Organization Master Data Setup

After the initial installation settings are done, the first step in configuring the application for an
organisation is to Set-Up the Organisational Master Data. This data is also referred as
Foundation Data.
The following organizational data will be setup
!o"pan#
$usiness Unit % Set &Ds
'ocations
Depart"ents
(ob Master Data
SetID
)ith Set &D*s definition it is possible to control what a business unit can access within a table, as
the# are used to restrict or grant access to different data in a single table thereb# allowing table
set sharing. &n +#z !o"pan#, each 'O$ ,'ine of business- "aintain separate depart"ent,
designation etc. Set&D will be created for each line of business so that each 'O$ can .iew
respecti.e data.
/a.igation People Tools >Utilities >Administration> TableSet IDs
Business Units
The $usiness Units are logical organizational entities, deter"inant on "an# control tables, which
are a wa# of trac0ing specific business infor"ation for reporting and for data collection. &n+#z
!o"pan#, business unit will be created for each 'O$.
/a.igation Set Up HRMS> Foundation Tables >Organization> Business Unit
ompanies
The purpose of the !o"pan# table is to define organization*s legal business entities.
&n 1eopleSoft length of co"pan# field is 2 characters.
The !o"panies are created in !o"pan# co"ponent, di.ided in 3 pages
!o"pan# 'ocation
Default Settings
1hones
4ules Definition
/a.igation Set Up HRMS> Foundation Tables >Organization >ompan!
ompan!" #o$ation tab
!o"pan# is defined with code, the effecti.e date fro" which it e5ists, short and long description
of the co"pan# and the address. &t can be associated with the 'ocation, if it was alread# set up,
and the corresponding set &D.
1eopleSoft allows 2 characters for !o"pan# code. Also, the 6FFDT can be set for all co"panies
as *78-78-8977* to a.oid an# data discrepancies.
ompan!" De%ault Settings tab
This page is used to specif# default co"pan# infor"ation, li0e regulator# region and currenc#
code. The .alues can be o.erridden at :ob le.el. 1a#roll for /orth A"erica will be ignored, as
well as the lin0ed fields.
ompan!" P&ones tab'
This page can be used to define the co"pan#*s industr# ,t#pe of industr# and industr# sector-
and the phone nu"bers of the co"pan#, li0e business, fa5, etc.
ompan!" Rules De%inition tab'
This page can be used to define the deci"al precision for Full-Ti"e 6;ui.alenc#, so the purpose
is to enter the nu"ber of deci"al positions that the s#ste" will use to calculate FT6. FT6 is used
for calculating the e"plo#ees pa# on basis of hours wor0ed. This feature will not be re;uired for
D$.
#o$ation
The purpose of establishing 'ocations in 1eopleSoft application is to clearl# identif# ph#sical
local place where the e"plo#ees wor0.
1eopleSoft 'ocations would be "apped with the actual +#z !o"pan# office locations. For each
location the default holida#-schedule will also be specified.
/a.igation Set Up HRMS >Foundation Tables >Organization > #o$ation
#o$ation " #o$ation Address tab
This page is used to record the 'ocation description, address, phone<Fa5, building, floor,
countr#, etc.
#o$ation " #o$ation Pro%ile tab
This page is used to store the location profile infor"ation, such as
Salar! De%ault = The Setid and Salar# plan will be used to default the salar# infor"ation
Regulator! Region or 4egion
Holida! S$&edule = a code defined with the specific holida#s of the 'ocation
Di(ision = lin0ed with the location
6ach 'ine of $usiness shares the 'ocations and thus, one setid will be created for each 'ine of
$usiness. &f a location is co""on for State and !orporate Office or State and Unit Office a
different location code will be configured to enable accurate data securit#. The list of locations
will be finalized in Steering.
Sub)#o$ation The purpose of establishing Sub 'ocations in 1eopleSoft application is to clearl#
identif# ph#sical local place where the e"plo#ees wor0.
1eopleSoft Sub 'ocations would be "apped with the actual +#z !o"pan#
Departments
The Depart"ents are an i"portant definition of the organizational structure. $ased on the
Depart"ent, the 'ocation code, co"pan# and "anager &D can be defaulted at the wor0er le.el.
+#z !o"pan# has currentl# "an# Depart"ents<>erticals such as Finance and Accounts, ?4,
6ditorial etc. These depart"ents can be "apped to 1eopleSoft depart"ents. These depart"ents
t#picall# ha.e parent le.el depart"ent or .erticals. 6ach .ertical will ha.e respecti.e corporate
head, state heads and unit heads.
/a.igation Set Up HRMS> Foundation Tables> Organization> Departments
Departments " Pro%ile
&n this page, Manager T#pe can be used to define the Manager &D or Manager*s 1osition nu"ber
of the depart"ent. Since +#z !o"pan# has depart"ents centrall# organized, thus, this feature
will not be used.
The depart"ent<.erticals in +#5 !o"pan# are listed in the table below.
S*O #ine o% Business Department ode Department Des$ription
8 ++++7 877 Actuar#
@ ++++7 8@7 Ad"n
2 ++++7 837 !lai"s
3 ++++7 8A7 !orporate
Department Tree
&n 1eopleSoft, Depart"ent tree will be built representing the depart"ent le.el hierarch#. &t can
also be used for go.erning the data securit# access but currentl# +#z will use 'ocation based
data securit# access.
/a.igation Tree Manager> Tree Manager
/ote )hene.er a new depart"ent needs to be added to the s#ste", it should be done through
the depart"ent tree. &t is essential to do this to "aintain the integrit# between the depart"ent
table and the depart"ent tree.
+ob odes
+#z !o"pan# "aintains Designations and Salar# grades for an e"plo#ee. The designation can
be "apped to 1eopleSoft (ob !ode. (ob !ode has standard hours, wor0 period, co"pensation
fre;uenc# etc.
/a.igation Set Up HRMS> Foundation Tables>+ob Attributes> +ob ode Table
+ob Famil! &t categorizes a :ob code into a "ore general grouping. For e5a"ple, a trust anal#st
and an operations anal#st into a :ob fa"il# called Anal#st.
The other tabs such as 6.aluation !riteria, Mar0et 1a# Match, Default and /on-$ase
!o"pensation are used "ainl# for !o"pensation and will not be configured in D$.
The table below depicts the Static 1ositions in +#z co"pan# that will be configured in
1eopleSoft.
+ob ode Des$ription
A!T778 ?ead and Appointed Actuar#
A!T77@ Manager = Actuar#
A!T772 Acturial Mgr ,Anal#tics-
A!T773 Deput# Manager-Actuar#
A!T77B Asst Mgr = Actuar#
urren$!
&ndian 4upees i.e. &/4 will be the base currenc# for +#z !o"pan# ?4MS s#ste".
/a.igation Set UP HRMS> Foundation Tables >urren$! and Mar,et Rates> urren$!
ode
Salar! Plan
Salar# 1lans define salar# co"ponents and default .alues for the co"ponents
/a.igation Set Up HRMS > Produ$t Related> ompensation> Base ompensation >Salar!
Plan
Salar! -rade and Step
+#z !o"pan# hires e"plo#ees in one of the following grades
/a.igation Set Up HRMS> Produ$t Related> ompensation> Base ompensation> Salar!
-rade
Set ID Salar! Administration Plan Salar! -rade Des$ription
++++7 S78 AMC Assistant
Manager
++++7 S78 A>1 Associate >ice
1resident
++++7 S78 !6O !hief 65ecuti.e
Officer
++++7 S78 D!O Deput# !6O
++++7 S78 DMC Deput# Manager
++++7 S78 6+A 65ecuti.e
Assistant
Salar! -rade " Salar! Step One default Salar# step will be created for "apping in (ob Data
omp Rate ode
!o"p 4ate code represents different co"ponents of salar# such as basic salar#, ?4A etc.
/a.igation Set Up HRMS> Foundation Tables> ompensation Rules> Rate ode lass
Table
+oining &e$,list
6"plo#ee*s docu"ents such as education details, e5perience certificate etc. are .erified b# ?4 at
the ti"e of :oining. ?4 .erifies these docu"ents and e"plo#ee details against a chec0list. The
sa"e chec0list can be configured in 1eopleSoft through following pages.
/a.igation Set Up HRMS > ommon De%initions> &e$,lists>&e$,list Items
/a.igation Set Up HRMS> ommon De%initions> &e$,lists> &e$,list
A$tion. A$tion Reason
During an e"plo#ee*s life c#cle in an organization, .arious acti.ities such as 1ro"otion,
Transfer etc. can happen. To record these e.ents, 1ersonnel action and action reasons can be
created in 1eopleSoft.
/a.igation Set Up HRMS> Produ$t Related> /or,%or$e Administration >A$tions
/a.igation Set Up HRMS> Produ$t Related> /or,%or$e Administration >A$tion Reasons
Following is the list of Actions that is deli.ered in 1eopleSoft.
S0*o0 A$tions A$tion Reason
8 ?iring ?&4
@ 1ro"otion 14O
2 Transfer +F4
3 1a# 4ate !hange 1AD
B Data !hange DTA
A 'ea.e of Absence 'OA
E 1aid 'ea.e of Absence 1'A
F 4ehire 46?
9 4etire"ent 46T
87 Ter"ination TD'
Address T!pe
Different address t#pes such as ?o"e, $usiness etc. can be defined at Address T#pe page.
/a.igation Set Up HRMS> Foundation Tables> Personal Address T!pe
/ote Address t#pe that is not re;uired can be re"o.ed.
*ational ID T!pe
/ational &D t#pes such as 1A/ nu"ber, >oter &D !ard can be defined here along with displa#
for"at.
/a.igation Set Up HRMS> Foundation Tables> Personal> *ational ID T!pe
Ban,
'ist of ban0s used across +#5 !o"pan# for e"plo#ee pa#roll processing can be configured here.
/a.igation Set Up ?4MS G!o""on DefinitionsG $an0ing G$an0s
Ban, " Bran$& Tab'
&n this page, &FS! code can be "apped to $an0 &dentifier !ode. A custo" field will be created
for M&!4 code.
1mplo!ee lass
6"plo#ee !lass will be used to differentiate the le.el of e"plo#ee = Unit, State or !orporate.
/a.igation Set Up ?4MS 1roduct 4elated )or0force Ad"inistration 'abor Ad"inistration
6"plo#ee !lass
Three 6"plo#ee !lasses will be configured = Unit, State and !orporate 6"plo#ee. 6"plo#ee
!lass will be assigned in the (ob Data of the e"plo#ee.
ontent Items
The acade"ic degrees, 4esponsibilities ,For 6ditorial-, !o"petencies, ?onors and awards etc
are defined in the following co"ponent. The degree is defined as a content t#pe and the .arious
degrees are referred as the content ite"s of content t#pe degree.
/a.igation Set Up HRMS > Produ$t Related >Pro%ile Management> ontent atalog
>ontent Items