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7/31/2019 PeopleSoft Training Development - Business Processes in Detail
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PeopleSoft ‘Training & Development’
- Process Details with Set Ups & Transactions
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SOA IT
Supported Business Processes
Setting up training programs and courses
You set up courses to create course sessions. After you set up courses, you can group the courses in
categories and subcategories to further help administer and plan training.
Setting up training costs
After you set up the training tables for vendors, instructors, training facilities, and equipment anddefine course codes and training programs, you can set up training costs.
Setting up training requirements
You identify training demands on three levels: general, departmental, and employee.
Planning training budgets and run scenarios
You can use budgetary scenarios (budgetary plans) to help plan budgets, approve demands, and
track and freeze budgets. You can define as many scenarios as you need for different budgetary
training plans.
Module Overview – Training & Development
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SOA IT
Supported Business Processes
Administering course sessionsCourse sessions can be divided into cut sessions, each one with its own start/ end date, location and
instructor.
Enrolling or wait listing students
You can set up different methods of enrolling students and set up waiting lists when sessions are full.
For all enrolment options, you can generate letters to notify students when you enrol them in acourse, reschedule a course, or cancel a course session.
Tracking student training
You can track requirements and achieve career objectives. You can track on- and off-site training
courses for employees and nonemployees (contractors or temporary workers).
Tracking student training costsYou can handle student reimbursements for external course expenses. The system calculates
reimbursable amounts according to schedules that you create. You run processes that update the
organization's training costs as students complete courses and are reimbursed for training expenses.
Costs are posted against the training budget.
Module Overview – Training & Development (Contd.)
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SOA IT
Self Service Business Processes
Employees
Request training
Review their training information
Managers
Request/ approve training for their direct reports
Review training information for their direct reports
Faculties enters the following training/ development information:
Professional training
Activities, administrative posts, and teaching responsibilities
Presentations and publications
Committees
Student advising
Module Overview – Training & Development (Contd.)
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SOA IT
To enter basic information about a vendor (Enterprise Learning> Define Training
Resources> Vendors> Vendor Profile)
Setting Up Vendors and Vendor Contacts
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To enter the vendor's address and the default cost charged by the vendor
(Enterprise Learning> Define Training Resources> Vendors> Address)
Setting Up Vendors and Vendor Contacts
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SOA IT
To enter the address of a vendor contact(Enterprise Learning> Define Training
Resources> Vendors Contacts> Vendor Contact Phone)
Setting Up Vendors and Vendor Contacts
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SOA IT
To enter the address of a vendor contact(Enterprise Learning> Define Training
Resources> Vendors Contacts> Vendor Contact Address)
Setting Up Vendors and Vendor Contacts
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SOA IT
To ensure that equipment is available where the courses take place, you associate
equipment and materials with specific training facilities (Enterprise Learning>Define Training Resources> Equipment and Materials)
Setting Up Training Equipment, Materials & Facilities
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SOA IT
To record the address of each training facility that your organization uses
(Enterprise Learning> Define Training Resources> Training Facilities> Address)
Setting Up Training Equipment, Materials & Facilities
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SOA IT
To enter the contact name and telephone number for the training facility and list
the available equipment (Enterprise Learning> Define Training Resources>Training Facilities> Contacts and Equipment)
Setting Up Training Equipment, Materials & Facilities
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SOA IT
To track information about each training room at a facility: location, capacity, cost,
and the fixed equipment that is available in the room (Enterprise Learning>Define Training Resources> Training Facilities> Training Rooms)
Setting Up Training Equipment, Materials & Facilities
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SOA IT
To enter directions to a training facility (Enterprise Learning> Define Training
Resources> Training Facilities> Directions)
Setting Up Training Equipment, Materials & Facilities
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To add an instructor to the Instructor table (Enterprise Learning> Define Training
Resources> Instructors> Instructor Profile)
Adding Instructors
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To define the courses that an instructor is qualified to teach (Enterprise Learning>
Define Training Resources> Instructors> Qualification)The Matching Competencies link on the Qualification page allows comparison
between the instructor's competencies & the course requirements
The Matching Accomplishments link on the Qualification page allows comparison
between the instructor's accomplishments & the course requirements
Adding Instructors
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To define the course categories that form the training catalog (Set Up HRMS>
Product Related> Enterprise Learning> Category/Subcategory>Category/Subcategory)
Defining Course Categories
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To define general course information (Set Up HRMS> Product Related> Enterprise
Learning> Courses> Course Profile)
Setting Up Courses
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SOA IT
To specify the courses that a student must complete before taking this course, as
well as target skills and certifications (Set Up HRMS> Product Related> EnterpriseLearning> Courses> Prereqs,Goals)
Setting Up Courses
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SOA IT
To define required equipment and materials. Add this information only for
inhouse courses - only valid for inhouse courses (Set Up HRMS> Product Related>Enterprise Learning> Courses> Equipment)
Setting Up Courses
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SOA IT
To enter information about course content, target audience, and agenda (Set Up
HRMS> Product Related> Enterprise Learning> Courses> Description)
Setting Up Courses
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SOA IT
To create a training program (Set Up HRMS> Product Related> Enterprise
Learning> Program Information)
Setting Up Training Programs
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SOA IT
To track a training that is not course-based (Set Up HRMS> Product Related>
Enterprise Learning> Non-Course Training)
Setting Up Non-course Training
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SOA IT
To enter the default vendor, facility, and equipment costs for a category or
subcategory that is defined on the Category/SubcategoryTable page (Set UpHRMS> Product Related> Enterprise Learning> CatalogCosts> Vendor, Facility,
Equipment)
Setting Up Training Costs
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To enter default instructor costs and other expenses that are associated with
courses in a selected category or subcategory (Set Up HRMS> Product Related>Enterprise Learning> CatalogCosts> Instructor, Expense)
Setting Up Training Costs
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SOA IT
To identify the compensation cost of having an employee in this job code in training
(Set Up HRMS> Product Related> Enterprise Learning> Job Code Salary Costs)
Setting Up Training Costs
To identify the cost of having an employee in training (Set Up HRMS> Product
Related> Enterprise Learning> Trainees Salary Costs)
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To process training costs for a group of job codes or employees (Enterprise
Learning> Define Budget> Update SalaryCosts)
Planning Training Budgets
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SOA IT
To define budget periods (Enterprise Learning> Define Budget> Budget Period)
Planning Training Budgets
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SOA IT
To define the amount that is allocated to departments in your organization for
training in a specified budget period (Enterprise Learning> Define Budget>Department Budget)
Planning Training Budgets
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SOA IT
To create a dynamic profile based on a list of department and job codes
(Enterprise Learning> Training Budget> Create Demand Profiles Directly)
Defining Training Requirements
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SOA IT
To create a static profile by defining criteria that includes or excludes employees
in training plans (Enterprise Learning> Training Budget> Create Demand Profiles>By Criteria> Profile Criteria)
To include competencies in the selection criteria, set up competency codes in the
Content Catalog.
Defining Training Requirements
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To view the number of employees selected by department and job codes
according to the criteria on the Profile by Criteria - Profile Criteria page (EnterpriseLearning> Training Budget> Create Demand Profiles> By Criteria>Profile Selection)
Defining Training Requirements
SO
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SOA IT
This process creates the demand profile, based on the selection criteria that you
set up on the Profile By Criteria - Profile Criteria page (Enterprise Learning>Training Budget> Create Demand Profiles> Create Delayed Profile)
Run this process only if you have selected the Delayed check box on the Profile
Criteria page
Defining Training Requirements
SOA IT
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SOA IT
Planning New Course Sessions
(Enterprise Learning> Define Course/Cost Details> Course Session Planner)
Administering Course Sessions
SOA IT
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SOA IT
Setting Up General Session Information
(Enterprise Learning> Define Course/Cost Details> Course Sessions> CourseSession Profile)
Administering Course Sessions
SOA IT
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SOA IT
Setting Up Session Locations & Instructors
(Enterprise Learning> Define Course/Cost Details> Course Sessions> Location,Instructor)
The Training Facility Address link lets you view & update Session Address & Contact
Details.
The Select Free Instructor link lets you Choose Instructors.
Administering Course Sessions
SOA IT
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Specifying Required Equipment and Materials
(Enterprise Learning> Define Course/Cost Details> Course Sessions> Equipment)The Training Facility Equipment link lets you to view available equipment &
material.
Administering Course Sessions
SOA IT
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SOA IT
Defining Miscellaneous Session Expenses
(Enterprise Learning> Define Course/Cost Details> Course Sessions> Expense)
Administering Course Sessions
SOA IT
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SOA IT
Viewing Session Details
(Enterprise Learning> Result Tracking> Review Session Summary)
Administering Course Sessions
SOA IT
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SOA IT
Employee Self Service> Learning
and Development> Request Training Enrollment> Request Training Enrollment
Request Training Enrollment (Self Service)
SOA IT
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SOA IT
Request Training Enrollment (Self Service)
SOA IT
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SOA IT
Request Training Enrollment (Self Service)
SOA IT
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SOA IT
Request Training Enrollment (Self Service)
SOA IT
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SOA IT
Request Training Enrollment (Self Service)
SOA IT
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SOA IT
Approve/ Reject Training Request (Self Service)
Manager Self Service> Learning and Development> Approve Training Request>
Approve Training Request
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SOA IT
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Viewing Training Summary (Self Service)
Manager Self Service> Learning and Development> Training Summary> Select
Employee
SOA IT
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SOA IT
Viewing Training Summary (Self Service)
SOA IT
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SOA IT
About SOAIS
SOAIS is a provider of Enterprise IT and Process outsourcing solutions. Since its inception
SOAIS has expanded at a tremendous pace and has garnered customers from both mid-
market segment and Fortune 100 companies. We have experience in managing ERPapplications as well as in providing high value services around packaged enterprise
applications such as PeopleSoft and Oracle. Our experience in the business process
outsourcing area fully extends our services footprint to provide end to end enterprise wide
solutions. See www.soais.com for information.
You can clarify queries or provide feedback on this presentation at
http://www.soais.com click on “Ask the Expert” link or
send an email to [email protected]
SOA IT
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SOA IT
Thank You