peoplesoft training development - business processes in detail

7/31/2019 PeopleSoft Training Development - Business Processes in Detail

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PeopleSoft ‘Training & Development’

- Process Details with Set Ups & Transactions



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



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.)



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.)



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)




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To enter the address of a vendor contact(Enterprise Learning> Define Training

Resources> Vendors Contacts> Vendor Contact Phone)




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To enter the address of a vendor contact(Enterprise Learning> Define Training

Resources> Vendors Contacts> Vendor Contact Address)




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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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To record the address of each training facility that your organization uses

(Enterprise Learning> Define Training Resources> Training Facilities> Address)




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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)




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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)




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To enter directions to a training facility (Enterprise Learning> Define Training

Resources> Training Facilities> Directions)




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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



SOA IT

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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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



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



SOA IT

To enter information about course content, target audience, and agenda (Set Up

HRMS> Product Related> Enterprise Learning> Courses> Description)

Setting Up Courses



SOA IT

To create a training program (Set Up HRMS> Product Related> Enterprise

Learning> Program Information)

Setting Up Training Programs



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To track a training that is not course-based (Set Up HRMS> Product Related>

Enterprise Learning> Non-Course Training)

Setting Up Non-course Training



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



SOA IT

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)




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)


To identify the cost of having an employee in training (Set Up HRMS> Product

Related> Enterprise Learning> Trainees Salary Costs)



SOA IT

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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To define budget periods (Enterprise Learning> Define Budget> Budget Period)




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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)




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



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.




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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)


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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


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Planning New Course Sessions

(Enterprise Learning> Define Course/Cost Details> Course Session Planner)

Administering Course Sessions

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Setting Up General Session Information

(Enterprise Learning> Define Course/Cost Details> Course Sessions> CourseSession Profile)


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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.


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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.


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Defining Miscellaneous Session Expenses

(Enterprise Learning> Define Course/Cost Details> Course Sessions> Expense)


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Viewing Session Details

(Enterprise Learning> Result Tracking> Review Session Summary)


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Employee Self Service> Learning

and Development> Request Training Enrollment> Request Training Enrollment

Request Training Enrollment (Self Service)

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Approve/ Reject Training Request (Self Service)

Manager Self Service> Learning and Development> Approve Training Request>

Approve Training Request



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Viewing Training Summary (Self Service)

Manager Self Service> Learning and Development> Training Summary> Select

Employee

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Viewing Training Summary (Self Service)

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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



SOA IT

Thank You

peoplesoft training development - business processes in detail

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