TCS PeopleSoft Training Program Introduction to PeopleSoft

1 October 2016 PeopleSoft History

1 October 2016 The PeopleSoft Beginning Founders: Dave Duffield and Ken Morris Year: 1987 Architecture: Client-server Features: Enterprise Integration Ease of use Flexibility

1 October 2016 Versions 1987:PeopleSoft founded 1988: HRMS released 1996: PeopleSoft : PeopleSoft : PeopleSoft 8 First ERP package Upgraded ERP modules Pure Internet Architecture Client-Server Architecture

1 October 2016 Financial Management Enterprise Performance Management Supply Chain Management Campus Solutions Human Capital Management Customer Relationship Management PeopleSoft Basic Modules

1 October 2016 PeopleSoft HCM incorporates HR trends and leading practices into its products. It has also integrated many efficiencies in the form of templates, guides, and product functionality, which can be directly applied to any company. It is an enterprise-wide strategy for enabling the organization to utilize the full value of the workforce. It provides a tangible blueprint for transforming the HR operations. PeopleSoft Human Capital Management HCM Product Modules Workforce Administration Workforce Development Organization Development Global Payroll and Absence Management Benefits Enterprise Learning Recruitment Self service Time and Labor

1 October 2016 PeopleSoft Financial Management Get the power to compete in the business world with our comprehensive suite of pure internet financial applications. FM Product Modules Fixed Asset Accounting Funds Transfer Pricing General Ledger Cash Management Payables Purchasing Receivables Business Planning and Budgeting Investor Portal

1 October 2016 PeopleSoft Customer Relationship Management CRM Product Modules Customer Management Bill Presentation and Account Management Marketing, Sales and Order Capture Mobile Number Portability Support and Service Management Campaign Management and Telemarketing Increase revenues and drive customer satisfaction and loyalty through Sales, Marketing, and Service effectiveness.

1 October 2016 PeopleSoft Supply Chain Management SCM Product Modules Customer Order Management Logistics – Inventory Manufacturing Solution Engineering, Flow Production Manufacturing, Quality Supply Chain Planning Demand Planning Inventory Policy Planning Supply Planning Advanced Multisided Planner Supply Planning Multisided Material Planner Provides a cohesive and flexible solution for the synchronized supply chain. Drive efficiencies in cost savings over your entire supply chain—including your plan-to- produce and order-to-cash business processes.

1 October 2016 PeopleSoft Enterprise Performance Management EPM Product Modules Functional Analytics CRM Analytics Financial Analytics Supply Chain Analytics Workforce Analytics Helps to achieve world-class performance by aligning the right information and resources to strategic objectives and Solutions for every budget and every phase of the management cycle.

1 October 2016 PeopleSoft Campus Solutions Campus Solutions Product Modules Academic Advisement Campus Community Campus Self Service Contributor Relations Financial Aid Recruiting and Admissions Student Administration Student Records and Financials. Manage the student lifecycle end to end-driving operational efficiency, reducing costs, and freeing resources to support the goals of higher education institutions

1 October 2016 Basics of PeopleSoft

1 October 2016 A Few Fundamental Concepts How the data is stored in PeopleSoft? What is Effective Date? What is Business Unit and Set Id?

1 October 2016 PeopleSoft applications are table-based systems. The data resides in a relational database. The tables consist of rows and columns. These tables are called Records in PeopleSoft Terminology. The columns are known as Fields in PeopleSoft. PeopleSoft tables (Records) can be classified as: Transaction Tables Transactional tables, as the name suggests store the data for the transactions conducted. They are used to record the day-to-day transactions. Hence, very dynamic in nature. Most of the field users will be entering rows into transaction tables. When you create an invoice, hire employee or update proposal information, you will enter rows into the respective Invoice, Employee or Proposal transaction tables. Control Tables. The control tables define the business rules and master data for UNDP and its partner agencies. These tables are not updated daily and are mostly maintained centrally at Headquarters. These tables include information such as pay groups, vendor information etc. These tables are identified by a Set Identifier known as SET ID. For understanding of what a SET ID is. How the data is stored in PeopleSoft?

1 October 2016 Effective Date Logic Effective dated information in PeopleSoft helps you to keep a chronological record of the data. An effective dated record would keep a history of all the changes made to the records and tag the changes by date. This means that users can take out reports and do analysis at a particular date with the information prevailing as on that date. When you change the information, the old information is not deleted but is stored in the database with a past effective date. Example : Let us take the example of an employee and his salary plan. A vendor’s address has been changed on 12/15/2003 from A to B. This change will be effected in the vendor information by adding a new row of data to the vendor address record with an effective date of 12/15/2003. The transactions performed before 12/15/2003 shall consider the vendor’s address as A. For any transaction with that vendor after that date, his address shall be B.

1 October 2016 A Business Unit is the highest level of organizational hierarchy in PeopleSoft. It represents an Independent Unit for the purpose of recording transactions and reporting. For UNDP, UNDP1 is the business unit in PeopleSoft. A Set ID is a common identifier for the tables. It allows you to share the control data across various business units. The control data is associated with a Set ID. The Set ID is in turn associated with a business unit. This helps you share a set of control data for multiple business units and reduce the pain of data redundancy. Business Unit and Set ID

1 October 2016 How to use the system?

1 October 2016 Accessing PeopleSoft Changing the password Navigating through the system Searching for records PeopleSoft Navigation

1 October 2016 Accessing PeopleSoft Open a browser window Navigate to the PeopleSoft URL provided to you Enter the User ID and Password assigned to you and click on the Sign In button

1 October 2016 PeopleSoft Sign-on

1 October 2016 Changing the User Password After logging into the PeopleSoft application, you can change the default password set for you Navigate to the ‘Change My Password’ link at the bottom of the page Enter the new password, confirm the password and click on the ‘Change Password’ button

1 October 2016 Change Password Screen

1 October 2016 Navigating through PeopleSoft PeopleSoft navigation is a simple point click similar to browsing a web page. The PeopleSoft Navigation is based on the portal navigation. So depending on the role you are assigned, the appropriate screen will be displayed.

1 October 2016 These tabs help you move across various pages in this component Clicking on this link opens a new window of peoplesoft Click this link to access the online People Books help Scroll areas within a page Menu with the folders represent various modules. Each of these folders contains sub-folders and links to the components and pages. The circled item is the link. The links appear in blue font with an underline indicating a hyperlink. These buttons carry out the actions like saving the data, sending an notification, moving to the next record etc. Use these buttons to add or delete records in a scroll area. PeopleSoft Page

1 October 2016 Searching Records in PeopleSoft Search capability in PeopleSoft allow you to retrieve the existing records for viewing and updating the information. When you select a page to open from the PeopleSoft menus, a Search page is displayed that allows you to find a record or group of records.

1 October 2016 Search Page

1 October 2016 People Soft Internet Architecture

1 October 2016 PeopleSoft Internet Architecture (PIA) PeopleSoft Pure Internet Architecture is an architecture without a client. There is no complex, expensive client software installation. No Java applets, Windows DLLs, or browser plug-ins are necessary for this "thin" client architecture. Thus, the client can be a Web browser, mobile device, or external system that uses standard Internet technologies such as HTTP, HTML, and XML to communicate with the PeopleSoft Internet Application Server. PIA is completely server based. Clients to this architecture can be nearly any kind of Internet access devices. Wireless device or cell phone with Internet browse capabilities. External or third party system with XML/HTTP protocols.

1 October 2016 PeopleSoft Internet Architecture Component Interface Application Messages Application Engine

1 October 2016 PIA Allows Extensive Portability Web Browser Independence Client Operation System Independence Leverages your Unique, Strategic Business Practices Web Focused Development Environment Upgrade Support Multi-Currency and Multi-Lingual Support Project Support

1 October 2016 PIA The PeopleSoft Internet Architecture has four components Internet Browser (IE 5.0 or above) Web Server (Unix or NT) Application Server (Unix or NT) Database Server (Oracle, MS-SQL Server, DB2, Sybase, Informix) To really understand the PIA, you need to understand the functionality of each of the architecture systems.

1 October 2016 Web Browser A web browser running on a workstation is the most common internet access. A key concept of internet architecture is that there is no complex, expensive client software installation System Catalog Tables PeopleTools Tables Application Data Tables Internet Browser (IE 5.0 or above) Web Server (Unix or NT) Application Server (Unix or NT) Database Server JOLTSQLHTTP SSL

1 October 2016 The Web Server is the intermediary processor. The purpose of Web Server is Relay data back and forth between the browser and application server. Handle encryption. Manage connections between the browsers. The web server uses Java to implement logic and uses JOLT to communicate to the application server. Web Server

1 October 2016 Application Server The Application Server is where all the PeopleSoft logic occurs. The Application Server is the brain of the PeopleSoft Internet application. A new server process resides in the application server domain that performs all applications processing for PeopleSoft Internet session and generates the HTML to be displayed in the browser. This process is called PSAPPSRV.

1 October 2016 System Catalog Tables SYSOBJECTS SYSCOLUMNS PeopleTools Tables PSRECDEFN PSPNLDEFN Application Data Tables PS_STUDENT_DATA PS_CUSTOMER_TBL Database Server With the use of PeopleSoft Internet Architecture, the database will store the pages, an image repository and URL repository. System Catalog Tables Store indexes and physical characteristics of tables, views and columns. PeopleTools Tables Store object-related data pertaining to the online processing of the system and activities that occur during the import. Updates to objects such as records, pages and menus result in entries to the PeopleTools tables. The names of PeopleTools tables typically begin with PS. Application Data Tables Contains data created by the user

1 October 2016 People Soft Application Development

1 October 2016 Application Development Application Development is a step-by-step process. Between design and rollout, application objects are defined and built, relationships are established security is implemented and every aspect is tested thoroughly. The majority of these activities is completed in Application Designer. Application Designer is an integrated development and upgrade tool that organizes the object definitions of a business application into a single work area. Application Designer organizes the object definitions of a business application into an Object Workspace, Project Workspace and an Output Window. Object definitions are created using the “Nine Steps of Application Development”.

1 October 2016 Design the Application Define New Fields Create Record Definition Build SQL Table Create Page Definition Create Component Create Menu Definition Enable Security Test the Application Project Application Designer Maintain Security Online & Query Tool PeopleTools Tables System Catalog & Application Data Tables PeopleTools Tables Application Data Tables Nine Steps of Application Development PeopleToolDatabase Tool

1 October 2016 Thank you ________________________