PeopleSoft HCM Essentials Online Training Course Content


HRMS Products and Business Processes

Architecture (PIA - Pure Internet Architecture)

Personalizations& Navigation 

Anatomy of Components, Table Driven Architecture

Effective Date, Sequence & Actions

SetID, Business Unit, Record Groups and TableSet Sharing

Security - User Profiles, Roles & Permission Lists

HCM Row Level Security

Translate Table,  Control Tables & Transaction Tables

Foundation Tables (Installation Table, Company, Departments, Locations, Establishments, Frequencies, 
Job Codes, Pay Groups, Salary Admin Plan, Grade, Step, Compensation Rate Codes, Holiday Schedules..)

Personal Data

Organizational Relationships & Employee Records

Job Data

Action & Reason Codes


Position Management

Template-Based Hires (Smart Hire) 

Check Lists

Monitor Health & Safety

Fundamentals of HR Reporting - Point of Time & Period Of Time Reporting

Scheduling/Running Reports & Processes




Base Benefits

Business Process Overview 

Phases of the Benefits Process

Deductions for Benefit Plans

Setting Up Benefit Plans 

Plan Providers

Coverage Codes

Coverage Group Codes

Benefit Rate Types & Rates

Coverage Formulas

Annual Benefit Base Rates (ABBR)

Calculation Rules

Health Plans

Life Plans 

Disability Plans 

Savings Plans

Leave Plans

Pension Plans 

Vacation Buy/Sell Plans 

Flexible Spending Accounts

Benefit Programs

Cloning Benefit Program

Dependents and Beneficiaries 

Assigning Employees to Benefit Programs

Enrolling Employees in Benefit Plans

Benefits Billing

Processing Leave Accruals 


HIPAA (Health Insurance Portability and Accountability Act)

Using Multiple Jobs With Benefits

eBenefits Self Service Functionality with Base Benefits


NA Payroll  

Overview of Business Process

Foundation Tables

Employee Information

Payroll Processing Tables

Bank related Tables

Pay Groups

Earnings Codes and Earnings Programs

Shift & Rate Code Tables


General Deductions

Benefit Deductions

Tax Tables

Balance IDs

Pay Run IDs

Pay Calendars

Pay Sheet Creation

Pay Calculation

Pay Confirmation

Off-Cycle Processing

Manual Checks

Check Reversal/Adjustment

Final Check Process