PeopleSoft Learning

Prompt table Exclusion List in Peoplesoft.
Improve prompt table performance in Peoplesoft

Many fields in PeopleSoft applications has lookup or prompts tables indicated by the magnifying glass. When you click on that icon you are taken to a lookup dialogue, but by default
the search fires automatically.

However, in peoplesoft only the first 300 rows are retrieved into the component buffer, and only the first 100 rows of that set are shown on the first page. These results are almost certainly
useless to the operator who must then enter criteria into the lookup search dialogue and search again.

If we can suppress the automatic search performance of the prompt will improve. User can search the data after providing the search values and no.of rows returned will less and more usefull to the user.

Question is how can we suppress this ? from 8.44 peoplesoft has provided the Prompt table Exclusion List.

Peopletools >Utilites > Administration > Lookup Exclusion Table.

The tables in this list are stored in the Application server cache.
You don't have to restart any application servers before the behaviour of the lookup to change.

You should should for those prompt which usually takes more time.

The following query will identify all the records that are used as look-up records within a PeopleSoft system.

SELECT DISTINCT r.recname
FROM pspnlfield p
, psrecfielddb f
, psrecdefn r
WHERE p.fieldname = f.fieldname
AND p.recname = f.recname
AND r.recname = f.edittable

Overview PeopleSoft 8 steps






Starting with peoplesoft Application Desinger

Peoplesoft (Oracle) VS SAP
Why Peoplesoft ?

A Comprehensive Study of the Costs and Benefits of PeopleSoft Enterprise Versus SAP

Weighing Your Options for Human Capital Management

A Brief Cost and Benefit Overview for SAP Customers

Choosing the Best Human Capital Management Suite

PeopleSoft HRMS Reporting by Adam T. Bromwich

Setup and configure workflow

1) Main Menu > Set Up HRMS > Common Definitions > Approvals > Register Transaction ----- Create Approval Process ID (Cross refernce table , Header table , App class ,Approval compoent is defined).

2) Main Menu > Set Up HRMS > Common Definitions > Approvals > Setup Process Definitions ----Create Definiation ID for the Process ID, Definaiton Criteria ,Stages ,paths ,steps

3) Main Menu > Set Up HRMS > Common Definitions > Approvals > Configure Transaction ----- Add Events and notifications to transaction.

4) Main Menu > Set Up HRMS > Common Definitions > Approvals > Workflow Transaction ----- Register workflow transactions.

5) Main Menu > Set Up HRMS > Common Definitions > Approvals > Maintain User Lists ------ Define the user list or hierarchy used for routing transactions for approval.

6) Main Menu > Set Up HRMS > Common Definitions > Approvals > Generic Templates ------ Maintain email templates.

7)Main Menu > Set Up HRMS > Common Definitions >Selfserivce > System workflow rules ------ Workflow rule for speicfic SETID.

Approvals and Delegation

1) Main Menu > Workforce Administration > Self Service Transactions > Add Delegation Request ----- Add a new delegation request on behalf of a delegator.

2) Main Menu > Workforce Administration > Self Service Transactions > Administer Delegation ----- Admin for the Delegation. Admin can delegate the transactions .

3) Main Menu > Workforce Administration > Self Service Transactions > Administer/Monitor Apporavals ----- AWE admin for the Approvals. Admin can apporve transactions.

4)Main Menu > Workforce Administration > Self Service Transactions > Approvals Audit Report ----- Apporvals Audit Report.

Delegation setup

1)Main Menu > Set Up HRMS > Common Definitions > Delegation > Installation settings ----- Configure AWE Admin Role , Enable Hierarcies , Duration to check for active proxies

2)Main Menu > Set Up HRMS > Common Definitions > Delegation > Configure Delegation Transactions ----- Configure Delegation Transaction.

PeopleSoft Application Engine replaces this meta-SQL construct with a platform-dependent SQL statement that updates the system catalog tables used by the database optimizer in choosing optimal query plans.
Peoplesoft intends that you use this construct after your
program has inserted large amounts of data into a temporary table that will be deleted before the end of the program run.

For databases that either execute an implicit commit for %UpdateStats or require a commit before and/or after this meta-SQL, PeopleSoft Application Engine skips %UpdateStats in the following circumstances:
• A commit is not allowed, as in within an Application Engine program called from
PeopleCode.
• The program issues a non-select SQL statement since the last commit occurred. In such a situation, data is likely to have changed.
• You are deferring commits in a select/fetch loop in a restartable program. PeopleSoft Application Engine skips %UpdateStats even if the previous condition is false.

Question # 1: What types of delegations are supported in 9.0?

Answer: The following delegations are supported:.

• Upward - delegating to your manager

• Downward - delegating to your subordinate

• Lateral - delegating to a peer Please note that cascading delegation is NOT supported (see question #2 for more information).

Question # 2: What is a cascading delegation?

Answer: Cascading delegation is the ability to delegate your delegated authority. For example:.

If Antonio delegates the ability to approve absence requests to Owen and Owen accepts the delegation, Owen cannot then re-delegate that same absence request approval authority to Will, Laura, or anyone else in the organization. Once a proxy has accepted a delegation request, he/she cannot delegate that authority to someone else and only the delegator (or the Delegation Administrator on behalf of the delegator) can revoke the request.

Question # 3: Does the application server need to be bounced when changes are made to the Delegation Installation Settings page?

Answer: No, the application server does NOT need to be bounced when changes are made to the Delegation Installation Settings page. Changes are reflected once the page has been saved.

Question # 4: What happens to any pending transactions when a delegation is revoked?

Answer: If there are pending transactions and a delegation is revoked, the pending transactions will be re-routed to the delegator.

Question # 5: How does delegation work with the Alternate User ID field on the User Profile component?

Answer: When new delegation requests are added, the system checks the User Profile - Workflow tab, so see if an Alternate User ID has been specified and if the dates overlap. If the dates overlap, the system will issue a warning to the user. The delegation request will override the User Profile Alternate User ID, but only for the transactions included in the delegation request.

Question # 6: Can a user delegate a transaction that they do not have access to?

Answer: No, a user cannot delegate transactions that they do not have access to. For example, an employee who is not a manager and does not have access to manager-level transactions would not be able to delegate manager specific transactions.

Question # 7: When searching for a proxy by hierarchy can you search up the hierarchy as well as down the hierarchy?

Answer: For any hierarchy chosen, the system will only drill up or down one level and return a set of employees. For example, the system will not show indirect reports or people above the user’s direct manager. This is by design.

Question # 8: What notifications are delivered for delegation?

Answer: The following notification templates are delivered as system data for delegation:

DelegationAccept - Accept Delegation

DelegationAdminAdd - Admin adds Delegation requests

DelegationAdminRevoke - Admin revokes Delegation

DelegationBatch - Batch to send email

DelegationError - Delegation Error

DelegationNotifyAdmin - Delegation Notify Admin

DelegationReject - Reject Delegation

DelegationRequest - Delegation Request

DelegationRevoke - Revoke Delegation

Question # 9: Where can I find all the Delegation related components?

Answer:

For setting up Delegation, all components may be found at

Main Menu > Setup HRMS > Common Definitions > Delegation > Delegation Setup Center

. Users of these components should be functional analysts and technical implementers. For maintaining Delegation, all components may be found at

Main Menu > Workforce Administration > Self Service Transactions > Approvals and Delegation

. Users of these components should be delegation administrators or functional analysts. The set up and maintenance components for Delegation are located in two distinct areas of the application. It is recommended that delegation administrators be given access to the maintenance components but not the set up components because changes to set up data – inadvertent or otherwise – can impact the entire enterprise. Access to the set up Delegation components should be given to very few people in your organization. For manager and employee self service use of Delegation, the main component used may be found at

Main Menu > Self Service > Manage Delegation

. The Manage Delegation menu is available at the Employee Self Service level because employees (non-managers) may need access to this component to serve as a proxy and manage delegation requests they have received.

Question # 10: Can an inactive employee create a delegation request?

Answer: No. However, if the employee has multiple jobs and one of them is inactive and the other is active, the employee can still create delegation requests. Delegation uses user profiles which are created at the Employee ID level, not the Employee Record level.

Question # 11: Can a proxy initiate a transaction on behalf of him/herself?

Answer: No. In fact, when a proxy logs into the application to initiate a transaction on behalf of his/her manager (delegator), he/she will not be able to select his/her own name to process. This is by design

Question # 12: Can a manager use the Delegation self service UI to select an indirect report as a proxy?

Answer: No. For any hierarchy chosen, the system will only drill up or down one level and return a set of employees. For example, the system will not show indirect reports or people above the user’s direct manager. This is by design to avoid circular delegation.

Question # 13: What is the intended purpose of the Delegation Administrator role?

Answer: At least one person in your organization should be designated a Delegation Administrator. The Delegation Administrator monitors delegation requests and can quickly troubleshoot any requests that have been sitting in someone’s queue for too long. He/she may also create delegation requests on behalf of employees or managers who are absent and do not have access to the application for reasons beyond their control. He/she may also be responsible for reacting to proxies who become inactive or ineligible for whatever reason. It is not intended for the Delegation Administrator to approve each delegation request that is sent.

Question # 14: Can a proxy revoke an already accepted delegation request using the application’s self service UI?

Answer: No. Only the delegator can revoke an accepted delegation request using the application’s self service UI. If a proxy can no longer serve his/her delegator, he/she must contact the delegator and ask him/her to revoke the request If the delegator is no longer available, then the Delegation Administrator can handle revoking the request.

Question #15 : Can a manager assign multiple individuals as a proxy.

Answer: Yes. Each user can assign multiple people as a proxy and each proxy can have one or more transactions delegated to them. For example, as a manager I can delegate direct report Joe as my proxy for ePerformance transactions but delegate Nancy as my proxy for eProfile transactions. However, I cannot delegate the same transaction to more than one proxy.

Question #16 : Can an individual be a proxy for one or more managers?

Answer: Yes. We provide a self service page that provides the proxy with all the information pertinent to their responsibilities (delegation authorities).

Question #17: Can a manager delegate to one or all of his or her departments by role? Answer:

Delegation does not allow you to configure which departments may delegate and by which role. You can however configure which persons a manager may choose from to serve as his/her proxy.

Customers using functionality that does a lot of processing in Java (for example, XMLPublisher) should consider setting the JVM options for the application server. The default JVM options may not be optimal. In that case, we recommend adding the following setting to psappsrv.cfg or psprcs.cfg (in addition to the already existing options):
-server -Xms128m -Xmx512m

The benefits of PSAESRV versus PSAE are a popular topic of discussion. Our studies have shown that PSAE is as good as
PSAESRV for most practical purposes.
If you have an application engine job that runs longer than 10 seconds, PSAE is equivalent to PSAESRV. PSAE has the added
advantage of being recycled at the end of each application engine job, cleaning up any outstanding SQL cursors to the database
that may have been left behind. Because PSAE recycles after each use, PSAE does not have any possible memory leakage
problem that may occupy the precious system memory. In short, PSAE is a cleaner workhorse.
To shutdown PSAESRV, when you configure the Process Scheduler, you can change the default of the PSAESRV instance to 0.
Values for config section - PSAESRV
Max Instances =0
Recycle Count=1000
Allowed Consec Service Failures=2

Here's a summary of the run status translates (from PeopleTools 8.49). Note that not all of these are active.
Value Status
1 Cancel
2 Delete
3 Error
4 Hold
5 Queued
6 Initiated
7 Processing
8 Cancelled
9 Success
10 Not Successful
11 Posted
12 Unable to Post
13 resend
14 Posting
15 Content Generated
16 Pending
17 Success with Warning
18 Blocked
19 Restart

Base Benefit Tables

PS_BEN_PROG_PARTIC - EE Benefit program participation.
PS_BENEFIT_PARTIC - Ben Plan type enrollment control
PS_BENEF_COMMENT - Benefit Comments

Dependent Details table

PS_DEPENDENT_BENEF - View Dependents/Beneficiaries
PS_DEP_BEN - EE Dependents/Beneficiaries
PS_DEP_BEN_EFF - EE Dependents Details EFFDT
PS_DEP_BENEF_VW - EE Dependent Only View
PS_DEP_BEN_ADDR - EE Dependent Address details
PS_BEN_NAME - EE Dependent Name
PS_DEP_BENEF_NID - Dependent / Benef National ID s
PS_DEPENDENT_PHONE - Dependent/Benef Phone Numbers

Health Plan Tables – Plan types – 1%

PS_HEALTH_PLAN_TBL - Health Plan Attributes Table
PS_HEALTH_PLAN_VW - Health Plans types View with its long descr plan type LIKE ‘1%’
PS_HEALTH_PLAN_LNG - Health Plans types view with its long descr lng plan type like ‘1%’

PS_HEALTH_BENEFIT - Health Benefits EE Elections
PS_HEALTH_DEPENDNT - Health Benefits EE Dependent Elections

PS_HEALTH_VW - EE Current Health Elections

Savings Plan Tables – Plan types - 4%

PS_SAVINGS_PLN_TBL -Savings Plan Attributes Table.
PS_SAVINGS_INV_TBL - Describing a specific investment option
Available within a Savings Plan type.
PS_ SAVINGS_PLN_VW -Savings Plan types view with its long description

PS_SAVINGS_PLAN -Savings Plan Enrollment Table.
PS_SAVINGS_BENEFIC -Savings Plan Beneficiaries.
PS_SAVINGS_INVEST -Savings Plan Enrollment Investment option.
PS_SAVINGS_PLAN_VW -Savings Plan Enrollment view

Life Plan Tables – Plan types - 2%

PS_LIFE_ADD_TBL -Life AD/D Ben Plan Parameters
PS_LIFE_PLAN_VW -Life AD/D Plan type views

PS_LIFE_ADD_BEN -EE Life AD/D Benefit Enrollment
PS_LIFE_ADD_BENEFC -EE Life AD/D Beneficiaries
PS_LIFE_VW -EE Current Life AD/D Benefits

FSA Plan Tables – Plan types - 6%

PS_FSA_BENEF_TBL -FSA Benefit Plan Parameters
PS_FSA_PLAN_VW -FSA Plan Type with its long description.

PS_ FSA_BENEFIT -EE FSA Benefit Enrollment View
PS_FSA_BENEFIT_VW -EE FSA Benefit Enrollment View

Retirement Plan Tables – Plan Types – 7%

PS_RTRMNT_PLAN_TBL -Retirement Plan Attributes Table
PS_RTRMNT_PLAN_VW -Retirement Plan types view

PS_RTRMNT_PLAN -EE Retirement Enrollment Table
PS_RTRMNT_VW -EE Current Retirement Benefits

Simple Plan Tables – Plan Types – A%

PS_SIMPLE_BENEFIT - EE Simple Benefits Plans Enrollments
PS_SIMPLE_PLAN_TBL - Plan attributes table.
PS_SIMPLE_PLAN_VW - Simple Plan Types view with long description.

Disability benefit plan table

PS_DISABILITY_BEN EE Disability Ben Enrollments
PS_DISABILITY_VW EE Current Disability Bens

Build Search Index - PORTAL_INDEX

PeopleTools > Portal > Build Registry Search Index
PORTAL_INDEX - is the Application Engine process which creates the search index.
The search index derives keywords from the content reference labels and long descriptions.

Associating Keywords to Content References.
Additional keywords can be assigned to a content reference by adding portal KEYWORD attributes. This is very useful if there are synonym-type keywords that are not mentioned in the title or description; for example, P.O. versus Purchase Order.

Following steps to be followed to setup for the military customers / employees

1) Set Up HRMS>Install> Installation Table> Products
check military check.

2)Modify the search views to include the Military ranks
Record MIL_SRCH_SBR - check the alternate key for all fields in the record field properties
which adds 3 new fields in the search page Military Service, Military Rank and Worn Rank
in the modify the person.

3) setup the Event manager registry for updateMilitaryNames handler

SetUp HRMS> System Administration> HCM Event Manager> Event Registry

Event name :- AssignmentMilitaryRankChanged
make this event active.

Confirm that the Handler:UpdateMilitaryNames is Active in the Registered Handlers Tab on the Event Manager – Registry page.

Handler mode:- It should be synchronous.