227 EnrollingaPersonintoaTrainingPlan ................................................................................................ 228 TrackingEmployeeProgress ............................................................................................................... 229 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. ix Contents Chapter 11 (ESP)ManagingTripartiteFoundationCommunications .................................................................... 231 UnderstandingTripartiteFoundationCommunicationsManagement ......................................................... 231 DeliveredXMLNodesforTripartiteFoundationReporting ................................................................ 232 DeliveredXMLTemplatesforTripartiteFoundationReporting .......................................................... 232 DefiningTripartiteFoundationData ............................................................................................................ 232 UnderstandingTripartiteFoundationData ........................................................................................... 233 PagesUsedtoDefineTripartiteFoundationData ................................................................................ 233 DefiningReductionPercentages ........................................................................................................... 233 DefiningMaximumBonusAmounts .................................................................................................... 234 DefiningPrivateContributionPercentages ........................................................................................... 235 DefiningTripartiteFoundationCourseandSessionData ........................................................................... 236 PagesUsedtoDefineTripartiteFoundationCourseandSessionData ................................................ 237 DefineTrainingActionsandGroupsESP ............................................................................................ 237 DefiningSessionData ........................................................................................................................... 238 DefiningPresentialTrainingDetails ..................................................................................................... 240 DefiningLongDistanceTrainingDetails ............................................................................................. 241 DefiningInternetTrainingDetails ........................................................................................................ 242 DefiningTrainingCosts ........................................................................................................................ 243 CalculatingTripartiteFoundationTrainingCredit ...................................................................................... 244 PageUsedtoCalculateTripartiteFoundationTrainingCredit ............................................................. 244 CalculateTrainingCreditforCompanies ............................................................................................. 245 SettingUpEmployeesforTripartiteFoundationReporting ........................................................................ 246 PagesUsedtoDefineTripartiteFoundationEmployeeData ............................................................... 247 DefineEmployeeData .......................................................................................................................... 247 EnrollingEmployeesinTrainingSessions ........................................................................................... 248 GeneratingTripartiteFoundationXMLFiles .............................................................................................. 248 PagesUsedtoGenerateTripartiteFoundationXMLFiles ................................................................... 249 CreatingXMLFileIDs ......................................................................................................................... 249 SelectingCoursesforXMLFileIDs ..................................................................................................... 250 PrintingTripartiteXMLFiles ............................................................................................................... 250 ConfirmingTripartiteXMLFiles ......................................................................................................... 251 DeletingTripartiteXMLFiles .............................................................................................................. 252 Chapter 12 (FRA)IntegratingwithApplications ....................................................................................................... 255 UnderstandingIntegrationwithApplications .............................................................................................. 255 StatutoryRequirementsoftheMay4TrainingLaw ............................................................................. 255 TrackingandProcessingTrainingDataUsingAdministerTrainingandGlobalPayroll ..................... 256 x Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.

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This software and related documentation are provided under a license agreement containing restrictions on use and PeopleSoft HR Administer Training Preface . Running Training Course and Training Program Reports .
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