PeopleSoft 9 Self Learning Training Modules (Not Slide Show)

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d. Accenture, its logo, and High Performance Delivered are trademarks of Accenture.
PeopleSoft 9.0 Self Learning
Modules

V1.5

Click to Enter the Modules
Module Buttons
2
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Your
Training
Plan
The objectives of these self-learning modules are:
To understand the high-level changes between Unilever PeopleSoft 8.3 and PeopleSoft
9.0
To provide support to users of PeopleSoft in undertaking PeopleSoft 9.0 transactions
Training Scope
The training highlights high level changes between Unilever PeopleSoft 8.3 and
PeopleSoft 9.0 only
This is NOT a training on end to end processes in PeopleSoft 9.0
For end to end process training please refer to the appropriate training materials
available on OSI (Accenture). For Unilever, end to end PeopleSoft process training is
currently being developed. Once finalised, the LMS course code will be communicated.
Further Support
Unilever: Please contact your local PeopleSoft Champion or call Peoplelink for any
further queries
Accenture: Please contact your Special Point of Contact for any further queries

3
Scope and Objectives of Training Modules
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Overarching Training Structure
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PeopleSoft 9.0 Training Materials
Module 1: General Overview
Includes:

Module 2:Standard Jobs and PMOL

Includes:

Changes to Standard Job in PMOL (front end)
Changes to Standard Job in Position Management
(back end)
New Mandatory fields in PMOL
Additional changes to PMOL
Additional changes to Position Management

Module 3: Reporting and Query Mgmt

Includes:

Changes to the Reporting Process in
PeopleSoft 9.0
Changes to Query Manager in PeopleSoft 9.0
Query Viewer in PeopleSoft 9.0
Schedule Query in PeopleSoft 9.0

Lookup Sheet
Purpose: Provides a glossary of all changes to fields, pages, navigations, functionality, error and warning
messages between PeopleSoft 8.3 and PeopleSoft 9.0
The importance of data quality in PeopleSoft 9.0
The Person Model
Changes to NAPY and Benefits

Overview of Search Functionality
Look & Feel of PeopleSoft 9.0
I am an.

What Training topics do I need
to complete ?
5
Unilever Employee Accenture Employee
Please click on your Job Title/Service Line.

Contact Centre Agent
RDC Agents/RDC Team Lead
LDC Agent
Central Super User
Accenture Training Audience:
What Training topics do I need to complete ?
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Operations Account Delivery Manager
Global Process & Controls Team Member
ACN MTT Organisation
Central Reporting Team
Application Management Team Member
IO/Technical Architecture Team Member
NA Payroll Team Member
Local Super User
Unilever Training Audience:
What Training topics do I need to complete ?
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Designated Plant Payroll Representatives
at Outsourced Plant Sites
Service Delivery Managers (SDMs)
RDC/LDC Central Reporting Team (Insourced)
RDC/LDC Local Super Users for Local Reports
(Insourced)
Please click on your Job Title or Service Line.

Human Resources Business Partner (HRBP) Data Controller
POI Team (Formerly DQIM)
Expertise Team (View access)
HR Ops
HR Admin (Factories)
Peoplelink Operators (Insourced)
Expertise Team (Edit access)
Unilever Trainers
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You are required to complete the
following:

New Look & Feel of PeopleSoft 9.0
New Search Functionality in PeopleSoft 9.0
The Person Model in PeopleSoft 9.0
The Importance of Data Quality in PeopleSoft 9.0
Module 2: Standard Jobs and PMOL
(back end)
New Mandatory Fields in PMOL (front end)
Additional Changes to Position Management
(back end)
Additional Changes to PMOL (front end)

Changes to the Reporting Process in PeopleSoft 9.0
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Please Note: You are advised not to complete
all your required modules in one sitting. It is
recommended you complete one module at a
time and take breaks in between
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Sections:
Sections:
Sections:
Click on each section to direct you to the module
section or click on the house icon to direct you to the
module home page

Total Mandatory Training: 3 hours
Click here once completed all Modules
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following:

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(back end)

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Total Mandatory Training: 2 hours 45 mins
to complete ?
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You are required to
complete the following:



(back end)
(back end)

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You are required to


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You are required to


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Total Mandatory Training: 55 mins
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You are required to


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Sections:
* Changes to North America Payroll and Benefits
in PeopleSoft 9.0 (for NAPY PeopleSoft users only)
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module home page

Total Mandatory Training (including NA
Payroll and Benefits): 2 hours 10 mins

* This Module section should only be completed by
those audience groups who are impacted by North
America Payroll and Benefits
to complete ?
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You are required to



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(back end)
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Sections:
Click on each section to direct you to the module section or click on the house icon to direct you to the module home
page

Total Mandatory Training: 1 hour 35 mins
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following:



(back end)
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module home page

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following:

Click on each section to direct
you to the module section or
click on the house icon to direct
you to the module home page

to complete ?
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following:


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mins
10
mins
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Sections: Click on each section to direct
you to the module section or
click on the house icon to direct
you to the module home page

to complete ?
Click on each section to view the
information

It is advisable to view these
sections in the order they are
presented

Please note, you may not need to
complete all these sections. Please
click on the question mark icon
below to see which sections are
specific to you
Module 1 Menu: General Overview of
Changes in PeopleSoft 9.0
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Click on the icon for the training
glossary
Click here to access your
training plan
Changes to North America Payroll and Benefits
in PeopleSoft 9.0
Your
Training
Plan
Training Glossary
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Abbreviation Full Name
PS PeopleSoft
PLOL Peoplelink Online
OSI Operational Support Information
PMOL Position Management Online
HRBP Human Resources Business Partner
QoR Quality of Results. This now called Performance
Cluster in PeopleSoft 9.0
BR Business Results
POI Person of Interest
QRS Quick Reference Sheet
Int Xfr Type International Transfer Type
NAPY North America Payroll
EOI Evidence of Insurability
AD/D Accidental Death and Dismemberment
FSA Flexible Spending Account
HSA Health Savings Account
Click to return to the module menu
- Contents Page
21
Slides 22-
25
Slides 26-
27
Slides 28-
31
Slide 32
Click on the icon
to return to the
Module 1 menu
1. New Menu, Modules, Folders and Navigations

Key take-away item

Click on the Content tabs
to access the respective
slide(s)
3. Example of changes to look and feel: Changes
to the Personal Data Pages in PeopleSoft 9.0
2. How to add pages to My Favorites in PeopleSoft
9.0
1. Menu in PeopleSoft 9.0
The HOME menu displays the main modules in PeopleSoft 9.0
These modules organise related page categories together
The modules displayed under the Home menu are determined by your security profile
Modules
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Click on icon to return to the
section contents page
1. Folders in PeopleSoft 9.0
If you select a module, PeopleSoft 9.0 will then display the folders contained in the module. In
this example, The Workforce Administration module has been selected
Like modules, the folders displayed are determined by your security profile
Folders
Module
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1. Menu Items in PeopleSoft 9.0
After you have selected a folder, for example, Personal Information, a listing of menu items will
be displayed. Menu Items are the pages of data
Within a Menu Item, there may be one page, or several, depending on the amount of data related
to the subject
Menu Items
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1. Navigation Paths or Breadcrumbs
in PeopleSoft 9.0
As you navigate around PeopleSoft 9.0 and select items from a menu or drill down as it is
sometimes referred to, the application keeps a note of how you have got to the page you are
viewing by use of links known as breadcrumbs
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Any page can be added to the My Favorites folder. In the following example the Job Data page
will be added to My Favorites
Step 1: Click on Add to Favorites Link
1
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2. How to add pages to My Favorites in
PeopleSoft 9.0 Step 1
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Step 3: The Job data page is stored in My Favorites and can be instantly accessed when clicked
on in the My Favorites folder

Step 2: The Add to Favorites page will appear. The page name will default in the Description field
(the description of the page can be edited if required). Click OK
2
3
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2. How to add pages to My Favorites in
PeopleSoft 9.0 Steps 2&3
3. Example of Changes to look and feel:
Changes to the Personal Data Pages in PeopleSoft 9.0
The look and feel of the Personal data pages have changed in PeopleSoft 9.0. The
high level changes are as follows:
A. The Biographical Details Tab has been added
B. The Personal History Tab has been removed, with Personal Data being moved to
the Biographical details tab and country specific information being consolidated
on one tab, the Regional Tab
C. The Identity/Diversity Tab has been removed, with National ID information and
Birth information fields being moved to the Biographical Details tab and Referral
Source information being moved to the Applicant Referral Information pages

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Please refer to the PeopleSoft 9.0 Look Up Sheet for:

A complete listing of all fields, sections and pages added, moved or removed in PeopleSoft 9.0
Navigation changes between PeopleSoft 8.3 and PeopleSoft 9.0
New Error and Warning messages in PeopleSoft 9.0
Error and Warning messages removed from PeopleSoft 9.0
Added/removed functionality in PeopleSoft 9.0
A./B. Biographical Details Tab added
and Personal History Tab removed in PeopleSoft 9.0

Some sections have been moved to different pages in PeopleSoft 9.0. For example, Personal
History content from PeopleSoft 8.3 can now be found in Biographical Details in PeopleSoft
9.0
PeopleSoft Version 8.3
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B. Country specific information has been
moved to the Regional Tab in PeopleSoft 9.0

In PeopleSoft 8.3, some of the country specific information (e.g. Military Service, Healthcare
etc) is held on the Personal History tab. In PeopleSoft 9.0, country specific information has
been consolidated on one tab, the Regional Tab on the Personal Data page
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C. Tabs Removed in PeopleSoft 9.0
- Identity/Diversity Tab

In PeopleSoft 8.3 Identity/Diversity content has its own separate tab on the Personal data
page. However, in PeopleSoft 9.0 the Identity/Diversity tab has been removed. National ID
information and Birth information fields can now be found on the Biographical Details tab
31

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Key take-away item
PeopleSoft 9.0 has a new look and feel, as
such it is important to familiarise yourself
with the PeopleSoft 9.0 menu layout and in
particular the location of modules and menu
items
Congratulations. You have successfully completed the New Look & Feel of
PeopleSoft 9.0 section of Module 1. Please click on the Home icon to
return to the module menu


New Search Functionality in
PeopleSoft 9.0 - Contents Page
33
Slide 34
Slide 35

Slide 36

Slides 37-
40

Key take-away item
slide(s)
1. A Variety of Operators (prompts) have been
added to the Advanced Search pages to help you
narrow your search
2. Begins with functionality has been added to the
Basic Search pages to enable you to select the
beginning of the criteria you have defined
3. A Case Sensitive checkbox has been added to
enable you to perform case sensitive searches
4. Save Search Criteria functionality has been
added to allow you to name and save the
specifics of your search
Slide 41
Click on the icon
to return to the
Module 1 menu
On the Advanced
Search Pages in
PeopleSoft 9.0, a variety
of operators have been
added to narrow your
search. The operator
can be selected by
clicking on the
respective drop down
icons
The Operators that can
be selected include the
following:

1. A Variety of Operators (prompts) to narrow your searches have
been added to the Advanced Search Pages in PeopleSoft 9.0

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2. begins with functionality has been added
to the Basic Search Page in PeopleSoft 9.0

On the Basic Search Page in PeopleSoft 9.0, the
begins with functionality has been added to the
page. This enables you to select the beginning of
the criteria you wish to search by

PS v9.0 PS v8.3
35
3. A Case Sensitive check box has been added to
the search page in PeopleSoft 9.0

On the Advanced Search Pages in PeopleSoft
9.0, a Case Sensitive checkbox has been added
which allows you to perform case-sensitive
searches

PS v8.3 PS v9.0
36

On the Advanced Search page in Peoplesoft 9.0, you can now name and save your search. (i.e.
save the search so you can go back and automatically use the search criteria)
For example, in the following scenario, you are responsible for managing a few departments in
three different countries. You wish to save your search criteria in one country for someone
named "Andrew Jones" so you can update his job data at a future date
Step 1: Enter your search criteria
Step 2: Click on the Save Search Criteria link/icon

1
2
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added to the search pages in PeopleSoft 9.0


Step 3: Enter the Name of your Search. In this example, Jones Search 01/03/2010 has been
noted (this is the name by which you can return to use when using the search again later)
Step 4: Click on the Save button. The search Jones Search 01/03/2010 has been saved in
PeopleSoft

3
4
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Step 5: Click on the Return to Advanced Search Link where you will be directed back to the Job
Data search page

5
39

Step 6: Click on the Jones Search drop down and you will be instantly directed into Andrew
Joness Job data where you can perform the required transaction

6
40
New Search Functionality in
PeopleSoft 9.0

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Key take-away item
A variety of Search functionalities have
been added in PeopleSoft 9.0 (e.g. search
operators, save search criteria and begins
with search functionality) which means it
will be easier and quicker to filter your
searches
Congratulations. You have successfully completed the New Search
Functionality in PeopleSoft 9.0 section of Module 1. Please click on the
Home icon to return to the module menu

The Importance of Data Quality in
PeopleSoft 9.0 - Contents Page
42
Slide 43
Slides 44-
45

Slides 46-
47
Slides 48-
49
1. The Importance of Data Quality in PeopleSoft 9.0

2. Examples of Fields removed in PeopleSoft 9.0

3. Examples of Error messages retired in PeopleSoft
9.0

4. Examples of Tabs removed in PeopleSoft 9.0

Key take-away item
slide(s)
Click on the icon
to return to the
Module 1 menu
Slide 50
1. The Importance of Data Quality in
PeopleSoft 9.0

Many custom error and warning messages, fields and pages have been retired or moved to
other pages in PeopleSoft 9.0. Therefore, there is a need for system users to be extremely
careful when following Quick Reference Sheets (QRSs)/process documentation and entering
information in PeopleSoft 9.0
These system modifications have meant that global/local work instructions and QRS
documentation have been updated to ensure system users continue to enter information
accurately in PeopleSoft
Some examples have been provided on the following slides of where fields, error messages
and page tabs have been retired in PeopleSoft 9.0. These include the following:

Tabs Removed in PS9.0 (with
field/sections from removed
tabs being moved to other
tabs/pages)
Identity/Diversity Tab of
Personal data
Division/Function Tab of Job
data

For a complete listing of all retired error and warning messages, fields added, removed and
moved in PeopleSoft 9.0 please refer to the PeopleSoft 9.0 Look Up Sheet
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Fields removed in PS9.0
National ID as a search
criteria on the search pages
in PeopleSoft 9.0
International Xfr Type and
Functional Responsibility
Lvl on the Job Information
Tab of Job data
Error Messages retired in PS9.0
Retirement of error messages when
following the International Assignee
process in PeopleSoft 9.0
Retirement of error messages when
Email Address domains have been
entered incorrectly
2. Fields removed in PeopleSoft 9.0
- National ID

National ID has been removed as a search criteria on all search pages in PeopleSoft 9.0. This
is because it has not been used for several years by Accenture and Unilever end users and
cannot be legally used as an individual identifier according to legislation in several countries
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2. Fields removed from the Job Information
Tab of Job Data in PeopleSoft 9.0

International Transfer Type (Int Xfr Type) and Functional Responsibility Level have been
removed from the Job information tab of Job data in PeopleSoft 9.0. These fields are no longer
required by Unilever
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3. Error Messages retired in PeopleSoft 9.0
- International Assignee

When following the International Assignee process in PeopleSoft 9.0, error messages will no
longer be generated for the following:
when Assignment
Type does not match
host and home
countries
when home country
is different from
concurrent job
record
when Action/Reason
is data change/
secondment and
Assignment Type
doesn't match

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3. Error Messages retired in PeopleSoft 9.0
- Invalid Email Addresses

When adding an email address to the applicant data pages in PeopleSoft 9.0, an error
message will no longer be generated if an invalid domain has been entered. Therefore, system
users will need to ensure a valid domain address is entered as per QRS documentation
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4. Tabs Removed in PeopleSoft 9.0
- Identity/Diversity Tab

In PeopleSoft 8.3 Identity/Diversity content has its own separate tab on the Personal data
page. However, in PeopleSoft 9.0 the Identity/Diversity tab has been removed. National ID
information and Birth information fields can now be found on the Biographical Details tab
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4. Tabs Removed in PeopleSoft 9.0
- Division/Function Tab

The Division/Function Tab of the Job data pages has been removed in PeopleSoft 9.0. The
Severance End Date field has been moved to the USA section of the employment Data tab
49
The Importance of Data Quality in
PeopleSoft 9.0

50
Key take-away item
Many fields, sections and pages have been
retired or moved to different sections and
pages in PeopleSoft 9.0. In addition, some
error and warning messages have been
replaced by effective work instructions.
Therefore, it is imperative that work
instructions (i.e. QRS documentation) are
followed carefully to ensure you enter
information correctly in PeopleSoft 9.0
A full list of changes between Unilever
PeopleSoft 8.3 and PeopleSoft 9.0 can be
found in the Look Up sheet
Congratulations. You have successfully completed The Importance of Data
Quality in PeopleSoft 9.0 section of Module 3. Please click on the Home
icon to return to the module menu

- Contents Page
51
Slide 52
Slide 53
Slides 54-
63

1. What is the Person Model ?

3. Adding/Updating a Person in PeopleSoft 9.0

2. 3 Person Types in PeopleSoft 9.0

Key take-away item
slide(s)
Click on the icon
to return to the
Module 1 menu
Slide 64
1. What is the Person Model ?

What is the Person Model ?
The Person Model has been introduced by PeopleSoft in Version 9.0 and provides
a framework for storing and tracking all types of individuals (known as person
types) within one central place
PeopleSoft delivers 3 person types (Employee, Contingent Worker and Person of
Interest) but Unilever will only be using the Employee person type and in
exceptional circumstances, the Contingent Worker person type

Benefit of the Person Model
Personal data is entered once with one ID that is retained for the duration of a
persons tenure with the organisation, regardless of changes to that persons
working status
For example, if a person joins Unilever as a contractor and was later to become an
actual employee they would be able to utilise the same Employee ID and
associated attributes (such as name, address and bank details). This was not the
Case with PeopleSoft 8.3, where a separate employee record was required. The
employee would therefore have two employee records

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You should always select the Employee person type unless in exceptional cases where the
Contingent worker person type should be selected. The Contingent worker person type
should ONLY be selected when you are adding a Manager/HRBP in the system who is
classified as a contractor. This is because they need access to PLOL and/or PMOL and as
such they need to be represented in the system. POI should never be selected under any
circumstances.

2. Person Model- 3 Person Types
Person
Model
Employee
Person
of
Interest
(POI)
Contingent
Worker
PeopleSoft 9.0 delivers 3 person
types:
Employee: A person hired to provide
services for your organization on an
ongoing basis (same as PeopleSoft 8.3)
POI: A person who is not an
employee or contingent worker
but is of interest to the
organization and requires a
personal data record (may not
always have a Job record). For
example, a Job applicant or an
employees spouse

This will not be used at
Unilever
Contingent Worker:
A person who provides
services to your organization
under terms specified in a
contract on a non-permanent
basis or who does not have a
legal employee relationship

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3. Adding/Updating a Person in
PeopleSoft 9.0
The same pages are used to enter personal data and assign an identification
number when adding an employee or a contingent worker
There are four pages in the Personal Data component you use when you add
a person in PeopleSoft 9.0
Biographical Details
Contact Information
Regional
Organizational Relationships

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When adding a Person in PeopleSoft 9.0, navigate to Workforce Administration >
Personal Information > Add a Person and click on the Add the Person link
3. Personal Data Add a Person
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3. Personal Data Biographical Details
When adding a Person in PeopleSoft 9.0, enter biographical information such as name,
education level and marital status
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3. Personal Data Contact Information
Enter the Persons addresses, phone numbers, and email addresses
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3. Personal Data Regional
Track information required for effective person-management in a variety of countries
using the Regional Tab

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3. Personal Data Organizational Relationships
Select whether the person is an:
Employee
OR
Contingent Worker

When you click the Add the Relationship button, the system saves the Personal Data
component and moves you to the component you need to use to enter relationship
information. For example, if you choose an Employee relationship, the system creates a
Job Data record for this person, using the ID created on the Personal Data component
and the organizational relationship of EMP (Employee). This is shown on the next slide.

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3. Job Data Relationship Created
Once you have selected the relationship (in this example Employee), the job record has
been created with an organizational instance of EMP. The employee has now been
assigned an ID by the system

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3. Warning message in PeopleSoft 9.0
In PeopleSoft 9.0, if you reach the job data page and for some reason stop the process, log off,
transfer to another page, return to the home page etc the system has still captured the person
and the persons employee ID
If you then later try to add the person (remembering that you have never finished the process
so begin to start the process again), you will receive an error that you have already added that
person in the system
This issue will be most often discovered when the hire is attempted again. If you know that
you left the hire process after transferring to the job data page, you should take note of the
Employee ID and follow the same steps. If you are not aware of the issue and attempt to
perform the hire and add the relationship again, you will receive the following error:

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3. Troubleshooting
If this error is encountered or if the Employee ID is already known, take note of the
Employee ID and access:

Main Menu >Workforce Administration >Personal Information >Organizational
Relationships >Add Employment Instance

Enter the Employee ID and click the Add Relationship hyperlink

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3. Troubleshooting
You will be directed to the Job Data page where you can continue to complete the hire
process

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The Person Model in
PeopleSoft 9.0

64
Key take-away item
You will always select the employee
person Type when adding a person via the
'Add a Person' page unless in exceptional
cases when a Manager/HRBP (who is a
contractor) is added in the system. This is
because they need access to Peoplelink
Online (therefore they need to be
represented in PeopleSoft accordingly)
Congratulations. You have successfully completed The Person Model section
of Module 1. Please click on the Home icon to return to the module menu

Changes in North America Payroll and
Benefits in PeopleSoft 9.0 - Contents Page (1/2)
65
Slide 67-
70
Slide 71-
73

Slide 74-
76

slide(s)

1. Rate Table Functionality

2. Calculation Rules Functionality
3. Life and Accidental Death
in PeopleSoft 9.0

Slide 77
4. FSA Benefits Table

Slide 78-
80

Slide 81-
83

6. Dependent/Beneficiary

5. Event Rules Table
Click on the icon
to return to the
Module 1 menu
Benefits in PeopleSoft 9.0 - Contents Page (2/2)
66
Slide 84
Slide 85

Slide 86

slide(s)
in PeopleSoft 9.0

Slide 87

Slide 88

Slide 89
7. Benefit Program Participation
8. Improved Layout of the Paycheck Earning Tab
of the Review Paycheck Data Pages
9. Improved Layout of the Paycheck Taxes Tab
10. Improved Layout of the Paycheck Deductions
Tab of the Review Paycheck Data Pages

Key take-away item

11. Improved Layout of the Paycheck Summary Tab
Click on the icon
to return to the
Module 1 menu
1. Rate Table Functionality

67
Click on the icon to
return to the Section
Contents Page
PeopleSoft 9.0 has reorganized rate table functionality. There is now one rate
structure that replaces the previous Age-Graded Rate, Service Rate, Flat Rate and
Salary Rate tables. The architecture standardizes rate table definition.
The Benefit Rate Types page will be used to define benefit rate types. The following
Benefit Rate Types are delivered and maintained by PeopleSoft:
Age-Graded (By Gender, Smoker)
Flat Rate
Percent of Base
Length of Service (Months)
Compensation Bands
Covered Person Type
Benefit Plan and Coverage Code
The Benefit Rates page will be used to enter benefit rate information.
1. Rate Table Functionality - Age-Graded Rate

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PS v9.0 PS v8.3
Contents Page
69
PS v9.0 PS v8.3
Contents Page
1. Rate Table Functionality Flat Rate

70
PS v9.0 PS v8.3
Contents Page
1. Rate Table Functionality Salary Rate


71
Contents Page
PeopleSoft 9.0 has reorganized the Calculation Rules component, keeping only fields
directly related to rate calculation. A simple interface for calculation rules contains
fields that impact the coverage calculation.
The Calculation Rules page will be used to define how deductions are calculated for
each benefit plan. Calculation rules only relate to rate-based plans or plans that
require a compensation base, not a coverage base.
The Coverage Formula page will be used for coverage based plans (life and
accidental death)
72
PS v9.0 PS v8.3
Contents Page
Rate-Based or Compensation Based Plans

73
PS v9.0 PS v8.3
Contents Page
Coverage-Based Plans

3. Life and Accidental Death

74
Contents Page
PeopleSoft 9.0 had centralized the attributes calculating life insurance and disability
plan coverage in a common formula-based component.
75
PS v9.0 PS v8.3
Contents Page
3. Life and Accidental Death Coverage Type

76
PS v9.0 PS v8.3
Contents Page
3. Life and Accidental Death Insured Person Type

4. FSA Benefits Table

77
Contents Page
5. Event Rules Table

78
Contents Page
PeopleSoft 9.0 provides ability to define how to process FSA pledge changes. The
Allowable FSA Pledge Changes field on the Event Rules page will be used to indicate
whether an increase or decrease to FSA pledges is allowed.
79
Contents Page
PS v9.0
5. Event Rules Table Event Rules

80
PS v9.0 PS v8.3
Contents Page
5. Event Rules Table EOI and Level Rules

6. Dependent/Beneficiary

81
Contents Page
PeopleSoft 9.0 Dependent/Beneficiary record is effective-dated so that customers can
have more comprehensive reporting and tracking capabilities. This capability
enables to track exactly what dependent and beneficiary information changed and
when.
82
PS v9.0
Contents Page
6. Dependent/Beneficiary Effective Dated

83
Contents Page
6. Dependent/Beneficiary Canada Savings Bond

7. Benefit Program Participation

84
Contents Page

8. Improved Layout of the Paycheck Earning Tab
85
PS v9.0
PS v8.3

9. Improved Layout of the Paycheck Taxes Tab

86
PS v9.0
PS v8.3

10. Improved Layout of the Paycheck Deductions
Tab of the Review Paycheck Data Pages
87
PS v9.0
PS v8.3
11. Improved Layout of the Paycheck Summary Tab

88
PS v9.0
PS v8.3
Benefits in PeopleSoft 9.0

89
Key take-away item
Some of the pages in the North America
Payroll (NAPY) and Benefits PeopleSoft 9.0
modules have a new look and feel, with
some pages and fields being added or
removed. Therefore, it is important to
familiarise yourself with the PeopleSoft 9.0
pages and layouts
Congratulations. You have successfully completed The Changes to North
America Payroll and Benefits section of Module 1. Please click on the Home

Module 2 Menu: Standard Jobs
and PMOL in PeopleSoft 9.0

90
(back end)
Additional changes to Position Management (back end)
Additional changes to PMOL (front end)
glossary
training plan
information

presented

specific to you
Your
Training
Plan
Changes to Standard Job in PMOL
- Contents Page (1/2)
91
Slide 93
Slide 94
Slide 95
Click on the Content tabs to
access the respective slide(s)
1. Standard Job has been moved from the Job Code component
to the Position record in PeopleSoft 9.0
2. Standard Job has been added to the Create a New Position
page and Union Code is an editable field for all Countries
3. Standard Job will default on the primary row of the Position
Allocation panel. The Position Allocation panel is new on the
Create a New Position page
4. Standard Job has been removed from the Create a New Job
Code Page
5. Job Function, Job Sub-Function, Manager Level and Global
Work Level has been removed from the Create a New Job
Code Page
Click on the icon
to return to the
Module 2 menu
Slide 96
Slide 96
92
Slide 97
Slides 98-
100
6. Job Function Code, Job Sub-Function, Manager Level and
Global Work Level has been removed as search criteria from
the Job Code Search Page. Salary Plan, Grade, Step and Hours
has been added as search criteria

Test Your Understanding
Key take-away item

Click on the icon
to return to the
Module 2 menu
A Standard Job is a globally standard description for a work requirement that shares
the same Global Work Level, Manager Level, Job Function and Job Sub Function.
For example, Vice President Brand Building, Trademarks Specialist, Vice President
Audit etc
In PeopleSoft version 9.0, Standard Job has been moved from the Job Code record
to the Position Data record
The main reasons why Standard Job is being moved from the Job Code to the
Position record are:
To minimize new Job code creation. Fewer Job codes in the system allows for
more effective control over the process
To ensure reduced data entry. HRBPs and Data Operators will not need to
create as many new job codes in the system
To consolidate existing Job codes. Consolidation ensures more effective
control over the process
The following slides show the impact of moving Standard job on the PMOL pages...

1. Standard Job has been moved from the Job Code
component to the Position record in PeopleSoft 9.0

93
Standard Job has been added to the Create a New Position page in PMOL, and is a mandatory
field (i.e. must be populated)
Union Code is now an editable field on the Create a New Position page in PMOL for all countries.
This should be defined against the position for all countries that require this field.

2. Standard Job has been added to the Create a New Position Page
in PMOL and Union Code is an editable field for all Countries

PS v9.0 PS v8.3

94
On the Position Allocation panel, the Standard Job field (on the primary row) will default from the
Standard Job entered earlier in the process. This field can however be edited on subsequent
rows

3. Standard Job will default on the
primary row of the Position Allocation panel

PS v9.0
PS v8.3
95
As Standard Job has been moved from the Job Code component to Position data, the
Standard Job field has been removed from the Create a New Job Code page in PMOL

4/5. Standard Job has been removed from
the Create a new Job Code Page in PMOL

PS v9.0 PS v8.3

96
The search criteria displayed to identify a Job Code will include the following fields in PMOL:
Salary Plan, Grade, Step and Standard Hours
Job Function Code, Job Sub Function, Manager Level and Global Work Level will be removed
from the Job Code Search Page as search criteria

6. Job Code Search Page in PMOL

97
PS v9.0 PS v8.3
Q1) You, as an HRBP, have been asked to create a new Position in Position Management
Online. When you enter a value in the Standard Job field on the Create a New Position
Page which fields will default from the Standard Job field entered ?

Q2) You as an HRBP are creating a new position in Position Management Online and you
cant locate the Quality of Results (QoR) field on the page. Why?

Job Function, Manager Level, Job Sub-Function and Global Work Level
Reward Plan, Reward Manager, Business Results, Performance Cluster
Salary Plan, Grade, Step
98
It has been removed from PLOL and Position Management in PeopleSoft 9.0
It has been renamed Performance Cluster
It is only located on the edit position pages
Click on your selected answer in
the yellow boxes
C)
B)
A)
C)
B)
A)
Q3) Is the following statement True or False ?

99
FALSE TRUE
Standard Job has been removed from the Create a New Job Code Page in
PMOL but the Job Function, Manager Level, Job Sub-Function and Global Work
Fields are still present on the page in PeopleSoft 9.0 ?

100
Key take-away item
Standard Job has been moved from the Job
Code component to Position data.
The Standard Job field has been removed from
the Create a New Job Code page in PMOL
page and added to the Create a new Position
page.
The fields relating to Standard Job (i.e. Job
Function, Job Sub-Function, Manager Level and
Global Work Level) have also been removed
from the Create a New Job Code page and
added to the Create a new Position page
Congratulations. You have successfully completed the Changes to
Standard Job in PMOL section of Module 2. Please click on the Home icon
to return to the module menu

Changes to Standard Job in
Position Management - Contents Page (1/2)
101
Slide 103
Slide 104
Slide 105
Slide 107
Slide 106
3. Standard Job has been added to the Description tab of Position Data
and Union Code is now an editable field for all countries
1. Standard Job has been moved from the Job Code component to the
Position record in PeopleSoft 9.0
2. Standard Job has been added to the Position Data Search page
4. The Standard Job field will default from Position Data on the Position
Allocation tab
5. Job Function Job Sub-Function, Manager Level and Global Work
Level are greyed out on the Job Code Table in PeopleSoft 9.0
Click on the
icon to
return to the
Module 2
menu
(back end)
Position Management - Contents Page (2/2)
102
Slide 107
Slide 108
Slide 109
Slides 110-
112

Key take-away item

6. Standard Job and Job Title (50) field have been removed from the
Job Code Table in PeopleSoft 9.0
7. When SetID is specified as France (FRA00) on the Job Code table, the
Union Code field will be displayed in PeopleSoft 9.0
8. Standard Job, Job Title (50) and Job Function Code have been
removed as search criteria on the Job Code Table Search Page in
PeopleSoft 9.0
(back end)
Click on the
icon to
return to the
Module 2
menu
A Standard Job is a global standard description for a work requirement that shares
the same Global Work Level, Manager Level, Job Function and Job Sub Function.
For example, Vice President Brand Building, Trademarks Specialist, Vice President
Audit etc
In PeopleSoft version 9.0, Standard Job has been moved from the Job Code record
to the Position Data record
The main reasons why Standard Job is being moved from the Job Code to the
Position record are:
To minimize new Job code creation. Fewer Job codes in the system allows for
more effective control over the process
to ensure reduced data entry. HRBPs and Data Operators will not need to create
as many new job codes in the system
To consolidate existing Job codes. Consolidation ensures more effective
control over the process
The following slides show the impact of moving Standard job on the Position Data
pages...

1. Standard Job has been moved from the
Job Code to the Position record in PeopleSoft 9.0

103
On the Core Position Data pages in
PeopleSoft 9.0, Standard Job and Job
Function Code have been added as search
criteria on the Position Data search page

2. Standard Job has been added to the
Position Data Search Page

PS v9.0 PS v8.3
104
Standard Job has been added to the Job Information section of the Description tab of the Core
Position pages in PeopleSoft 9.0
Union Code is now an editable field for all countries in the Job Information section of the
Description tab of the Core Position pages in PeopleSoft 9.0

3. Standard Job has been added to the Description tab of Position Data
and Union Code is now an editable field for all countries

105
The Standard Job field on the primary position allocation row will default from position data
instead of Job Code data

4. The Standard Job Field will default from
Position Data on the Position Allocation tab

106
5/6. Fields greyed out and removed from
the Job Code Table in PeopleSoft 9.0

Changes to the Job Code table in
PeopleSoft 9.0:
Job Function, Job Sub-Function,
Manager Level and Global Work
Level will be greyed out (not
removed). This will indicate there
is no association with Job Code
Standard Job and Job Title (50)
have been removed in PeopleSoft
9.0

107
108
7. Addition of Union Code on the
Job Code Table in PeopleSoft 9.0

Changes to the Job Code table in
PeopleSoft 9.0:
When SetID is specified as
France (FRA00) on the Job
Code table, the Union Code
field will be displayed in
PeopleSoft 9.0 (this was not
the case in PeopleSoft 8.3
where the field was hidden)

On the Job Code Table search page in PeopleSoft 9.0, the following fields have been removed
as search criteria: Job Function Code, Standard Job and Job Title (50)

8. Job Code Search Page in PeopleSoft 9.0

109
Q1) You have received a request by an HRBP to create a new Job Code. Upon navigating
to the Job Code Table in PeopleSoft 9.0, you notice the Standard Job field is not on the
page. Why ?

Q2) Which field(s) have been added to the Position Data Search page in Position
Management ?

Standard Job has been removed in PeopleSoft 9.0
Standard Job has been hidden on the page as it is no longer a required field
Standard Job has been moved to position data
110
C)
B)
A)
the yellow boxes
Job Function Code and Standard Job
Standard Job and Job Code
Business Unit
C)
B)
A)
Q3) Is the following statement TRUE or FALSE

111
the yellow boxes
FALSE TRUE
Standard Job has been added to the Job Information section of the Description
tab of the Position data pages in PeopleSoft 9.0
Position Management

112
Key take-away item
Standard Job has been moved from the Job
Code component to Position data in
PeopleSoft 9.0. As such, Standard Job has
been added to the Position Data Search
page and the Description Tab of Position
data. Standard Job has been removed from
the Job Code Table
Standard Job in Position Management section of Module 2. Please click on
the Home icon to return to the module menu

New Mandatory Fields in PMOL
- Contents Page
113
Slide 114
Slides 115-
116
Slide 117
Slide 118
Click on the Content tabs to access
the respective slide(s)
1. Reward Plan and Reward Manager have been added as mandatory
fields on the Create a New Position Page in PMOL
2. Business Results (BR) and Performance Cluster fields have been
made mandatory on the Create a New Position Page in PMOL
3. Reward Plan, Reward Manager, Business Results and Performance
Cluster fields have been made mandatory on the Edit a Single
Position Page in PMOL
Key take-away item
Click on the
icon to
return to the
Module 2
menu
The Reward Manager and Reward Plan fields are not
present on the Create a New Position page in
PeopleSoft 8.3

Reward Manager and Reward Plan have been made
mandatory for all Work Levels to support eReward

On the Create a new Position page in PMOL, the Reward Manager (previously known as
Remuneration Specialist in PeopleSoft 8.3) and Reward Plan fields have been added to the page
and made mandatory

1. New Mandatory Fields when creating a
new position in PMOL Reward Plan and Reward Manager

PS v9.0 PS v8.3
114

The Business Results and Quality of Results fields are
not mandatory in PeopleSoft 8.3

Business Results and Performance Cluster have been
made mandatory for all Work Levels to support
eReward

On the Create a new Position page in PMOL, the Business Results and Performance Cluster
(previously Quality of Results in PeopleSoft 8.3) fields have been made mandatory
Please refer to the Performance Culture Toolkit on HR4HR (available from July 2010) to find
more information related to how to select the correct Business Result and Performance Cluster
for a position

2. New Mandatory Fields when creating a new
position in PMOL- Business Results and Performance Cluster

PS v9.0 PS v8.3
115
What are Business Results and Performance Clusters ?

2. New Mandatory Fields when creating a new
position in PMOL- Business Results and Performance Cluster

116
On the Edit a single Position page in PMOL, the Reward Manager Position No, Reward Plan
ID, Business Results and Performance Cluster fields have been made mandatory fields.
These fields will be populated with current values but can be edited if required

3. New Mandatory Fields when editing a
single Position in PMOL

117
PS v8.3 PS v9.0
New Mandatory Fields in PMOL

118
Key take-away item
The Reward Plan, Reward Manager,
Business Results and Performance Cluster
fields are mandatory fields on the Create a
New Position and Edit a Single Position
pages in PMOL.
These fields must be populated with a value
Congratulations. You have successfully completed the New Mandatory
Fields in PMOL section of Module 2. Please click on the Home icon to

Additional Changes to PMOL
119
Slide 121
Slide 122
Slide 123
slide(s)
Slide 124
Slide 125
Slide 126
1. Quality of Results (QoR) field has been renamed Performance
2. Remuneration Specialist field has been renamed Reward Manager
in PeopleSoft 9.0
3. The addition of a prompt on the Create a New Position Page to
update the Position Title
4. New error message to prevent the inactivation of a position that is
related to a Line Manager, HRBP, Reward Manager or Dotted Line
Reports
5. New error message on the Create a New Position page in PMOL
when the salary grade has a work level that is different from the
selected Standard Job Codes work level
6. Addition of Reward Manager and Reward Plan fields on the Edit
Multiple Positions Page
Click on the
icon to
return to the
Module 2
menu
120
slide(s)
Slides
127-128
Slides
129-131
7. Car Eligible fields for USA and Canada have been removed in
PeopleSoft 9.0
Key take-away items
Click on the
icon to
return to the
Module 2
menu
The Quality of Results field has been renamed Performance Cluster in PeopleSoft 9.0. The
Performance Cluster field appears on the Create a New Position and Edit Position pages in
PMOL

1. Quality of Results field has been
renamed Performance Cluster in PeopleSoft 9.0

121
Create a New Position Page in PMOL
Edit a Single Position Page in PMOL
Edit Multiple Positions Page in PMOL
The Remuneration Specialist field has been renamed Reward Manager in PeopleSoft 9.0.
The Reward Manager field appears on the Create a New Position and Edit Position pages in
PMOL

2. Remuneration Specialist field has been
renamed Reward Manager in PeopleSoft 9.0

122
Edit a Single Position Page in PMOL
Edit Multiple Positions Page in PMOL
Create a New Position Page in PMOL
Once the Job Code has been populated on the Create a new Position Page in PMOL, the
Position Title, Standard Hours, Salary Plan and Grade will automatically default on the page
Once the Position Title has been defaulted, a prompt will appear for the HRBP to review and
update the Position Title where appropriate. The Short Title field will default from the Position
Title

3. Addition of a Prompt in PeopleSoft 9.0
to update Position Title

123
An error message will be generated on the Inactivate a Position You Own page in PMOL
when the HRBP attempts to inactivate a position that is a Line Manager, HRBP, Reward
Manager or Dotted Line Report To. This logic existed in PMOL in PeopleSoft 8.3 for the
Reports To field but has been amended to include the Line Manager, HRBP, Reward Manager
and Dotted Line Reports To fields

4. Error message to prevent the inactivation of a position related to a Line
Manager, HRBP, Reward Manager or Dotted Line Reports To

124
On the Create a New Position page in PMOL, an error message will be generated when the
salary grade (which is defaulted from the selected Job code) has a work level that is different
from the selected Standard Job codes work level

5. Error Message when salary grade has a different
work level from the selected Standard Job codes work level

125
On the Edit Multiple Positions page in PMOL, The Reward Manager and Reward Plan fields
have been added as editable fields on the page

6. The addition of Reward Manager and
Reward Plan fields on the Edit Multiple Positions Page

126
Car eligibility for USA and Canada has been removed in PeopleSoft 9.0. Therefore, on the
Create a new Position page the Car Eligible fields have been removed. This means the USA
and Canada flags have also been removed from the page

7. Car Eligible fields for USA and Canada
have been removed in PeopleSoft 9.0

127
Create a new Position page in
PMOL (PeopleSoft 8.3)
Bottom of the Create a Position Page in PMOL (PeopleSoft 9.0)
The same change as previously outlined has also been made on the Edit a Single position page


128
Bottom of the Edit a Single Position Page in PMOL (PeopleSoft 9.0)
Edit a single Position page in
PMOL (PeopleSoft 8.3)

Q1) Is the following statement TRUE or FALSE ?

Q2) As an HRBP, you have been instructed to inactivate the Position Number 00083306
which belongs to a Line Manager. As you select to inactivate the position on the
Inactivate a Position You Own page in PMOL an error message is displayed. What
should you do next?
The Car eligible field has been removed from the USA section but not the
Canada section on the edit position pages in PeopleSoft 9.0

129
the yellow boxes
Email or Phone Unilever Peoplelink/Data Controller to inform them of the
error
Update the Positions reporting to or assigned to the Position number
00083306
Update the Position Title and retry the process
C)
B)
A)
FALSE TRUE

Q4) What field will the Position Title default from on the Create a new Position Page in
PMOL ?

130
Standard Job
Job Code
Job Function
An error message will be generated when the salary grade (which is defaulted
from the selected Job code) has a work level that is different from the selected
Standard Job codes work level

FALSE TRUE
C)
B)
A)

131
Key take-away items
The Quality of Results field has been
renamed Performance Cluster in
PeopleSoft 9.0
The Remuneration Specialist field has
been renamed Reward Manager in
PeopleSoft 9.0
Congratulations. You have successfully completed the Additional Changes
to PMOL section of Module 2. Please click on the Home icon to return to
the module menu

Additional Changes to Position
Management - Contents Page
132
Slide 133
Slide 134
Slide 135
slide(s)
2. Remuneration Specialist field has been renamed Reward Manager
in PeopleSoft 9.0
1. Quality of Results (QoR) field has been renamed Performance
3. New error message on Position data when the salary grade has a
work level that is different from the selected Standard Job Codes
work level
4. Car Eligible fields for USA and Canada have been removed in
PeopleSoft 9.0
5. New Warning Message when modifying a position that has multiple
incumbents associated with it
Additional changes to Position Management (back end)
Click on the
icon to
return to the
Module 2
menu
Key take-away item
Slide 136
Slide 137
Slide 138
The QoR field has been renamed Performance Cluster in PeopleSoft 9.0. The Performance
Cluster field appears on the Description tab of Position data in PeopleSoft 9.0

1. QoR field has been renamed
Performance Cluster in PeopleSoft 9.0

133
The Remuneration Specialist field has been renamed Reward Manager in PeopleSoft 9.0.
The Reward Manager field appears on the Description tab of Position data in PeopleSoft 9.0

2. Remuneration Specialist field has
been renamed Reward Manager in PeopleSoft 9.0

134
On the Add/Update position Information Page in Position Management, an error message will
be generated when the salary grade (which is defaulted from the selected Job code) has a
work level that is different from the selected Standard Job codes work level

3. Error Message when salary grade has a different
work level from the selected Standard Job codes work level

135
Car eligibility for USA and Canada has been removed in PeopleSoft 9.0. Therefore, on the
Specific Information Tab in Position Management the Car Eligible fields for USA and Canada
have been removed. This means the USA and Canada flags have also been removed


136
PeopleSoft version 8.3

The warning message below is generated when amending a Position (with incumbents) on the
Position data pages. For example, when performing a Job Reclassification, Position Inactivation,
Position Data Update etc
Select No to ensure the updates will be completed in Real time. Do not select Yes as this would
mean that there will be lag on the job information updates which may have a downstream impact
on interfaces

5. New Warning Message when modifying a position
that has multiple incumbents associated with it

137
Additional Changes to
Position Management

138
Key take-away items
The Quality of Results field has been
renamed Performance Cluster in
PeopleSoft 9.0
The Remuneration Specialist field has
been renamed Reward Manager in
PeopleSoft 9.0
Car eligibility for USA and Canada has been
removed in PeopleSoft 9.0.
Congratulations. You have successfully completed the Additional Changes
to Position Management section of Module 2. Please click on the Home

Module 3 Menu: Reporting and
Query Management
139
glossary
training plan
information

presented

specific to you
Your
Training
Plan
What is not included in this module ?

End to end processes on how to create and run a Query
For end to end process training regarding how to create, update and run a query please refer to
the PeopleSoft User guide available on the Unilever Portal or the Query Reporting Application
Overview available on OSI (Accenture)

140
PeopleSoft 9.0- Contents Page
141
Slide 142
Slides 143-
144
Slide 145
Slides 147-
149
Slide 146
1. Reporting Process in PeopleSoft 8.3


Test your Understanding
Key take-away item


3. New Ad Hoc Report Request Form in PeopleSoft
9.0

4. Best practises when requesting an Ad Hoc
Report

slide(s)
Click on the
icon to
return to the
Module 3
menu

PeopleSoft 8.3 Reporting Process

In PeopleSoft 8.3, a Line Manager or HRBP can request an ad-hoc report by completing the Ad-
Hoc Request Form and submitting to Peoplelink. Peoplelink submits the form to the Central
Reporting Team. Provided the requestor has sufficient PeopleSoft access to view the
information requested, the reporting team will generate the report
142
Ad Hoc
Request
Form
Unilever Peoplelink Line Manager/HRBP Central Reporting Team
Ad Hoc
Report

PeopleSoft 9.0 Reporting Process

With the deployment of Peoplelink Online (PLOL) in Q4 2010, the main reports required
by Line Managers will be available via the Reporting menu in PLOL. Line Managers (with a
Unilever email address) will be able to view pre-defined reports in the Reporting menu without
needing to request a report
There will be an exception process for those Line Managers who do not have a Unilever email
address- they will still be permitted to request the report via the form
Line Managers will always be directed to PLOL when they require a report. Where a Line
Manager needs access to data not available in the PLOL reports they should contact their HRBP
with details of their requirements. The HRBP can submit a request for an ad-hoc report if
required
143
Reporting Menu
in Peoplelink
Online (PLOL)
Line Manager
Unilever Peoplelink
Central Reporting
Team HRBP
Ad Hoc
Request
Form
Ad Hoc
Report
Exception process

144
For additional details regarding Line Managers Reports please refer to Module 4:
Peoplelink Online User Training
The Reports available to Line Managers in PLOL include:

Future Events confirmed for your team
This report will provide Line Managers with details of any future
events affecting your team as a PDF. For example, the end of
fixed term employment
Employee Salary History by ID Report
This report will provide Line Managers with the salary history of
a member of your team in an excel spreadsheet
Emergency Contact Report
This report will provide Line Managers with the emergency
contact details for your team in an excel spreadsheet
Employees Who Have Left Unilever Report
This report will provide Line Managers with details of members
of your team who have left Unilever in an excel spreadsheet
Remuneration History Report
This report will provide Line Managers with the work history of
your team as a PDF
Personal History Report
This report will provide Line Managers with the work history of
a member of your team as a PDF
Team Data Report
This report will provide Line Managers with key data on their team
3. New Ad-Hoc Report Request Form in
PeopleSoft 9.0

A new ad-hoc report request form has been introduced in PeopleSoft 9.0 which is
more dynamic than the previous form
The key differences are as follows:
Format- The form will be in an MS-Excel format instead of MS-Word. This will
allow for a more intuitive form
Content- To assist the reporting agents to process the requests, the form will
have a fixed selection of fields with local language translations. This will
ensure the HRBP selects the correct field and will ensure reporting agents
provide the correct fields in the report. This is very useful where the agent
producing the report does not speak the local language
The form will continue to be available to HRBPs via the UL portal

145
Ad-Hoc Report Request form in
PeopleSoft 9.0
4. Best Practices when requesting
an Ad Hoc Report

Best Practices when requesting an Ad Hoc report:
A Line Manager who requires an ad hoc report needs to check whether the data they
are requesting is found in a current scheduled report (i.e. one that is on the
reporting calendar and distributed to a set recipient list on a fixed date).
The HRBP needs to ensure that the requirement is clear in the form and that all
fields are populated (nearly all fields are mandatory). This will ensure forms are
processed efficiently and will prevent forms being returned to the requestor or
emails requiring additional clarification from the requestor

146

Q2) As an HRBP, a Line Manager contacts you because they require a report that is not
available via the reporting menu in Peoplelink Online. What should you do ?


All Line Managers with a Unilever email address and access to the PLOL tool
will no longer be permitted to request an Ad Hoc Report via the form

147
Instruct the Line Manager to send their requirements to Peoplelink via the ad-
hoc report request form
Verify that the report does not exist in Peoplelink Online and then send a
request to Unilever Peoplelink via the ad hoc report request form
The new ad-hoc report request form will be in MS-Excel format and will
contain local language translations

the yellow boxes
FALSE TRUE
FALSE TRUE
A)
B)
Q4) HRBPs should follow best practices when requesting an ad hoc report on behalf of
their line managers. Which of the following should requestors ensure to follow when
requesting an ad hoc report?

check whether the data they are requesting is found in a current scheduled
report
ensure that their requirement is clear in the form and that all fields are
populated
Both of the Above

148
A)
B)
C)
PeopleSoft 9.0

149
Key take-away item
With the deployment of PLOL, all Line
Managers with a Unilever email address and
access to the PLOL tool are encouraged to
view the pre-defined suite of reports via the
Reporting menu in PLOL
Where a Line Manager needs access to data
not available in the PLOL reports they
should contact their HRBP
Congratulations. You have successfully completed the Changes to the
Reporting Process in PeopleSoft 9.0 section of Module 3. Please click on
the Home icon to return to the module menu

Changes to Query Manager in
PeopleSoft 9.0 - Contents Page (1/2)
150
Slide 152
Slide 153
Slide 154
1. A Separate Run tab has been added to the
Query Manager page in PeopleSoft 9.0
slide(s)
2. Once a Query has been created in PeopleSoft 9.0
it does not have to be saved prior to being run
4. Additional Search By Criteria has been added
on the Query Search pages

Slide 155
Slide 156
Slide 157
5. Advanced Search has been added on the
Query Manager Search page

6. Advanced Search has been added when
creating a new Query

3. Option to Re-run a Query in PeopleSoft 9.0

Click on the
icon to
return to the
Module 3
menu
PeopleSoft 9.0 - Contents Page (2/2)
151
slide(s)
Click on the
icon to
return to the
Module 3
menu
Slide 158
Slide 159
Slide 160
7. Show Fields is a new functionality on
the Query Manager Search page
Key take-away item

8. Run to HTML and Run to Excel functionality
added on the Query Manager Search Results page

1. A separate Run tab has been added to the
Query Manager page

In PeopleSoft 9.0, a separate Run tab has been added to the Query Manager page

152
PeopleSoft Version 8.3 Click on icon to return to the

2. Once a Query has been created in PeopleSoft
9.0, it does not have to be saved prior to being run

PS v9.0
PS v8.3
Please Note: When creating Queries in PeopleSoft
9.0, they should only be saved if necessary. In
addition, any saved queries should be deleted
when no longer required
This will mean fewer queries in the system
resulting in faster performance speeds in
retrieving queries
153
3. The Query can be Re-Run via the Run Tab in
Query Manager

If you make any changes to your query since the last run, you must click on the Rerun Query
link to see the effect of your changes
154
4. Additional Search By Criteria has been added
on the Query Search pages

155
Additional Search By criteria has been added to the Query search pages in PeopleSoft 9.0
5. Advanced Search has been added on the
Query Manager Search page

156
Advanced Search functionality has been added to the Query search pages in PeopleSoft 9.0.
This offers you greater flexibility to narrow your search by entering values in more than one
type of criteria
6. Advanced Search has been added when
creating a new Query

157
Advanced Search functionality has been added to the Records Tab when creating a Query in
PeopleSoft 9.0.
7. Show Fields is a new functionality on
the Query Manager Search page

158
The Show fields hyperlink is a new feature when creating a Query in PeopleSoft 9.0. By
clicking on the hyperlink, all the fields included in the record will display
8. Run to HTML and Run to Excel functionality
added on the Query Manager Search Results page

159
There are two format options to run a query in PeopleSoft 9.0, Run to HTML or Run to Excel
PeopleSoft 9.0

160
Key take-away item
Once a Query has been created in PeopleSoft 9.0, it
does not have to be saved prior to being run.
This will mean fewer queries in the system resulting in
faster performance speeds in retrieving queries. This
will also mean more effective control over the
maintenance of queries
When creating Queries in PeopleSoft 9.0, they should
only be saved if necessary. In addition, any saved
queries should be deleted when no longer required

Congratulations. You have successfully completed the Changes to Query
Manager in PeopleSoft 9.0 section of Module 3. Please click on the Home

- Contents Page
161
Slides 162-
165
Slide 166

Key take-away item

slide(s)
Click on the
icon to
return to the
Module 3
menu

Query viewer is a separate menu in PeopleSoft version 9.0 which limits certain users to read-
only access for all queries. This means that some users can only view or print queries (as
opposed to being able to create or edit queries)
Query Viewer is essentially a read-only version of Query Manager
Query Viewer allows for more flexibility and security when managing queries

The Query Viewer menu can be found by navigating to Reporting Tools> Query> Query Viewer

162
Query Viewer also enables you to:
Search for the Query using the basic or
advanced search functions
Run a Query (which displays results in a new
browser window)
Download the results to an Excel
spreadsheet or as an HTML
Print a query
Schedule a query
Query Viewer in PeopleSoft 9.0 Steps 1 & 2

The following process will step through how to view a Query via the Query Viewer tool in
PeopleSoft 9.0. In this example, you want to view a Query to identify employees monthly
salaries
Step 1: Sign into PeopleSoft 9.0 and navigate to Reporting Tools > Query > Query Viewer and
enter the query name you wish to view. In this example, you know the Query name begins with
employee
Step 2: Click on the Search button
1
2
163
Query Viewer in PeopleSoft 9.0 Step 3

Step 3: Identify the query you wish to run and click on the appropriate Run format to view the
query (either HTML or Excel). In this example, we have chosen to Run the query and display
the results in excel
3
164
Adding Favorites in Query Viewer
Queries can be added to your favorites in Query Viewer. This means once you access Query
Viewer you can simply run the query from your saved favorites as opposed to searching for
the query
165

166
Key take-away item
Query Viewer is essentially a read-only version
of Query Manager, restricting certain users to
read-only access for all queries, so they can
only view or schedule queries
Congratulations. You have successfully completed the Query Viewer in

- Contents Page
167
Slides 168-
179
Slide 180


Key take-away item

slide(s)
Click on the
icon to
return to the
Module 3
menu
Schedule Query is a new functionality in PeopleSoft 9.0, offering the ability to schedule certain
queries to run periodically as often as required. For example, queries can be scheduled to run on
the last day of every month
Scheduling a query can be accessed directly via the Schedule Query, the Query Manager and
Query Viewer pages
The Schedule Query menu can be found by navigating to Reporting Tools> Query> Schedule
Query

168
Click on the icon to return to
the Section Contents Page
Schedule Query in PeopleSoft 9.0 Steps 1 & 2

Scenario: In the following example, you are required to create a new schedule for the query
EMPLOYEE_SALARY_PS_NVISION. This Query will list all employees monthly salaries. You are
required to schedule the Query to run once on 31/12/2010 at 12pm Central Time. The query
results will be displayed as a PDF file
Step 1: Sign into PeopleSoft 9.0, navigate to Reporting Tools > Query > Schedule Query
Step 2: Enter the Run Control ID (if you have already created a run control). If you have not
scheduled the query before, click on the Add a New Value tab or Add a New Value hyperlink. In
this example, this will be the first time you are scheduling the query to run

2
169

Step 3: Enter a value in the Run Control ID free text field. In this example, you name the Run
Control ID EMPLOYEE_SALARY_PS_NVISION as this is the name of the query you want to
schedule
Step 4: Click the Add button

3
4
170
Schedule Query in PeopleSoft 9.0 Step 5

Step 5: Enter the query name or the first word(s)/letter(s) in the Query Name field (in this
example EMPLOYEE) and click on the search button. Alternatively, if unknown, leave the
Query Name field blank and click on the search button to display all queries in the system
5
171

Step 6: Select the query you wish to schedule from the search results. In this example,
EMPLOYEE_SALARY_PS_NVISION is the query you wish to schedule
6
172

Step 7: The description value will default from the query name in the Description free-text field
(this can be amended if necessary)
Step 8: Click on the Run button
7
8
173

Step 9: Complete/verify the following fields: Server Name, Recurrence, Time Zone, Run Date,
Run Time, Type and Format. Please refer to local Query schedule documentation to complete
the process Scheduler Request
Step 10: Click on the Distribution link. Please note, the distribution link will only display if you
select the Web, Window or Email output type
9
10
174

Step 11: Your user ID will default (modify if necessary). Select the folder to which the query
results will be posted. In this example, select general
In this example, you also wish to receive the query via email so click on the required email
format for the query. In this example, you select Email Web Report
175

11

Step 12: Complete the Email Subject, Message Text and Email Address List
Step 13: Click on the OK button
176

13
12

Step 14: You are directed back to the Process Scheduler Request page. Click on the OK button
Step 15: You are directed to the Schedule Query page. Click on the Save button to complete
the schedule query process
15
177
14

Step 16: To see whether the query has been run or has been scheduled, navigate to the
Schedule Query menu and search for the query (using the Run Control ID)

Step 17: Click the Process Monitor link to view the status of your request or click the Report
Manager link to view the output of your request. In this example, since the query has been
scheduled to run on 31/12/2010 click on the Process Monitor link

17
178
16

Step 18: The Process List tab displays the scheduled query. The Server list tab indicates the
server the Query will be scheduled on
179

180
Key take-away item
Schedule Query is a new functionality in
PeopleSoft 9.0, offering the ability to schedule
certain queries to run periodically as often as
required. The Schedule Query tool can be
accessed directly via the Schedule Query
Menu, the Query Manager and Query Viewer
pages
Congratulations. You have successfully completed the Schedule Query in



181
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Understanding

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182
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Understanding

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End of Training

183
PeopleSoft 9.0 training modules

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If you have any questions regarding the training modules
or PeopleSoft 9.0 please contact your local PeopleSoft
Champion (Unilever) or your Special Point of Contact
(Accenture)
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