PeopleSoft Navigation Overview
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PeopleSoft: What you need to know!!!
Navigation Tips & Tricks Employee Job Data Employee Job History Employee Personal Information Global and Local Job Codes Departments Org Hierarchy Other Useful Information 8
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Navigation Tips and Tricks
New! Things You Should Know! • Navigate to most common pages
through the Main Menu and then navigating through the folders to the appropriate pages.
• Available folders/pages vary depending on your PeopleSoft access.
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Navigation Tips and Tricks • Searching for an Employee
Advanced Search Page
Search Operators
Basic Search Page
New! Things You Should Know! • New Hires in CAN and US will have an HID instead of EID. • Empl ID field captures Honeywell EID/HID. • Click Include History to see entire historical rows (vs. current row)
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Navigation Tips and Tricks • Setting up Favorites
Use the Favorites link to view / update the list of favorites that have been setup.
Use the Add to Favorites link to establish a new favorite.
New! Things You Should Know! • By setting up favorites, you can easily navigate to the pages you
visit most often.
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Navigation Tips and Tricks • Opening a New Window
- Click New Window to open a duplicate window. - May want to open a new window to reference MRP while still
on the employee’s record.
Doe, Jane E111111
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Locating Employee Job Data
• Employee Job Data is broken into seven tabs: - Work Location - Job Information - Job Labor - Payroll - Salary Plan - Compensation - Incentive Plan
Doe, Jane E111111
Employee Job Data Navigation: Workforce Administration > Job Information > Job Data
New! Things You Should Know! • Department field captures cost center, which
aligns Finance and HR census reporting. • Primary Manager (now called Supervisor ID) is
located on the Job Information tab and is effective dated.
• Manager Roles contains HRG and matrix manager and is now effective dated.
• Link directly to history page with one click
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Locating Employee Job History
• Will open in a new window if you link from the Job Data page
• Click on link to open a new window with the 9.1 history
• Navigate through history tabs to view summary of employees job record.
Employee 8.3 Job Summary Navigation: Workforce Administration > Job Information > Review Job Information > Workforce 8.3 Job Summary
Doe, Jane E111111
Note! Things You Should Know! • This is the only place in PeopleSoft where you can view employee’s historical data prior to the 2014
• The data captured in this summary only captures data prior to PeopleSoft conversion for that region.
• For the US, will display data in old formats from 2001 through the conversion date of Dec 20, 2013.
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Locating Employee Job History
• Navigate through history tabs to view summary of employee’s job record.
• Click on Job Data to take you to the detailed job information.
Doe, Jane E111111
Employee 9.1 Job Summary Navigation: Workforce Administration > Job Information > Review Job Information > Workforce Job Summary
Note! Things You Should Know! • Information captured in this summary will only include data after the PeopleSoft conversion. Example: Will display data from Jan 2013 and after.
• This data is also available in HR Direct.
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Locating Employee Personal Data
• Employee Personal information broken into three tabs: - Biographical Details - Contact Information - Regional
Doe, Jane E111111
JANE DOE
Employee Personal Data Navigation: Workforce Administration > Personal Information > Biographical > Modify a Person
New! Things You Should Know! • National ID will not be visible • Contact Information tab captures the majority of the information related to an employee (address, phone, email).
• The Email Addresses section is used for storing an employee’s business email address only.
• Open the USA flag on the Regional tab to see military status and Ethnic group.
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Locating Global/Local Job Code Data
• Can also view global job code information through the link on Employee Job Data
Global Job Code Navigation: Set Up HRMS > Foundation Tables > Job Attributes > Global Job Code
Local Job Code Navigation: Set Up HRMS > Foundation Tables > Job Attributes > Job Code Table
G11111
00 Leader
LS0000
00 Leader
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Locating Department Data
• Department Data is broken into three tabs: - Department
Profile - Comm Acctg.
And EG Not in Use
- Finance Profile
Global Department Navigation: Set Up HRMS > Foundation Tables > Organization > Departments
New! Things You Should Know! • Department creation is owned by Finance - reach out to your Finance contact for help • Make sure to select the correct SetID – one per SBG (use drop down to select) • Cannot see org hierarchy (SBG > SBU > SBE > SBX > Department) on the department table. • View the hierarchy for an individual employee using the link on the employee job data page. • To locate Hyperion code (also known as HFM Entity), look at Finance Profile tab.
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Locating Org Hierarchy
• Use fields at the top to narrow search.
• Org Structure reflects global organization.
• Departments have only been loaded for Canada and US.
Global Org Hierarchy Navigation: Set Up HRMS > Foundation Tables > Organization > Org Structure View Report
New! Things You Should Know! • Set ID represents the SBG
• SHR01 – Corporate • SHR02 – ACS • SHR03 – AERO • SHR04 – PMT • SHR05 – TS
• Use Effective Date lookup to select the hierarchy you are looking for.
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Other Useful Information
• Locating the Data Dictionary - The Data Dictionary contains a
list of the PeopleSoft fields and the field definitions.
- Continue to use the Global Data Standards website for data options.
• Locating the Market Reference Point - Can search either by
employee or by Global Job Code.
Data Dictionary Navigation: Honeywell Custom > Field Data Dictionary
Market Reference Points Navigation: Honeywell Custom > Compensation > Global Compensation Admin > Global Market Reference Points > Use > Home
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$00,000 $00,000
$00,000 $00,000
$00,000 $00,000
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Where To Go For PeopleSoft Help
• Contact the Global HR Application Support Team -Email: [email protected]
-Phone: 866-328-2430