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    Thứ Năm, 17 tháng 8, 2017

    PeopleSoft - What is the Person Model?

    Person Model is a term to describe:
              The information that is tracked about a person
              Names                      
              Phone Numbers
              Addresses                 
              Email Addresses
              The relationship(s) the person has to the organization
              Core tables directly related to a person and the person’s organizational relationships


    Person Model – Terminology

    Person (EMPLID)
              Unique identifier for an individual entered into the system

     Organizational Relationship (PER_ORG)
              The relationships that an individual can have with the organization
              Employee
              Contingent Worker
              Person of Interest

    Person of Interest Type (POI_TYPE)
              A categorization of the Person of Interest relationships
              A person can have multiple POI_TYPES
              Some POI_TYPES require JOB information

    Organizational Instance (ORG_INSTANCE_ERN)
              An occurrence of an organizational relationship
              Also referred to as an Employment Instance, a contingent worker instance, or a POI instance

    Organizational Assignment (EMPL_RCD)
              A unique identifier for each relationship that a person has that requires JOB information

    Substantive Job
              The first row added to an Organizational Instance

    Additional Assignments (EMPL_RCD/ORG_INSTANCE_ERN)
              A concurrent assignment, in addition to and subordinate to, an existing assignment


    Organizational Relationships

    Employee
              Employed and paid by your organization

    Contingent Worker
              A non-employee who is part of the workforce
              May work under the terms of a contract
              Consultant
              Contractor
              Temporary Worker

    Note:  Those with “indirect” relationships to the organization (dependents, beneficiaries and emergency contacts) were not converted to the person model

    Person of Interest
              A non-employee who is not part of the workforce
              POI Types:
              Unknown
              External Trainee
              External Instructor
              Campus Solutions Person
              Student Refund (Job)
              COBRA Beneficiary (Job)
              Pension Payee (Job)
              Stock – Board Members (Job)
              Stock – Non-HR Employee (Job)
              Global Payroll Payee (Job)
              Other

    Person of Interest Types
              POI Types entered through the CS components will automatically be assigned the Campus Solution Person POI type (‘00009’)
              POI Types entered through the HR module will give you the opportunity to select a POI type & then take you to a component to track additional information about the organizational relationship
              Organizational Relationships determine the HR transactions the person will be included in:
              search records
              prompts
              selections for processing and reporting
              Every person must have at least one “Organizational Relationship – but can have more than one
              ORIGINAL HIRE DATE used to be on PERSONAL_DATA
              It was used to store the First Hire Date that the person had with the Organization
              Each Organizational Instance now has its own Original Hire Date
              ORIGINAL HIRE DATE is now displayed on Employment page



    Other Person Changes

    A Person Cannot be Created with a Future Date
              The first row in NAMES must be equal to the current date or earlier
              A Person can still be “hired” in the future (the first Job can have a future date)



    Multiple Jobs

    General Rules for Substantive Jobs
              The first row added to an Organizational Instance is the Controlling Instance or Substantive Job
              The Substantive Job:
              Determines Employment dates (Hire, Term, Service, etc.)
              Controls Additional Assignments
              If the substantive job is terminated, the additional  assignments will also be terminated
              One of the jobs (usually a substantive job) is flagged as the Primary Job for regulatory reporting 
              One of the jobs is identified as the Benefits Primary Job for benefits eligibility
              Org Instance Number equals Empl Record Number (displayed on Employment page)

    Person Model – Key Benefits
              Central repository for all person related data
              A person can be entered without JOB information
              Enables a clear distinction between Employees and Non-employees
              Persons will have just one EMPLID even though they may have many relationships with the Organization
              Enables a clear distinction between Non-employees who are part of the workforce (Contingent Workers) and Non-employees who may be tracked for other reasons (POI’s)

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