Customizing PeopleSoft HR 7.5 Salary Administration at Northwestern University,Session 1010 Bridget Heneghan & Noel Gaceta March 19, 2001,Agenda,Why customize? Project overview System walkthrough Technical issues Functional issues Lessons learned Future enhancements Q & A,Why Customize Sal Admin?,Commercial Product Additional functionality needed Business requirements Group employees beyond company and department codes Merit Increase, Reappointment and Promotion Current information with nightly updates from Job and Position,NU Customizations,Northwestern on Commercial Product of PeopleSoft Customized product to meet University needs Additional panels: NW Job Data and NW Position Data,NW Job Data,NW Position Data,Objectives,Staff: Merit Increases Group employees beyond department codes Faculty: Merit Increases Reappointment Promotion Multiple Appointments,By the Numbers - Functional,50 users trained on data entry Records processed through Salary Admin: 4,428 Merit increases 394 Reappointments 75 Promotions Time Frame Planning - 1 month Development- 8 months,By the Numbers - Technical,9 New panels 7 Online edit reports (SQR) 1 Batch Update SQR 3 Data Load SQRS,Agenda,Why customize Project overview System walkthrough Technical issues Functional issues Lessons learned Future enhancements Q & A,Sal Admin Project Overview,Planning Development Data Entry Data Load,Planning Overview,Meetings with departmental users Functional decision making Salary Plans Sal Admin Units (SAU) Manual Spreadsheets Data load Technical and functional design specifications,Development - Overview,New tables New panel design Panel security Search records Grids Data refresh - real time and batch SQR development Testing,Data Entry - Overview,Who: School performed Data Entry Compensation and Provost Approved HRIS reviewed and Loaded Data What: Annual Merit Increase Process When: May through September 2000,Data Load - Overview,PreLoad- Queries and Edit reports were created to verify the data that was entered by users.Load- Merit increases, reappointments, and promotion data inserted rows onto the Job table.PostLoad-Queries and Edit reports were run to check data.,Agenda,Why customize Project overview System walkthrough Technical issues Functional issues Lessons learned Future enhancements Q & A,Sal Admin System Walkthrough,Menu navigation Setup panels Merit Increase Panels by Employee Merit Increase Panels by SAU Reappointment Promotion Load process,Menu Navigation,Go, Administer Workforce, NW Plan Salaries,Use,Setup,Report,Salary Plan Setup,Monthly Employees: FAC Faculty LIB Librarians EXS Exempt Staff ITS IT Staff,Hourly Employees: UPD University Police NEX Non Exempt Staff TMP Temporaries CWS Work Studies,Salary Plan groups employees who are eligible for increases at the same time and the same pay frequency.,Salary Plan Setup - FAC,Salary Grade Setup,Salary Grades are assigned to each jobcode,Salary Grade Setup,NW Salary Plan Control Setup,Panel was cloned and customized from PS Salary Admin Panel controls the employees who are eligible for a merit increase based on the hire date Panel controls the effective date of the increases for each Salary Plan Panel also controls the percentage increase for each Salary Plan,NW Salary Plan Control Setup,Percentage Increases,New Table: PS_NW_SAL_PLAN_CTL Stores salary plan percentage increases,NW Sal Employee Table,Stores merit increase, reappointment and promotion data Updated real time and overnight Data comes from PERSONAL_DATA, JOB, etc. via PS_EMPLOYEES,Salary Administration Units,SAU is a 6 digit code used to group employees for Salary Planning process. SAU is a key field on the Salary Planning Table and Panels Schools were allowed to assign an existing department code as their SAU,Merit by Employee Panels,Panel can be used to data enter merit increases, reappointment and promotion for an employee Displays position and job information about the employee Display fields are dynamic and update if something changes on Position and Job,Merit by Employee - Staff,Merit by Employee - Faculty,Security Issues,Panel Security Security Classes set up for access to panels Security administrator responsible for changing access from update to read only Row Level Security Implemented search views Users limited to data based on department,Search Views,Search View Creation,Example: NW_EMP_FAC_SRCH,Data Conditions,Security based on SAU,Example: Panel Before Entry,Example: Panel After Save,Merit by SAU,Panels display all employees in either Staff(NEX,EXS) or Faculty plans Data displayed in grid format facilitating mass data entry Grid works similar to an Excel spreadsheet allowing sort on any field Allows users to enter Merit Approval, Evaluation, Pct Incr or Incr and Ext Incr,Merit by SAU - Staff,Merit by SAU - Faculty,Grids,All about grids . Work like a spreadsheet Resize columns Reorder columns Sort data rows Used for high volume data entry,Scrolling right reveals more columns., some data enterable.,