Drive Your Organization through Positions Using PeopleSoft HCM

1. Drive Your Organization through Positions Using PeopleSoft HCM Presented by : Vishal Rao Hexaware Technologies Inc.

2. Agenda Managing Position Data Maximizing Position Data Creating Positions Manage Positions Overview

3. Overview Manage Positions business process helps you define Human Resources by position, rather than job or by employee. With this application, you can : • Create and track positions data and history • Process employee appointments by position • Maintain incumbent data • Budget for positions and departments • View incumbent, position, and budget histories

4. When To Use Manage Positions Business Process • If your organization is fluid: you tend to view broader groupings of employees and often create new jobs • If your organization is fairly static: jobs and job descriptions are mostly fixed, and people move in and out of them • If both methods serve you well in different areas of your organization, you can choose to structure HR by position for some departments or management levels and by employee for others

5. Pre-Requisites Before we start working with the position creation,We must set up information in the following tables • Installation Table • Department Table • Company Table • Job Code Table • Location Table (USF) • POI Table (USF)

6. Creating Positions • Position Data – Description • Enter a description of the position • Position Data - Specific Information • Enter information that is specific to the position being created • Position Data - Budget and Incumbents • Review the position's current budget and incumbents

7. Position Data - Description Organizational Development, Position Management, Maintain Positions/Budgets, Add/Update Position Info, Description

8. Position Data - Description Organizational Development, Position Management, Maintain Positions/Budgets, Add/Update Position Info, Description

9. Position Data - Specific Information Organizational Development, Position Management, Maintain Positions/Budgets, Add/Update Position Info, Specific Information

10. Position Data - Budget and Incumbents Organizational Development, Position Management, Maintain Positions/Budgets, Add/Update Position Info, Budget and Incumbents

11. Data Changes • Considerations • Position data changes • Incumbent data changes • Position and incumbent data changes

12. Assigning Employees to Positions

13. Maximizing Position Data • Create departmental budgets • View budget summary information • View and report on vacant budgeted position information • Review position summary information • Maintain your organizational structure • Run the organizational structure reports

14. Update Department Budget Data Organizational Development, Position Management, Maintain Positions/Budgets, Update Dept Budget Data, Update Dept Budget Data

15. Budget Status Organizational Development, Position Management, Review Position/Budget Info, Budget Status, Budget Status

16. Department Vacant Position Information Organizational Development, Position Management, Review Position/Budget Info, Vacant Budgeted Positions

17. Current and Historical Information Organizational Development, Position Management, Review Position/Budget Info, Position Summary, Position Summary

18. Position Hierarchies through Tree Manager

19. Running the Organizational Report Organizational Development, Position Management, Create Organization Structure, Create Organizational Report, Create Organizational Report

20. Q & A vishalr@hexaware.com

21. Thank You

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