Peoplesoft 8

City of Minneapolis

HRIS Quick Navigation Guide

Notes: * The left column contains the v8.1 page names and the right column contains the corresponding v8.9 navigation and page names. * The heading of each section will be the first folder in the menu path for each item within the section.

Employee Self Service Personal Information Email Addresses Emergency Contacts Home and Mailing Address Marital Status Change Name Change Smoker Status Change Phone Numbers Direct Deposit W-2 Reissue Request Voluntary Deductions W-4 Tax Information View Paycheck Change Password Benefits Summary Flexible Spending Accounts Health Care Summary Health Care Dependent Summary Insurances Summary Insurances Beneficiary Summary Dependent/Beneficiary Summary Dependent/Beneficiary Coverage Benefits Enrollment Flexible Spending Accounts Apply for Job View Job Postings

Personal Information → Personal Information Summary Personal Information → Email Addresses Personal Information → Emergency Contacts Personal Information → Home and Mailing Address Personal Information → Marital Status Personal Information → Name Change Personal Information → Personal Information Summary Personal Information → Phone Numbers Payroll and Compensation → Direct Deposit Payroll and Compensation → W2 Reissue Request Payroll and Compensation → Voluntary Deductions Payroll and Compensation → W-4 Tax Information Payroll and Compensation → View Paycheck Change Password Benefits → Benefits Summary Benefits → Benefits Information → Flexible Spending Accounts Benefits → Benefits Information → Health Care Summary Benefits → Dependents and Beneficiaries → Health Care Dependent Summary Benefits → Insurance Summary Benefits → Dependents and Beneficiaries → Insurance Beneficiary Summary Benefits → Dependent/Beneficiary Info Benefits → Dependents and Beneficiaries → Dependent/Beneficiary Coverage Benefits → Benefits Enrollment Benefits → Benefits Information → Flexible Spending Accounts Recruiting Activities → Careers Recruiting Activities → Careers

Position Data Position Data Position Data Summary Position History Position Budget Status Vacant Budgeted Positions

Organizational Development → Position Management → Maintain Positions/Budgets → Add/Update Position Info Organizational Development → Position Management → Review Positions/Budgets Info → Position Summary Organizational Development → Position Management → Review Positions/Budgets Info → Position History Organizational Development → Position Management → Review Positions/Budgets Info → Budget Status Organizational Development → Position Management → Review Positions/Budgets Info → Vacant Budgeted Positions

Recruiting Job Requisition Data Approved (Hire) Reqs Requisition Activity Requisition Processing Create Requests View Requests Approve/Deny Request Applicant Data Applicant Disposition Status Test Score Data Entry Add New Applicant Duplicate Applicant Search Process Duplicate Applicants Adverse Impact Analysis Results

Recruiting → Find Job Openings Recruiting → Find Job Openings Recruiting → Find Job Openings → Manage Applicants Recruiting → Find Job Openings → Manage Applicants→ Screen Applicants Recruiting → Create New Job Opening Recruiting → Browse Job Openings Recruiting → Pending Approvals Recruiting → Find Applicants Recruiting → Find Job Openings → Manage Applicants Recruiting → Find Job Openings → Manage Applicants → Screen Applicants Recruiting → Add New Applicant Recruiting → Process Duplicate Applicants Recruiting → Process Duplicate Applicants Recruiting → Reports → City Adverse Impact Page 1 of 6

City of Minneapolis Applicant Profile Report Layoff List Job Bank List

HRIS Quick Navigation Guide Recruiting → Reports → Applicant Profile Report Reporting Tools → Query → Query Viewer → HRS_LAYOFF_LIST1 and HRS_LAYOFF_LIST2 Reporting Tools → Query → Query Viewer → HRS_JOB_BANK

Workforce Administration Applicant Hire Direct Hire Add Concurrent Job Dependent Information Emergency Contact Search By National ID Personal Data Bank Accounts Identification Data Job Data Contract Data Job Summary Work Schedules Disability Employee Checklist Badge City Job History Prior Work Experience Company Property Names Addresses Driver’s License Data Volunteer Activities General Comments Grievances Disciplinary Action General Absence

Personal Information → Organizational Relationships → Manage Hires Add a Person Add Additional Assignment Personal Information → Personal Relationships → Dependent Information Personal Information → Personal Relationships → Emergency Contact Personal Information → Biographical → Search By National ID Personal Information → Biographical → Update Personal Information Personal Information → Biographical → Bank Accounts Personal Information → Citizenship → Identification Data Job Information → Job Data Job Information → Contract Administration Job Information → Review Job Information → Job Summary Absence and Vacation → Track Absence History → Assign Work/Holiday Schedules Personal Information → Disability → Disabilities Personal Information → Organizational Relationships → Person Checklist Job Information → Badge Job Information → City Job History Personal Information → Biographical → Prior Work Experience Job Information → Company Property Personal Information → Biographical → Additional Names Personal Information → Biographical → Home Address Report Personal Information → Biographical → Driver’s License Data Personal Information → Biographical → Volunteer Activities Personal Information → Biographical → General Comments Labor Administration → Record Grievances Labor Administration → Record Disciplinary Actions Absence and Vacation → Track Absence History → Create/Update Absence

Workforce Monitoring Incident Details Injury Details Veh/Equip Incident Details Employee Details Employment Details Non-Employee Details Audiometric Exam Eye Exam Physical Exam Respiratory Exam Drug Test Data Employee Health Card

Health and Safety Health and Safety Health and Safety Health and Safety Health and Safety Health and Safety Health and Safety Health and Safety Health and Safety Health and Safety Health and Safety Health and Safety

→ Obtain Incident Information → Incident Details → Obtain Incident Information → Injury Details → Obtain Incident Information → Vehicles/Equipment Involved → Verify Persnnl Invlvd/Witnessd → Employee → Verify Persnnl Invlvd/Witnessd → Employment → Verify Persnnl Invlvd/Witnessd → Non-Employee → Record Medical Exam Results → Audiometric Exam → Record Medical Exam Results → Eye Exam → Record Medical Exam Results → Physical Exam → Record Medical Exam Results → Respiratory Exam → Record Medical Exam Results → Drug Test → Record Medical Exam Results → Review Health Card Info

Benefits Benefit Program Participation Dependent/Beneficiary Dependent/Beneficiary Comment Health Benefits Life and AD/D Benefits Disability Benefits Leave Plans

Enroll in Benefits → Assign to Benefit Program Employee/Dependent Information → Update Dependent/Beneficiary Employee/Dependent Information → Record Dep/Ben Comments Enroll in Benefits → Health Benefits Enroll in Benefits → Life and AD/D Benefits Enroll in Benefits → Disability Benefits Enroll in Benefits → Leave Plans

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City of Minneapolis FSA Benefits Retirement Plans Vacation Benefit Final Check Beneficiary Data Benefit Arrears/Frequency Ovrd Primary Job Flags Maintenance On-Demand Event Maintenance BAS Activity Event Status Update Processing Controls Update Perform Election Entry Employee Event Detail Investigate Exceptions Leave Accruals Carrier Interface 403 (b) Balances/Projections Primary Job Utility Dependent/Beneficiary Summary Benefits Summary (Pay Dedns) Benefits Summary (PI DedCalc) 403(b) Process Messages

HRIS Quick Navigation Guide Enroll in Benefits → USA-FSA Benefits Enroll in Benefits → Retirement Plans Enroll in Benefits → Vacation Benefits Employee/Dependent Information → Assign Final Check Beneficiary Enroll in Benefits → Arrears/Frequency Ovrd Maintain Primary Jobs → Rebuild Primary Job Flags Manage Automated Enrollment → Events → On-Demand Event Maintenance Manage Automated Enrollment → Events → Review BAS Activity Manage Automated Enrollment → Events → Update Event Status Manage Automated Enrollment → Events → Update Processing Controls Manage Automated Enrollment → Participant Enrollment → Perform Election Entry Manage Automated Enrollment → Review Processing Results → Employee Event Detail Manage Automated Enrollment → Investigate Exceptions → (many options) Manage Leave Accruals → Review Accrual Balances Interface with Providers → FEHB Carrier Interface Monitor Savings Pln Extensions → Calculate 403(b) Extensions Maintain Primary Jobs Employee/Dependent Information → Review Dep/Ben Summary Review Employee Benefits → Benefits Summary (w/Pay Dedns) Review Employee Benefits → Benefits Summary (w/PI Dedns) Monitor Savings Pln Extensions → Review 403(b) Process Messages

Compensation Salary Plan Default Values Sal Plan Group Default Values Group Increase Budget Salary Planning by Group

Base Compensation → Maintain Plans → Define Salary Plan Total Compensation → Hidden Pages → Sal Plan Group Default Values Base Compensation → Group Budgets Base Compensation → Group Increases

Payroll for North America Additional Pay Direct Deposit Employee Tax Distribution Employee Tax Data General Deduction Data Garnishment Spec Data General Ded Code Override Override Benefits Deductions Adjust/Reverse Paycheck Paysheet Creation Pay Calendar Paysheets Payline Payline Earnings Paysheet Earnings/Accting Paysheet Earns Short Form Paysheet Add Balance Page Pay Unsheet Calculate Pay Confirm Pay Reverse Pay Confirmation Employees Not Processed Paycheck Paycheck Summary Payroll Error Messages Payroll Register Deductions Not Taken Check Balances Year-To-Date Earnings Balances

Create Additional Pay Request Direct Deposit Employee Pay Data → Tax Information → Update Tax Distribution Employee Pay Data → Tax Information → Update Employee Tax Data Employee Pay Data → Deductions → Create General Deductions Employee Pay Data → Deductions → Create Garnishments Employee Pay Data → Deductions → Override General Deductions Employee Pay Data → Deductions → Override Benefits Deductions Payroll Processing → Reverse/Adjust Paycheck Payroll Processing → Create and Load Paysheets → Create Paysheets Payroll Processing → Create and Load Paysheets → Revew Pay Calendars Payroll Processing → Update Paysheets → By Paysheet Payroll Processing → Update Paysheets → By Payline Payroll Processing → Update Paysheets → By Payline Earnings Payroll Processing → Update Paysheets → By Paysheet Earnings/Accting Payroll Processing → Update Paysheets → By Payline Earns Short Form Payroll Processing → Update Paysheets → By Add Balance Page Payroll Processing → Update Paysheets → Pay Unsheet Payroll Processing → Produce Payroll → Calculate Pay Payroll Processing → Produce Payroll → Confirm Pay Payroll Processing → Produce Payroll → Reverse Pay Confirmation Payroll Processing → Produce Payroll → Employees Not Processed Rpt Payroll Processing → Produce Payroll → Review Paycheck Payroll Processing → Produce Payroll → Review Paycheck Summary Payroll Processing → Review Processing Messages → Review Payroll Error Messages Payroll Processing → Reports → Payroll Register Payroll Processing → Reports → Deductions Not Taken Periodic Payroll Events → Balance Reviews → Check Year-To-Date Earnings Periodic Payroll Events → Balance Reviews → Earnings Page 3 of 6

City of Minneapolis Deduction Balances Garnishments Balances Balances - Special Accumulator Arrears Balances Balances - Tax Balances – 1042 Tax Adjust Arrears Balance Adjust Check YTD Balance Adjust Balance - Earnings Adjust Deduction Balance Adjust Garnishment Balance Adjust Special Accum Balance Adjust Tax Balance Adjust PrePay Balance Tax Summary - Federal Tax Summary - State Tax Reporting Parameters (Qtr) Magnetic Media (Qtr) Employee Count Report (Qtr) Multiple Worksite Report (Qtr) State Tax Summary Report (Qtr) State Wage Listing Report (Qtr) State Unemployment Tax Rpt (Qtr) Federal Tax Summary (Qtr) Tax Form Print Parameters Tax Reporting Parameters (Annual) W-2 Company Data Year End Forms Year End Forms Combined W-2/W-2PR Summary (prior 2001) W-2c US/Territories W-2c US/Territories Print W-2c MMREF US Print Error Listing Report YE Reporting Info YE Data Record Load YE Record Error Report YE Data Audit Report YE Forms Print W-3/W-3SS Transmittal Reports W-3PR Transmittal Totals Rpt Local W-2 Tax Totals Report State W-2 Tax Totals Report Federal File (MMREF) Federal Audit (MMREF) State File (MMREF) State Audit (MMREF)

HRIS Quick Navigation Guide Periodic Payroll Events → Balance Reviews → Deductions Periodic Payroll Events → Balance Reviews → Garnishments Periodic Payroll Events → Balance Reviews → Special Accumulator Periodic Payroll Events → Balance Reviews → Arrears Periodic Payroll Events → Balance Reviews → Taxes Periodic Payroll Events → Balance Reviews → 1042 Taxes Periodic Payroll Events → Balance Adjustments → Arrears Periodic Payroll Events → Balance Adjustments → Check Year-to-Date Periodic Payroll Events → Balance Adjustments → Earnings Periodic Payroll Events → Balance Adjustments → Deduction Periodic Payroll Events → Balance Adjustments → Garnishments Periodic Payroll Events → Balance Adjustments → Special Accumulators Periodic Payroll Events → Balance Adjustments → Taxes Periodic Payroll Events → Balance Adjustments → PrePays Pay Period Tax Reports → Tax Summary - Federal Pay Period Tax Reports → Tax Summary - State Quarterly Processing → Define Tax Reporting Parameter Quarterly Processing → Create Magnetic Media (broken down by states) Quarterly Processing → Employee Count Report Quarterly Processing → Multiple Worksite Report Quarterly Processing → State Tax Summary Report Quarterly Processing → State Wage Listing Report Quarterly Processing → State Unemployment Tax Report Quarterly Processing → Federal Tax Summary Annual Processing → Define Annual Tax Reporting → Tax Form Print Parameters Annual Processing → Define Annual Tax Reporting → Tax Reporting Parameters Annual Processing → Define Annual Tax Reporting → W-2 Company Data Annual Processing → Year End Forms & W2 Adjustment → Update Year End Forms Annual Processing → Year End Forms & W2 Adjustment → Review Year End Forms Combined Annual Processing → Year End Forms & W2 Adjustment → W-2/W-2PR Summary (prior 2001) Annual Processing → Year End Forms & W2 Adjustment → Create W-2c US/Territories Annual Processing → Year End Forms & W2 Adjustment → W-2c US/Territories Print Annual Processing → Year End Forms & W2 Adjustment → W-2c MMREF US Print Annual Processing → Year End Reporting → Error Listing Report Annual Processing → Year End Reporting → Update Year End Reporting Info Annual Processing → Year End Reporting → Year End Data Record Load Annual Processing → Year End Reporting → Year End Record Error Report Annual Processing → Year End Reporting → Year End Data Audit Report Annual Processing → Year End Reporting → Year End Forms Print Annual Processing → Year End Reporting → W-3/W-3SS Transmittal Reports Annual Processing → Year End Reporting → W-3PR Transmittal Totals Rpt Annual Processing → Year End Reporting → Local W-2 Tax Totals Report Annual Processing → Year End Reporting → State W-2 Tax Totals Report Annual Processing → Year End Reporting → Create Federal File (MMREF) Annual Processing → Year End Reporting → Federal Audit Report (MMREF) Annual Processing → Year End Reporting → Create State File (MMREF) Annual Processing → Year End Reporting → State Audit Report (MMREF)

Workforce Development Competencies Languages Licenses and Certifications Memberships Role Cluster Role Competency Role Accomplishment Education Honors and Awards Test Results

Competency Management → Track Person Competencies → Competencies Competency Management → Track Person Competencies → Languages Competency Management → Track Person Competencies → Licenses and Certifications Competency Management → Track Person Competencies → Memberships Competency Management → Assign Role Competencies → Clusters Competency Management → Assign Role Competencies → Competencies Competency Management → Assign Role Competencies → Accomplishments Competency Management → Track Person Competencies → Education Competency Management → Track Person Competencies → Honors and Awards Competency Management → Track Person Competencies → Test Results Page 4 of 6

City of Minneapolis Training Employee Teams

HRIS Quick Navigation Guide Competency Management → Track Person Competencies → Training Competency Management → Match Competencies to Roles → Create Employee Teams

Enterprise Learning Course Session Enrollment Group Enrollment Course Waiting List Course Auto Enrollment Express Rescheduling Student Training Track Student Costs Profile by Criteria

Student Enrollment → Enroll Individually or Quick Enrollment or Enroll in Course Student Enrollment → Enroll by Group Student Enrollment → Create/Update Course Wait List Student Enrollment → Course Session Auto Enrollment Student Enrollment → Reschedule Between Sessions Training Reports → Student Training History Cost Analysis → Calculate Student Cost or Maintain Student Costs

Profile Directly General Demand Department Demand Employee Demand Employee Demand by Course Adjust Department Demand Choose Active Scenario Freeze Budget Period

Create Demand Profiles → Directly Training Budget → General Demand Training Budget → Department Demand Training Budget → Employee Demand Training Budget → Employee Demand by Course Create Budget Plan → Adjust Department Demand Create Budget Plan → Choose Active Scenario Freeze Training Budget → Freeze Budget Period

Create Demand Profiles → By Criteria

Set Up HRMS Business Unit Table Company Table Location Table Departments Holiday Schedule Job Code Table Job Family Table School Table Major Table Honors and Awards Languages Licenses and Certificates Memberships Benefit Program Table Benefit Provider/Vendor Table Benefit Plan Table Earnings Table Earnings Program Table Special Accumulator Table Balance ID Table Pay Run Table Pay Group Table Pay Calendar Table Shift Table Deduction Table General Deduction Table Company General Deductions Deduction Subset Table Garnishment DE Definition Table Garnishment Rules Table Garnishment Proration Rules Table Federal State Tax Table State Tax Reciprocity Table Company State Tax Table

Foundation Tables → Organization → Business Unit Foundation Tables → Organization → Company Foundation Tables → Organization → Location Foundation Tables → Organization → Departments Foundation Tables → Organization → Holiday Schedule Foundation Tables → Job Attributes → Job Code Table Foundation Tables → Job Attributes → Job Family Table Common Definitions → School Information → Schools Common Definitions → School Information → Majors Common Definitions → Accomplishments → Honors and Awards Common Definitions → Accomplishments → Languages Common Definitions → Accomplishments → Licenses and Certificates Common Definitions → Accomplishments → Memberships Product Related Æ Base Benefits Æ Program Structure Æ Benefit Program Table Product Related Æ Base Benefits Æ Plans and Providers Æ Provider/Vendor Table Product Related Æ Base Benefits Æ Plans and Providers Æ Benefit Plan Table Product Related → North American Payroll → Compensation and Earnings → Earnings Table Product Related → North American Payroll → Compensation and Earnings → Earnings Program Table Product Related → North American Payroll → Compensation and Earnings → Special Accumulator Table Product Related → North American Payroll → Compensation and Earnings → Balance ID Table Product Related → North American Payroll → Compensation and Earnings → Pay Run Table Product Related → North American Payroll → Compensation and Earnings → Pay Group Table Product Related → North American Payroll → Compensation and Earnings → Pay Calendar Table Product Related → North American Payroll → Compensation and Earnings → Shift Table Product Related → North American Payroll → Deductions → Deduction Table Product Related → North American Payroll → Deductions → General Deduction Table Product Related → North American Payroll → Deductions → Company General Deductions Product Related → North American Payroll → Deductions → Deduction Subset Table Product Related → North American Payroll → Garnishments → DE Definition Product Related → North American Payroll → Garnishments → Rules Table Product Related → North American Payroll → Garnishments → Proration Rule Definition Product Related → North American Payroll → Federal/State Taxes → Tax Table Product Related → North American Payroll → Federal/State Taxes → State Tax Reciprocity Table Product Related → North American Payroll → Federal/State Taxes → Company State Tax Table Page 5 of 6

City of Minneapolis Tax Location Table Tax Collector Table Taxable Gross Definition Table SWT Marital Status Table UI Report Code Table Local Tax Table Company Local Tax Table Local Tax Reciprocity Table Deduction Class Report Deduction Frequency Report Earnings Report

HRIS Quick Navigation Guide Product Related → North American Payroll → Federal/State Taxes → Tax Location Table Product Related → North American Payroll → Federal/State Taxes → Tax Collector Table Product Related → North American Payroll → Federal/State Taxes → Taxable Gross Definition Product Related → North American Payroll → Federal/State Taxes → SWT Marital Status Table Product Related → North American Payroll → Federal/State Taxes → UI Report Code Table Product Related → North American Payroll → Local Taxes → Tax Table Product Related → North American Payroll → Local Taxes → Company Local Tax Table Product Related → North American Payroll → Local Taxes → Tax Reciprocity Table Product Related → North American Payroll → Deduction Table Reports → Deduction Class Product Related → North American Payroll → Deduction Table Reports → Deduction Frequency Product Related → North American Payroll → Comp/Earnings Table Reports → Earnings Table

Worklist Business Process Maps

Worklist → Worklist

Reporting Tools Query

Reporting Tools → Query → Query Manager Or Reporting Tools → Query → Query Manager

PeopleTools Process Monitor

PeopleTools → Process Scheduler → Process Monitor

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