Smart Hire Template

PeopleSoft Customization : New Feature & Guide Line to Create Smart HR Template , PS 9.
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Template , PS 9.2
Publish On June 3, 2014 In PeopleSoft Customization
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mart HR templates are a simplified and streamlined approach to completing various
transaction processes, such as hiring, updating a persons personal or job data, or managing
a persons profile data.
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using on Project ?
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Prior PeopleSoft 9.2 by using template based hire (Smart HR Template) end users can hire an
employee but PeopleSoft 9.2 introduced some new functionality, by using it end users can hire,
rehire, change an employees Job & personal data information or change an employees profile
information.
Below is the new components introduced in PeopleSoft-9.2 (marked in bold).

Components in PeopleSoft 9.1
Create Template Record/Field
Template Section
Template Creation
Copy Template
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Template Category Table
Components in PeopleSoft 9.2

Create Template Record/Field
Template Section
Template Transaction Type

Template Creation
Copy Template
Template Category Table
Copy Template Transaction Type
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PeopleSoft 9.2 introduced Template Transaction Type to enhance the Smart HR
functionality. Use this component to define transaction type (Hire/Rehire, Change Job Data,
Change Personal Data etc) for the Smart HR Template. Apart from the delivered transaction
type we can create our own custom transaction type.
The Delivered Transaction Types are:
HIRE: Hire/Rehire.
HIREJPM: Hire/Rehire and Profile Data.

HIREUSF: U. S. Federal Hire/Rehire.
JOB: Change Job Data.
JOBJPM: Change Job and Profile Data.

JPM: Change Profile Data.
PERSJOBJPM: Change Personal, Job and Profile Data.

PERSON: Change Personal Data.
PERSONJOB: Change Personal and Job Data.
PERSONJPM: Change Personal and Profile Data.
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Select Month
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In this example we will create a Smart HR Template; by using it End User (HR) can update
employees Job Information (Department ID, Location, or Job Code)
Step-1 Create or Use Template Record/Field

In this example we will not create any new Template Record / Field. We will create delivered
records NAMES_01 and JOB. We can also add Record Alias into these existing records.
Note: Using name of the Record Alias Smart HR will identify the original record.
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In this example we will create two new template sections one for employees name and other
for Employees Job Information.
Template Section for Employees Name:
Note: Select Name for section type as this section is for employees name, and select section
type value. We can also use delivered section validation app class to validate the values given
by end user.
Template Section for Employees Job Information:
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Delivered Section for Job Compensation:
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Step-3 Add Template Section(s) to Template Transaction Type:

As we will change the employees job information using this template, so we will choose
Change Job Data transaction type.
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Step-4 Create a Template:
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Note:
Choose Transaction Type = Change Job Data
Checked all check boxes under general options group box.
Configure fields under Search Page Configuration Tab similar to the above snap.
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Add the custom sections which we have created earlier. Select section type Tabular and choose
a page number. It indicating which section belongs in which page.
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Select Search Parameter and Search Result Code. Finally save the component.
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Open Smart HR Transaction Component using the following navigation.
Main Menu > Workforce Administration > Smart HR Template > Smart HR Transactions
After choosing template type and create template values , click Create Template Button.
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Put and EMPLID, Effective Date & Reason Code similar to the above snap and click Continue
button.
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button.
System retrieved the above persons informations as we have enabled the Search/Match
functionality when we have created the template. Click Select button for the Employee which
we have given.
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Before Transaction:
After Transaction:
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PeopleSoft Customization : New Feature & Guide Line to Create Smart HR Template , PS 9.

Tips for Those Who Want to Learn

Evaluate your competence around various PeopleSoft Skills

PeopleSoft Meta Data SQL

PeopleSoft Difference Between

Evaluate your competence around various PeopleSoft Skills

Publish On June 3, 2014 In PeopleSoft Customization

Create A Simple AWE PeopleSoft Part

Generate Excel Report From PeopleSoft

Create A Simple AWE PeopleSoft

Create A Simple AWE PeopleSoft Part

Install PeopleSoft Virtual Machine with

Evaluate your competence around various PeopleSoft Skills

a persons profile data.

Which PeopleTools Version currently you are

Evaluate your competence around various PeopleSoft Skills

Below is the new components introduced in PeopleSoft-9.2 (marked in bold).

Prat on Create A Simple AWE

Vakula on Create A Simple AWE

kamal kr rajak on Difference Between

Jayesh on Generate Excel Report From

PeopleSoft and Microsoft Excel drgaff

Template Category Table

Components in PeopleSoft 9.2

Template Transaction Type

Template Category Table

Copy Template Transaction Type

Evaluate your competence around various PeopleSoft Skills

Date and Time

PeopleSoft BI Publisher FAQ

PeopleSoft App Engine FAQ

PeopleSoft Install Guide

PeopleSoft Meta Data SQL Query

PeopleSoft SQR FAQ

PeopleSoft PeopleCode FAQ

PS Setup & Configuration

PSOFT Difference Between

Evaluate your competence around various PeopleSoft Skills

HIREJPM: Hire/Rehire and Profile Data.

JOBJPM: Change Job and Profile Data.

PERSJOBJPM: Change Personal, Job and Profile Data.

PERSONJOB: Change Personal and Job Data.

PERSONJPM: Change Personal and Profile Data.

Evaluate your competence around various PeopleSoft Skills

Evaluate your competence around various PeopleSoft Skills

Step-1 Create or Use Template Record/Field

Evaluate your competence around various PeopleSoft Skills

Template Section for Employees Name:

Template Section for Employees Job Information:

Evaluate your competence around various PeopleSoft Skills

Delivered Section for Job Compensation:

Evaluate your competence around various PeopleSoft Skills

Step-3 Add Template Section(s) to Template Transaction Type:

Step-4 Create a Template:

Evaluate your competence around various PeopleSoft Skills

Evaluate your competence around various PeopleSoft Skills

Choose Transaction Type = Change Job Data

Checked all check boxes under general options group box.

Evaluate your competence around various PeopleSoft Skills

Evaluate your competence around various PeopleSoft Skills

Evaluate your competence around various PeopleSoft Skills

Evaluate your competence around various PeopleSoft Skills

Evaluate your competence around various PeopleSoft Skills

Evaluate your competence around various PeopleSoft Skills