PeopleSoft Upgrade Assistant

PeopleSoft Upgrade Assistant
PeopleTools 8.4:
PeopleSoft Upgrade Assistant
PeopleTools 8.4: PeopleSoft Upgrade Assistant
SKU Tr84UGA-B 0302
PeopleBooks Contributors: Teams from PeopleSoft Product Documentation and
Development.
Copyright © 2002 PeopleSoft, Inc. All rights reserved.
Printed in the United States.
All material contained in this documentation is proprietary and confidential to PeopleSoft,
Inc. ("PeopleSoft"), protected by copyright laws and subject to the nondisclosure provisions
of the applicable PeopleSoft agreement. No part of this documentation may be reproduced,
stored in a retrieval system, or transmitted in any form or by any means, including, but not
limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the
prior written permission of PeopleSoft.
This documentation is subject to change without notice, and PeopleSoft does not warrant that
the material contained in this documentation is free of errors. Any errors found in this
document should be reported to PeopleSoft in writing.
The copyrighted software that accompanies this document is licensed for use only in strict
accordance with the applicable license agreement which should be read carefully as it
governs the terms of use of the software and this document, including the disclosure thereof.
PeopleSoft, the PeopleSoft logo, PeopleTools, PS/nVision, PeopleCode, PeopleBooks,
PeopleTalk, and Vantive are registered trademarks, and "People power the internet." and Pure
Internet Architecture are trademarks of PeopleSoft, Inc. All other company and product
names may be trademarks of their respective owners. The information contained herein is
subject to change without notice.
Contents
PeopleSoft Upgrade Assistant Preface
About This PeopleBook.................................................................................................... vii
Before You Begin............................................................................................................. vii
PeopleSoft Application Fundamentals ............................................................................ viii
Related Documentation ................................................................................................... viii
Hard-copy Documentation.......................................................................................... ix
PeopleBooks Standard Field Definitions........................................................................... ix
Typographical Conventions and Visual Cues.................................................................... xi
Page and Panel Introductory Table................................................................................... xii
Comments and Suggestions.............................................................................................. xii
Chapter 1
Installing PeopleSoft Upgrade Assistant
Installing the Windows NT 4.0 Service Pack.................................................................. 1-1
Installing PeopleSoft Upgrade Assistant ......................................................................... 1-1
Chapter 2
Introducing the PeopleSoft Upgrade Assistant
Using the Upgrade Template View ................................................................................. 2-1
Template Tree ........................................................................................................... 2-2
Step Details ............................................................................................................... 2-3
Documentation.......................................................................................................... 2-3
Toolbar Menus .......................................................................................................... 2-4
Using the Job Status View............................................................................................... 2-5
Job Tree..................................................................................................................... 2-6
Status Grid ................................................................................................................ 2-7
Documentation.......................................................................................................... 2-7
Activity ..................................................................................................................... 2-7
Toolbar Menus .......................................................................................................... 2-7
Chapter 3
Using the Upgrade Template
Understanding the Upgrade Template............................................................................. 3-1
Loading the Upgrade Template ....................................................................................... 3-1
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Setting the Documentation Directory .............................................................................. 3-2
Editing Templates............................................................................................................ 3-4
Adding Steps ............................................................................................................. 3-4
Editing Steps ............................................................................................................. 3-5
Deleting Chapters, Tasks, or Steps............................................................................ 3-7
Renaming Chapters, Tasks, or Steps......................................................................... 3-8
Creating Templates.......................................................................................................... 3-8
Creating Custom Templates ...................................................................................... 3-9
Creating New Chapters ............................................................................................. 3-9
Creating New Tasks ................................................................................................ 3-10
Creating New Steps................................................................................................. 3-10
Merging Templates........................................................................................................ 3-11
Modifying Step Properties............................................................................................. 3-13
Chapter 4
Creating and Running the Upgrade Job
Creating the Job ............................................................................................................... 4-1
Creating the Upgrade Job.......................................................................................... 4-2
Configuring the Database.......................................................................................... 4-3
Specifying the Directories......................................................................................... 4-4
Selecting the Products ............................................................................................... 4-5
Setting the Language Preference............................................................................... 4-6
Setting the Import and Export Preferences................................................................ 4-6
Setting General Preferences ...................................................................................... 4-7
Completing the Configuration................................................................................... 4-9
Reviewing the Job Status................................................................................................. 4-9
Running the Job ............................................................................................................. 4-10
Running the Upgrade Job........................................................................................ 4-10
Performing the Manual - Stop Step......................................................................... 4-10
Run Step .................................................................................................................. 4-10
Editing Job Properties.................................................................................................... 4-12
Viewing Files................................................................................................................. 4-12
Viewing the Log File............................................................................................... 4-12
Viewing the Log File for SQR Reports................................................................... 4-12
Viewing the Data Mover Log Files......................................................................... 4-13
Viewing the Log File for All Other Processes ........................................................ 4-14
Viewing the Script File ........................................................................................... 4-14
Generate Filtered Upgrade Documentation ................................................................... 4-15
Perform the PeopleTools Upgrade................................................................................. 4-16
Restarting the PeopleTools Upgrade ............................................................................. 4-18
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Chapter 5
Running Application Engine Processes on the Server
Configuring Process Scheduler and Application Server ................................................. 5-1
Configuring the Portal ..................................................................................................... 5-1
Building the PROCESSREQUEST Component Interface .............................................. 5-2
Editing Maintain Security................................................................................................ 5-3
Setting Properties............................................................................................................. 5-3
Chapter 6
Configuring and Editing Options
Editing Your Database Configuration ............................................................................. 6-1
Specifying Settings.......................................................................................................... 6-2
Specifying General Settings...................................................................................... 6-2
Specifying Email Settings......................................................................................... 6-3
Chapter 7
Understanding Process Types
Chapter 8
Troubleshooting
PeopleTools Upgrade ...................................................................................................... 8-1
Running Application Engine Processes on the Server .................................................... 8-3
Running Application Engine Processes on the Client ..................................................... 8-3
Other ................................................................................................................................ 8-4
Glossary
Index
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PeopleSoft Upgrade Assistant Preface
This documentation describes how to install and use PeopleSoft Upgrade Assistant.
PeopleSoft Upgrade Assistant also contains a template (based on your purchased product)
with the upgrade steps included. You learn how to load the upgrade template, set step
properties, and run the upgrade process. PeopleSoft Upgrade Assistant also enables you to
configure certain options for the upgrade process.
You must be familiar with all the Tools used during the Upgrade process, for example,
PeopleSoft Application Designer, Data Mover, SQR, Application Engine, and so on. You also
need to understand the configuration necessary to use these tools.
The “About This PeopleBook” section contains general product line information, such as
related documentation, common page elements, and typographical conventions. This book
also contains a glossary with useful terms that are used in PeopleBooks.
See PeopleSoft Glossary.
About This PeopleBook
This book provides you with the information that you need for implementing and using
PeopleTools 8.4 applications. Complete documentation for this release is provided on the CDROM PT84PBR0.
Note. Your access to PeopleSoft PeopleBooks depends on which PeopleSoft applications
you've licensed. You may not have access to all of the PeopleBooks.
This section contains information that you should know before you begin working with
PeopleSoft products and documentation, including PeopleSoft-specific documentation
conventions, information specific to each PeopleSoft product line, and information on
ordering additional copies of our documentation.
Before You Begin
To benefit fully from the information covered in this book, you should have a basic
understanding of how to use PeopleSoft applications. We recommend that you complete at
least one PeopleSoft introductory training course.
You should be familiar with navigating the system and adding, updating, and deleting
information by using PeopleSoft windows, menus, and pages. You should also be
comfortable using the World Wide Web and the Microsoft® Windows or Windows NT
graphical user interface.
Because we assume that you already know how to navigate the PeopleSoft system, much of
the information in these books is not procedural. That is, these books do not typically provide
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step-by-step instructions on using tables, pages, and menus. Instead, we provide you with the
information that you need to use the system most effectively and to implement your
PeopleSoft application according to your organizational or departmental needs. PeopleBooks
expand on the material covered in PeopleSoft training classes.
PeopleSoft Application Fundamentals
Each PeopleSoft application PeopleBook provides implementation and processing information
for your PeopleSoft database. However, there is additional, essential information describing
the setup and design of your database contained in a companion volume of documentation
called PeopleSoft Application Fundamentals.
PeopleSoft Application Fundamentals contains important topics that apply to many or all
PeopleSoft applications across each product line. Whether you are implementing only one
PeopleSoft application, some combination of products within a product line, or an entire
PeopleSoft system, you should be familiar with the contents of this central PeopleBook. It
contains fundamental information such as setting up control tables and administering security.
The PeopleSoft Applications Fundamentals PeopleBook contains common information
pertinent to all applications in each product line, such as defining general options. If you're
upgrading from a previous PeopleSoft release, you may notice that we've removed some
topics or topic headings from the individual application PeopleBooks and consolidated them
in this single reference book. You’ll now find only application-specific information in your
individual application PeopleBooks. This makes the documentation as a whole less
redundant. Throughout each PeopleBook, we provide cross-references to PeopleSoft
Application Fundamentals and other PeopleBooks.
Related Documentation
You can order printed, bound versions of the complete PeopleSoft documentation delivered on
your PeopleBooks CD-ROM and additional copies of the PeopleBooks CDs through the
Documentation section of the PeopleSoft Customer Connection website:
http://www.peoplesoft.com/corp/en/login.asp
You can find updates and additional documentation for this release, as well as previous
releases, on PeopleSoft Customer Connection (http://www.peoplesoft.com/corp/en/login.asp ).
Through the Documentation section of Customer Connection, you can download files to add
to your PeopleBook library. You'll find a variety of useful and timely materials, including
updates to the full PeopleSoft documentation delivered on your PeopleBooks CD.
Important! Before you upgrade, it is imperative that you check PeopleSoft Customer
Connection for updates to the upgrade instructions. We continually post updates as we refine
the upgrade process.
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Hard-copy Documentation
To order printed, bound volumes of the complete PeopleSoft documentation delivered on your
PeopleBooks CD-ROM, visit the PeopleSoft Press website from the Documentation section of
PeopleSoft Customer Connection. The PeopleSoft Press website is a joint venture between
PeopleSoft and Consolidated Publications Incorporated (CPI), our book print vendor.
We make printed documentation available for each major release shortly after the software is
shipped. Customers and partners can order printed PeopleSoft documentation by using any of
the following methods:
From the main PeopleSoft Internet site, go to the
Documentation section of Customer Connection. You can
find order information under the Ordering PeopleBooks
topic. Use a Customer Connection ID, credit card, or
purchase order to place your order.
Internet
PeopleSoft Internet site: http://www.peoplesoft.com/.
Telephone
Contact Consolidated Publishing Incorporated (CPI) at
800 888 3559.
Email
Send email to CPI at callcenter@conpub.com.
PeopleBooks Standard Field Definitions
Throughout our product documentation, you will encounter fields and buttons that are used on
many application pages or panels. This section lists the most common fields and buttons and
provides standard definitions.
Field
Definition
As of Date
The last date for which a report or process includes data.
Business Unit
An identification code that represents a high-level organization
of business information. You can use a business unit to define
regional or departmental units within a larger organization.
Description
Freeflow text up to 30 characters.
Effective Date
Date on which a table row becomes effective; the date that an
action begins. For example, if you want to close out a ledger on
June 30, the effective date for the ledger closing would be July
1. This date also determines when you can view and change the
information. Pages or panels and batch processes that use the
information use the current row.
For more information about effective dates, see
Understanding Effective Dates in Using PeopleSoft
Applications.
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Field
Definition
EmplID (employee ID)
Unique identification code for an individual associated with
your organization.
Language or Language Code
The language in which you want the field labels and report
headings of your reports to print. The field values appear as you
enter them.
Language also refers to the language spoken by an employee,
applicant, or non-employee.
Process Frequency group box
Designates the appropriate frequency in the Process Frequency
group box:
Once executes the request the next time the batch process runs.
After the batch process runs, the process frequency is
automatically set to Don't Run.
Always executes the request every time the batch process runs.
Don't Run ignores the request when the batch process runs.
Report ID
The report identifier.
Report Manager
This button takes you to the Report List page, where you can
view report content, check the status of a report, and see content
detail messages (which show you a description of the report and
the distribution list).
Process Monitor
This button takes you to the Process List page, where you can
view the status of submitted process requests.
Run
This button takes you to the Process Scheduler request page,
where you can specify the location where a process or job runs
and the process output format.
For more information about the Report List page, the
Process List page, and the Process Scheduler, see Process
Scheduler Basics in the PeopleTools documentation.
PREFACE
Request ID
A request identification that represents a set of selection criteria
for a report or process.
User ID
The system identifier for the individual who generates a
transaction.
SetID
An identification code that represents a set of control table
information or TableSets. A TableSet is a group of tables
(records) necessary to define your company’s structure and
processing options.
Short Description
Freeflow text up to 15 characters.
x
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Typographical Conventions and Visual Cues
We use a number of standard conventions and visual cues in our online documentation.
The following list contains our typographical conventions and visual cues:
(monospace font)
Indicates a PeopleCode program or other program
example.
Bold
Indicates field names and other page elements, such as
buttons and group box labels, when these elements are
documented below the page on which they appear. When
we refer to these elements elsewhere in the
documentation, we set them in Normal style (not in bold).
We also use boldface when we refer to navigational paths,
menu names, or process actions (such as Save and Run).
Italics
Indicates a PeopleSoft or other book-length publication.
We also use italics for emphasis and to indicate specific
field values. When we cite a field value under the page on
which it appears, we use this style: field value.
We also use italics when we refer to words as words or
letters as letters, as in the following: Enter the number 0,
not the letter O.
KEY+KEY
Indicates a key combination action. For example, a plus
sign (+) between keys means that you must hold down the
first key while you press the second key. For ALT+W,
hold down the ALT key while you press W.
Cross-references
The phrase For more information indicates where you
can find additional documentation on the topic at hand.
We include the navigational path to the referenced topic,
separated by colons (:). Capitalized titles in italics
indicate the title of a PeopleBook; capitalized titles in
normal font refer to sections and specific topics within the
PeopleBook. Here's an example:
For more information, see Documentation on CDROM in About These PeopleBooks: Additional
Resources.
Note. Text in this bar indicates information that you should pay particular attention to as you
work with your PeopleSoft system. If the note is preceded by Important!, the note is crucial
and includes information that concerns what you need to do for the system to function
properly.
Text in this bar indicates cross-references to related or additional information.
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Warning! Text within this bar indicates a crucial configuration consideration. Pay very
close attention to these warning messages.
Page and Panel Introductory Table
In the documentation, each page or panel description in the application includes an
introductory table with pertinent information about the page. Not all of the information will be
available for all pages or panels.
Usage
Describes how you would use the page or process.
Object Name
Gives the system name of the panel or process as specified in the PeopleTools
Application Designer. For example, the Object Name of the Detail Calendar
panel is DETAIL_CALENDAR1.
Navigation
Provides the path for accessing the page or process.
Prerequisites
Specifies which objects must have been defined before you use the page or
process.
Access
Requirements
Specifies the keys and other information necessary to access the page. For
example, SetID and Calendar ID are required to open the Detail Calendar
page.
Comments and Suggestions
Your comments are important to us. We encourage you to tell us what you like, or what you
would like to see changed about our documentation, PeopleBooks, and other PeopleSoft
reference and training materials. Please send your suggestions to:
PeopleSoft Product Documentation Manager
PeopleSoft, Inc.
4460 Hacienda Drive
Pleasanton, CA 94588
Or send comments by email to the authors of the PeopleSoft documentation at:
DOC@PEOPLESOFT.COM
While we cannot guarantee to answer every email message, we will pay careful attention to
your comments and suggestions. We are always improving our product communications for
you.
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CHAPTER 1
Installing PeopleSoft Upgrade
Assistant
This chapter describes how to:
•
Install the Windows NT 4.0 Service Pack.
•
Install PeopleSoft Upgrade Assistant.
Important! Windows NT 4.0 or Windows 2000 workstations are required to use PeopleSoft
Upgrade Assistant to perform your Upgrade.
Installing the Windows NT 4.0 Service Pack
You may receive the following error message when you attempt to run or install the
PeopleSoft 8 Upgrade Assistant:
Error message
If you receive this error message, you must install the latest Windows NT 4.0 Service Pack on
your machine prior to installing PeopleSoft Upgrade Assistant. You can download the latest
service pack from the Microsoft website.
Note. Install this service pack only if you are using Windows NT 4.0.
Installing PeopleSoft Upgrade Assistant
In this task you install the PeopleSoft Upgrade Assistant.
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To install the PeopleSoft Upgrade Assistant:
1. From the PS_HOME/Setup/psua directory, run Setup.exe. The Welcome screen appears.
2. On the Welcome screen, select Next. The PeopleSoft Upgrade Assistant 8.40 screen
appears.
3. Accept the default Destination Folder or specify another Destination Folder.
4. Select Next. The Start Copying Files screen appears.
5. If you want to review or change any settings, click Back. If you are satisfied with your
settings, click Next to begin copying files. PeopleSoft Upgrade Assistant copies files to
the designated directory.
6. Click Finish to complete the Setup process.
7. You can open PeopleSoft Upgrade Assistant by selecting Start, Programs, PeopleSoft 8,
Upgrade Assistant.
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CHAPTER 2
Introducing the PeopleSoft Upgrade
Assistant
This chapter provides an overview of PeopleSoft Upgrade Assistant and discusses how to:
•
Use the Upgrade Template view.
•
Use the Job Status view.
Using the Upgrade Template View
The Upgrade Template view is where you import the upgrade template and set the step
properties. In this section, we discuss the different sections or areas of the Upgrade Template
view:
•
Template Tree
•
Step Details
•
Documentation
•
Toolbar Menus
Access the Upgrade Template view.
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Upgrade Template view
Template Tree
The Template Tree section displays the chapter, tasks, and steps for your selected upgrade
product and uses the following structure:
•
Chapters are section dividers that display the tasks within the chapter.
•
Tasks are section levels that contain one or more steps.
•
Steps are the actual upgrade steps you select to set up and run your upgrade job.
Note. During the upgrade process, you assign properties at the step level, not the task level.
The following example displays the structure in the Template Tree:
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Template Tree structure
Step Details
This Step Details section displays the default properties assigned to each step, and the step
properties you designate for each step. When you assign properties for a step in the upgrade,
PeopleSoft Upgrade Assistant displays the selected properties in this section, as shown in the
following illustration.
Selected properties for a step
Documentation
This section displays the instructions for the current task or step. When you select a chapter,
task, or step from the Template Tree, PeopleSoft Upgrade Assistant displays the
corresponding documentation.
Note. You can also download printed instructions for your upgrade on Customer Connection,
Library, Upgrade Documentation; then select the category for your upgrade product.
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Toolbar Menus
The Upgrade Template Toolbar contains menus that enable you to create new templates, open
existing templates, specify step properties, view options, and specify general settings.
2-4
File Menu Item
Description
New Upgrade Template
Select this option to create your own upgrade
template. After creating your own template, you
can insert steps, scripts, and procedures to
configure your upgrade.
Open Upgrade Template
Select this option to load a PeopleSoft-delivered
template for your upgrade product. When you
select this option, PeopleSoft Upgrade Assistant
loads the template with your selected upgrade
product line.
Save Upgrade Template
Select this option to save your upgrade template
and the properties and configurations you have
designated for the template.
Save Upgrade Template As…
Select this option to save your upgrade template
as a filename specified by the user and the
properties and configurations you have designated
for the template.
Close
Select this option to close the current template.
Print
Select this option to Print the current template.
Item Menu Item
Description
Insert Chapter
Enables you to insert a chapter into an upgrade
template.
Delete Chapter
Enables you to delete a chapter from an upgrade
template.
Insert Task
Enables you to insert a task into an existing or
new upgrade template. A task serves as a section
head for one or more steps.
Delete Task
Enables you to delete a task from an upgrade
template.
Step Properties
Enables you to set step properties for each step in
the upgrade. On the Step Properties dialog box,
you specify properties that determine the
conditions that apply when you run the upgrade
process.
Insert Step
Enables you to insert a step into an upgrade
template.
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Item Menu Item
Description
Delete Step
Enables you to delete a step from an upgrade
template.
Rename
Enables you to rename an existing task or step in
an upgrade template.
Set Documentation Directory
Enables you to specify the directory into which
your upgrade documentation is saved. The
PeopleSoft Upgrade Assistant loads the
documentation for viewing during the upgrade
process.
View Menu Item
Description
Step Details
Select this option to view the properties assigned
to the step.
Documentation
Select this option to view the upgrade
documentation.
Expand All
Enables you to expand all tasks and steps for
viewing in the template.
Collapse All
Enables you to collapse all tasks and steps in the
template. When you select this option,
PeopleSoft Upgrade Assistant displays the
chapter names only.
Option Menu Item
Description
Upgrade Assistant
Enables you to specify general settings and email
settings.
Merge Templates
Enables you to merge an existing upgrade
template with a new upgrade template.
Using the Job Status View
On the Job Status view, you configure the upgrade to run the upgrade process. On this tab,
you can create a new upgrade job, open an existing upgrade job, run the upgrade process, and
view the job status of each step in the upgrade.
In this section, we discuss the different sections or areas of the Job Status view:
•
Job Tree
•
Status Grid
•
Documentation
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Toolbar Menus
The following illustrates a typical upgrade job:
Job Status view
Job Tree
On the Job Status view, the Job Tree indicates the status for each step in the upgrade. The
status is indicated by the following symbols:
Name
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Symbol
Description
Run
This green icon indicates that PeopleSoft Upgrade
Assistant runs this step or process.
Stop
This red icon indicates that PeopleSoft Upgrade
Assistant stops on this process.
Restart
Indicates a restart process. PeopleSoft Upgrade
Assistant stops on these processes and you must restart
the Upgrade Assistant after you complete the manual
process.
Processing
Indicates that the process is running.
Error
Indicates an error.
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Name
Symbol
Complete
Description
Indicates that the step is complete.
Status Grid
The Status Grid displays the current step or process and provides information about it. The
Status Grid includes the following:
Column
Description
Comments
The Lookup icon indicates comments that exist
for the step.
Task Description
When you highlight a task or step in the Template
Tree section, PeopleSoft Upgrade Assistant
displays the task or step name in the Status Grid.
Start Time
Indicates the run start time of the step or process.
End Time
Indicates the run end time of the step or process.
Duration
Indicates the run duration of the step or process.
Total Duration
Indicates the run duration of all steps you have
run up to that point in the upgrade.
Status
Indicates the current status of the step or process;
for example:
run, stop, complete
Documentation
This section enables you to view the documentation relevant to the current step. You can
control the settings for this section through the View menu.
Activity
This section enables you to view current activity for the current step. The Upgrade Assistant
automatically displays the last 10 lines of the log file as indicated by the step.
Toolbar Menus
The Job Status Toolbar contains menus that enable you to create and open upgrade jobs, edit
the job status, edit the database configuration, specify general settings, and merge templates.
File Menu Item
Description
New Upgrade Job
Enables you to create a new upgrade job from an
existing upgrade template.
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File Menu Item
Description
Open Upgrade Job
Enables you to open an existing upgrade job.
Save Upgrade Job
Enables you to save changes to your current
upgrade job.
Filter Upgrade Documentation to File
Generates an HTML file that contains the
documentation that pertains to the Upgrade Job.
Export Job to Excel
Exports Job information to an Excel file you
specify.
Edit Menu Item
Description
Set Documentation Directory
Enables you to specify the directory into which
your upgrade documentation is stored.
PeopleSoft Upgrade Assistant loads the upgrade
documentation for viewing during the upgrade
process.
Run
Enables you to change the status of a step or
process to Run.
Stop
Enables you to change the status of a step or
process to Stop.
Restart
Enables you to change the status of a step or
process to Manual.
Complete
Enables you to change the status of a step or
process to Complete.
View Log
Enables you to view output generated from
running the step.
View Script
Enables you to view original and modified script
files.
View/Edit Job Properties
Enables you to modify the Start and End Times,
modify the Status, and add Comments to
specified steps within a job.
View Menu Item
Description
Job Details
Enables you to view the Job details for the current
chapter, task or step.
Documentation
Enables you to view the documentation for the
current task or step. When you select this option,
PeopleSoft Upgrade Assistant opens the
Documentation window.
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View Menu Item
Description
Activity
Enables you to view the activity for the current
step.
Expand All
Enables you to expand all tasks and steps for
viewing in the template.
Collapse All
Enables you to collapse all tasks and steps in the
template. When you select this option,
PeopleSoft Upgrade Assistant displays the
chapter names only.
Options Menu Item
Description
Database Configuration
Enables you to set the database configuration,
specify directories and products, set profiles and
run locations, and specify import and export
settings.
Upgrade Assistant
Enables you to specify email settings to
automatically notify you of any errors
encountered during the upgrade process. You
must specify a Log Editor and HTML browser.
Merge Templates
Enables you to merge an existing upgrade
template with a new upgrade template. This
option is used primarily for maintenance releases.
Run Menu Items
Description
Start
Starts processing of the steps that are defined to
run in the Upgrade Job.
Cancel
Cancels processing of the steps that are defined to
run in the Upgrade Job.
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Using the Upgrade Template
This chapter provides an overview of the upgrade template and discusses how to:
•
Load the upgrade template.
•
Set the documentation directory.
•
Edit templates.
•
Create templates.
•
Merge templates.
•
Modify step properties.
Understanding the Upgrade Template
PeopleSoft Upgrade Assistant uses an upgrade template for each product line and release. The
upgrade template contains the chapters, tasks, and steps for the upgrade and consists of SQL
scripts, Data Mover scripts, SQR processes, Application Engine processes, and Application
Designer procedures.
Loading the Upgrade Template
PeopleSoft delivers upgrade templates for each product line and release; for example, if you
are upgrading a Human Resources database from release 7.5 to release 8.4, PeopleSoft
provides a template and documentation specific to this upgrade. You can download the
templates and documentation for your application from the upgrade documentation database
on Customer Connection.
You must download the upgrade template and the upgrade documentation to your PeopleSoft
Upgrade Assistant directory. After the upgrade template file and documentation have been
download, detached, and unzipped, you can open the template in PeopleSoft Upgrade
Assistant.
To load the upgrade template:
1. Start PeopleSoft Upgrade Assistant. A blank Upgrade Assistant template appears. Load
the template for your selected product and path.
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2. Select File, Open Upgrade Template. The Open Upgrade Template dialog box appears.
3. Select the directory in which you stored the upgrade template that you downloaded from
Customer Connection.
4. Select the template for your product and path (for example, Financials and Supply Chain
Management 7.5x to 8.4).
PeopleSoft Upgrade Assistant loads the template for your upgrade product.
Upgrade template
Setting the Documentation Directory
PeopleSoft Upgrade Assistant enables you to view the upgrade documentation relevant to the
step you are viewing or performing.
To set the documentation directory:
1. Highlight a node in the template tree. The node is the product name at the top level of the
template.
2. Select Edit, Set Documentation Directory. The Documentation Directory dialog box
appears:
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Documentation Directory dialog box
3. Enter (or browse to) your documentation directory.
4. Click OK.
When you select a chapter, task, or step in the Upgrade Assistant template tree, PeopleSoft
Upgrade Assistant displays the corresponding upgrade documentation in the
Documentation Window.
Documentation window
After you have set the PeopleSoft-delivered upgrade template and documentation directory,
you can create your upgrade job. The remainder of this chapter contains optional steps for
editing templates, creating templates, and merging templates.
Note. The steps within the upgrade template contain default step properties. You do not need
to modify these step properties unless you want to modify the step (for example, if you choose
to run the step on a server).
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See Also
"Creating and Running the Upgrade Job"
Editing Templates
You may want to add custom steps, modify existing steps, or delete existing steps from the
PeopleSoft-delivered templates.
In this section, we discuss how to:
•
Add steps.
•
Edit steps.
•
Delete chapters, tasks, or steps.
•
Rename chapters, tasks, or steps.
Adding Steps
PeopleSoft delivers upgrade templates with all of the steps included to perform the upgrade.
While performing the upgrade, you may need to add custom steps (for example, you may add
steps for dropping and adding indexes or running a backup of the target database).
To add a step:
1. Highlight the location where you want to add the step, then select Insert Step. The New
Step dialog box appears.
2. Enter a unique name in the Step Description field.
3. Enter the step properties for the new step.
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Step Properties dialog box
4. Click OK.
5. Save the Template.
See Also
Modifying Step Properties
Editing Steps
PeopleSoft delivers upgrade templates with default settings to perform upgrades. While
performing the upgrade, you may need to modify the defaults (for example, changing
Compare Flags, the Compare Release, or the PeopleCode report font or color options).
You can modify the default settings by changing the step properties. Setting these properties
determines the conditions that apply when you run the upgrade process.
To modify the step properties:
1. Highlight the step for which you want to modify the step properties, then select Edit, Step
Properties.
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Step Properties dialog box
2. Verify that the step description corresponds to the step you selected.
3. Modify the select step properties.
4. Click OK on the Step Properties dialog box. The Upgrade Assistant dialog box reappears:
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The step properties you defined for the current step are displayed in the Task Details
section of the dialog box.
5. Save the Template.
See Also
Modifying Step Properties
Deleting Chapters, Tasks, or Steps
You may want to delete a chapter, task, or step from the upgrade template.
To delete a chapter, task, or step:
1. Access PeopleSoft Upgrade Assistant.
2. Select File, Open to select your template.
3. Highlight the chapter, task, or step you want to delete.
Important! If you delete a chapter, PeopleSoft Upgrade Assistant deletes all the tasks
and steps within the chapter. If you delete a task, PeopleSoft Upgrade Assistant deletes all
the steps within the task.
4. Select from the following:
a.
If you want to delete a chapter, select Edit, Delete Chapter.
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b.
If you want to delete a task, select Edit, Delete Task.
c.
If you want to delete a step, select Edit, Delete Step.
5. PeopleSoft Upgrade Assistant deletes the chapter, task, or step and updates the template.
6. Save the template.
Renaming Chapters, Tasks, or Steps
You can rename a chapter, task, or step in an existing upgrade template.
Important! If you rename an existing chapter, task, or step in a PeopleSoft-delivered
Upgrade Template, you lose the link to the Documentation Window for that chapter, task, or
step.
To rename a chapter, task, or step:
1. Access PeopleSoft Upgrade Assistant. Make sure the Upgrade Template view is selected.
2. Select File, Open and select the template.
3. Highlight the chapter, task, or step you want to rename.
4. Select Edit, Rename.
5. Enter the new name.
6. Save the template.
Creating Templates
You can create a custom template for your upgrade. When you create a custom template, you
also insert chapters, tasks, and steps. In addition, you specify step properties.
In this section, we discuss how to:
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Creating Custom Templates
To create a custom template:
1. Access PeopleSoft Upgrade Assistant.
2. Select the Upgrade Template view.
3. Select File, New Upgrade Template.
New Template dialog box
4. Enter the name of the new template.
5. Click OK.
PeopleSoft Upgrade Assistant displays the name of your new template in the Template
Tree. You can insert chapters, tasks, and steps, and assign step properties for the new
template.
Creating New Chapters
You can add a chapter to a new or existing upgrade template. A chapter is a section heading
for a group of tasks.
To insert a chapter:
1. Highlight the location where you want to add the chapter. If this is the first chapter in the
template, highlight the top node (template name) at the top of the Template Tree. If you
are adding a task to an existing template, put your cursor where you want to insert the
task.
2. On the Upgrade Assistant toolbar, select Edit, Insert Chapter.
New Chapter dialog box
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3. Enter a unique name for your new chapter.
Note. Each chapter in the upgrade template must have a unique name.
4. Click OK.
Creating New Tasks
You can add a task to a new or existing upgrade template. A task is a section heading for a
group of steps.
To insert a task:
1. Highlight the location where you want to add the task. If you are adding a task to an
existing template, put your cursor where you want to insert the task.
2. On the Upgrade Assistant toolbar, select Edit, Insert Task.
New Task dialog box
3. Enter a unique name for your new task.
Note. Each task in the upgrade template must have a unique name.
4. Click OK.
Creating New Steps
You can add a step to a new or existing upgrade template. A step can be any process needed to
perform the upgrade.
To insert steps:
1. Highlight the task where you want to add the new step.
2. From the Upgrade Assistant toolbar, select Edit, Insert Step.
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New Step dialog box
3. Enter a unique name for your new step.
Note. Each step in the upgrade template must have a unique name.
4. Click OK.
PeopleSoft Upgrade Assistant displays the Step Properties dialog box.
5. You must define the step properties for the new step.
6. Continue creating steps until the template is complete.
7. To create an upgrade job for this template, select the Job Status view.
See Also
Modifying Step Properties
"Creating and Running the Upgrade Job," Creating the Upgrade Job
Merging Templates
After the initial release of an upgrade template, it may be necessary for PeopleSoft to release a
maintenance template for your particular upgrade product.
This option enables you to merge your existing template with a new PeopleSoft-delivered
maintenance release template.
To merge templates:
1. Select Options, Merge Templates.
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Merge Templates dialog box
2. Enter the path and file name of the existing Upgrade Template. This is the path you
selected when you installed the Upgrade Template.
3. Enter the path and file name of the new Upgrade Template.
4. You can accept the default Log File Name or specify a different log file name.
5. Click Next.
PeopleSoft Upgrade Assistant merges the two templates. It then displays the new merged
template, as in the following example:
Upgrade Assistant - Merge Templates
6. Review the newly-merged template.
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Modifying Step Properties
Step Properties are set by default in PeopleSoft-delivered templates. However, you may want
to modify or edit step properties in your custom templates or for steps you add to PeopleSoftdelivered templates.
This section describes fields and options on the Step Properties dialog box. You can modify
step properties for a step when adding or editing steps in the upgrade template.
Step Properties dialog box
Step Description
This field displays your current step.
Script/Procedure
Enter the script or procedure, if one is associated with the
current step. This field is used for SQL scripts, Data
Mover scripts, SQRs, and Application Engine Processes.
Type
Select a Type of script or procedure. This selection
defines the type for the script or procedure you selected.
Types of scripts and procedures are:
Application Engine
Build Project
Compare and Report
Convert Application Engine
Convert FieldNames
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Convert PeopleCode
Convert Workflow
Copy Database
Copy from File
Copy to File
Create Project
Custom Defined Process
Data Mover - Bootstrap
Data Mover - User
DBTSFIX
Load Base Data
Manual - Stop
SQL Command
SQL Script
SQR Report
Upgrade PeopleTools
Note. If you select Create Project from the Type drop-down list box, you must set a
#Type parameter. For a list of parameters, see the next topic. Note. When you select
Build Project from the Type drop-down list box, a Build options button appears. You
select options based on the instructions in the upgrade documentation for your product and
path. Note. When you select Upgrade Compare or Upgrade Copy from the Type dropdown list box, the Upgrade Options pushbutton appears. You select options based on the
instructions in the upgrade documentation for your product and path.
Parameters
Enter additional Parameters you may need to run the step.
For SQL commands, you enter the actual SQL command
in this field.
The additional parameters are:
Parameter
Description
#Project=
Used primarily for functions that require a project name; for
example, Build Project, Upgrade Compare, or Upgrade
Copy.
#Directory=
Used when you need to run a script that is not located in the
%PS_HOME%\scripts directory, for example, STOREPT.
In this case, you could enter:
#Directory=#PT_PSHOMEsrc\cbl\base\
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Parameter
Description
#P1= through #P5=
Used to pass parameters to SQR reports, for example,
DBTSFIX.sqr. In this case, you would pass the necessary
value, such as:
#P1=#OutputDirectory
#Rename=
Used primarily for the Convert FieldNames step type. It
automatically copies the CONVERT-XXXX.INF file from
the %PS_HOME%\scripts directory into the c:\temp\ and
renames the file to CONVERT.INF.
#PTPS_HOME=
Used to specify the %PS_HOME% variable that is defined
in the Database Configuration window.
#OutputDirectory=
Used to specify the Output Directory variable that is
defined in the Database Configuration window.
#NT=
Used for DB2 Command Center, for Non-Terminated SQL
Scripts.
#Type=
Enables you to specify the type of record to insert into the
project. Choose from the following record types:
All Records
Table
View/Query View
Derived
SubRecord
Stored Procedure
Temporary Table
Dynamic View
#RCID=
Enables the user to override the Run Control ID used for
Application Engine processes.
Select Client or Server from the drop-down list box. This
enables you to indicate whether to run the particular step,
script, or procedure on the Client or a Process Scheduler
Server.
Run Location
If you select the Server, PeopleSoft Upgrade Assistant
checks the Database Configuration for the name of the
Process Scheduler. You specify the Process Scheduler
during the Database Configuration steps.
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Note. Selecting a Run Location applies to Application
Engine processes only.
Database Orientation
Select Source or Target from the drop-down list box. This
enables you to indicate whether to run the step, script, or
procedure against the Source or Target database, as
defined by the database configuration.
Note. The default orientation is Target, but in certain
steps, such as the Export and Copy or the Project
Compare, you are required to log into the Source first. In
these cases, set the Database Orientation to Source.
Products
Click the Products icon and PeopleSoft Upgrade Assistant
displays the Products dialog box. This dialog box enables
you to select the product type from the drop-down list box
(for example, FIN/SCM) and the product your step should
be run against, from the checklist (for example Asset
Management).
Note. This feature is used primarily for data conversion
processes.
Products dialog box
After you select your products, the PeopleSoft Upgrade Assistant displays your selection on
the Step Properties dialog box.
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Click the Platforms icon on the Step Properties dialog box
and PeopleSoft Upgrade Assistant enables you to select
the platform you want to run against your upgrade step.
Platforms
Platform dialog box
After you select your Platforms, the PeopleSoft Upgrade Assistant displays your selection on
the Step Properties dialog box.
Click the Languages icon on the Step Properties dialog
box and PeopleSoft Upgrade Assistant enables you to
select the languages you have loaded in your database.
Language
Language dialog box
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After you select your Languages, the PeopleSoft Upgrade Assistant displays your selection on
the Step Properties dialog box.
In the Type of Upgrade Step group box, select one of the following options:
Initial Upgrade, Move to
Production, or Both
Indicate whether to use the step, script, or procedure in the
Initial Upgrade, the Move to Production, or both parts of
the upgrade process. PeopleSoft Upgrade Assistant
automatically filters steps by platform, product, and
language. The default selection is Both.
In the Language Type group box, select one of the following options:
Installed Language
PeopleSoft Upgrade Assistant runs the step against the
language installed in your database. If you select this
option, PeopleSoft Upgrade Assistant filters your upgrade
for the current step based on the language you selected on
the Database Configuration, Language tab. In most
cases, you select this option.
Base Language
PeopleSoft Upgrade Assistant runs the step against the
base language. This option is used primarily if you are
running a step that involves currency scripts. If you select
this option, you must also select your base language in the
Target Base Language drop-down list box on the
Database Configuration dialog box. PeopleSoft Upgrade
Assistant filters your upgrade, for the selected step, based
on that selection.
Language
When you click the Languages icon on the Step Properties
dialog box, PeopleSoft Upgrade Assistant enables you to
select the languages you have loaded in your database.
In the Allow for Errors group box, select one of the following options:
Yes
Select to allow for errors in the step. If you set this
option, PeopleSoft Upgrade Assistant continues the run
process if it encounters an error.
No
Select to set for no errors in the step. If you select this
option, PeopleSoft Upgrade Assistant stops the upgrade
process if it encounters an error. You can configure
PeopleSoft Upgrade Assistant to notify you, by email, if
an error occurs.
Note. The default setting is No.
PeopleSoft Upgrade Assistant can run certain upgrade steps concurrently; for example, you
can run several Application Engine, SQR, or SQL scripts simultaneously.
In the Run Concurrently group box, select one of the following options:
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Yes
Select to run the step concurrently. If you select this
option for two or more steps, PeopleSoft Upgrade
Assistant starts those processes concurrently, until it reads
a step that has been set to No.
No
Select to run the step individually.
Note. The default setting is No.
Note. When you have completed defining the properties for a step and click OK on the Step
Properties dialog box, the template redisplays with the modified step properties in the Task
Details area of the template.
See Also
PeopleTools PeopleBook: PeopleSoft Application Designer PeopleBook, "Building SQL
Tables and Views"
"Configuring and Editing Options," Specifying Email Settings
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CHAPTER 4
Creating and Running the Upgrade Job
This chapter provides an overview of creating and running the upgrade job and discusses how
to:
•
Create the job.
•
Review the job status.
•
Run the job.
•
Edit job properties.
•
View files.
•
Generate Filtered Upgrade Documentation
•
Perform the PeopleTools Upgrade.
•
Restart the PeopleTools upgrade.
Creating the Job
After you have opened the upgrade template, you create and run the upgrade job. Creating the
Upgrade Job provides the upgrade procedures for the specified environment. This is where
you run automated upgrade steps and monitor the progress of the upgrade.
Note. You can create multiple upgrade jobs for each upgrade template.
In this task, you create the upgrade job, then set the configuration. PeopleSoft Upgrade
Assistant uses your configuration information to filter the upgrade path.
In this section, we discuss how to:
•
Create the job.
•
Configure the database.
•
Specify the directories.
•
Select the products.
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Set the language preference.
•
Set the import and export preferences.
•
Set general preferences.
•
Complete the configuration.
Creating the Upgrade Job
In this step, you create and name the upgrade job.
To create the upgrade job:
1. Select the Job Status tab on PeopleSoft Upgrade Assistant.
2. Select File, New Upgrade Job. The Create New Job File dialog box appears.
3. Enter a name for your Upgrade Job, for example, the name of your database.
4. Select Save. The Database Configuration dialog box appears:
Database Configuration dialog box
You use this dialog box to configure your database properties.
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Configuring the Database
In this step, you set properties for the database, including defining the database type, select a
target base language, and setting the query executable file.
To configure your database:
1. Select the Database tab.
2. Select your Database Type from the Database Type drop-down list box.
3. Select whether your database is Unicode or Non-Unicode.
4. Select your SQL Query Executable file. This is the SQL Query tool that you use to run
SQL queries from your Client workstation. Select from the following:
Platform
Utility
DB2/OS390
Use the DB2 Command Center, DB2CMD.exe
DB2/UNIX
Use the DB2 Command Center, DB2CMD.exe
Informix
Use the SQL Editor Query Tool,
SQLEDITOR400.exe
Microsoft SQL Server
Use OSQL.exe
Oracle
Use SQLPLUS.exe
Sybase
Use SQLADV.exe for Sybase 11
Use ISQL.exe for Sybase 12
5. Select your Target Base Language from the drop-down list box. The Target Base
Language is used for Currency scripts that are run according to the Base language, rather
than the installed language. If you selected the Base Language option on the Step
Properties dialog box, you must select the same language here.
6. Enter the following information for each object in the Source column and the Target
column:
Object
Description
Database Name
Name of the Target (Copy of Production)
or Source database.
User ID
PeopleSoft User ID you use to log into
the Target Database.
User Password
PeopleSoft User ID password.
Host Name
Actual Server Name on which the
database server resides (Microsoft SQL
Server only).
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Object
Description
Database Server Name
Name of the Source or Target Database
Server (Informix, Sybase, and SQL
Server only).
Access ID
Owner ID of the Source or Target
Database.
Access Password
Owner ID password
Owner ID
Select a table owner ID for the PeopleSoft
tables. The table owner ID can be either
an access ID, a secondary authorization
ID, or a generic ID.
Specifying the Directories
In this step, you select your upgrade script staging and output directories.
To set the directories:
1. Select the Directories tab. The following dialog box appears:
Directories dialog box
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2. Select the PS_HOME Directory. This is the directory that may be listed on the file
server. PeopleSoft Upgrade Assistant uses this information to retrieve application and
PeopleTools scripts and data files.
3. Select the Upgrade Script Staging Directory. PeopleSoft Upgrade Assistant edits the
scripts during the upgrade process and locates all the scripts into one central directory.
Note. The Upgrade Script Staging Directory and the Upgrade Output Directory cannot be
the same.
4. Select the Upgrade Output Directory. PeopleSoft Upgrade Assistant executes all of the
scripts and processes during the upgrade process and sends the output to the Upgrade
Output Directory.
Selecting the Products
In this step, you select the products to run against your database.
To select the products:
1. Select the Products tab.
Database Configuration dialog box - Product tab
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2. Select your Product Line from the drop-down list box. PeopleSoft Upgrade Assistant
displays the products for your product line.
3. Select the check box for the products that apply to your database.
4. Click OK.
Setting the Language Preference
In this step, specify the language you have installed in your database.
To set your language preference:
1. Select the Languages Tab.
Database Configuration dialog box - Languages tab
2. Select the check box for the language you have installed in your database.
3. Click OK.
Setting the Import and Export Preferences
In this step, you set your import and export configuration settings preferences.
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To set the import and export preferences:
1. Select the Import/Export tab.
Database Configuration dialog box - Import/Export tab
2. When you select Import from File, PeopleSoft Upgrade Assistant reads the configuration
settings from a file.
3. When you select Export to File, PeopleSoft Upgrade Assistant writes the current
configuration settings to a file.
4. Select OK.
Setting General Preferences
In this step, you set the Configuration Manager Profile. In this release, you must create
individual user profiles for Process Scheduler configurations. PeopleSoft Upgrade Assistant
can run processes, such as Application Engine processes, on the Process Scheduler server.
The Upgrade Assistant uses the information you specify for the PeopleSoft Configuration
Manager and Process Scheduler to run these processes on the server.
To set general preferences:
1. Select the General tab.
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Database Configuration dialog box - General tab
2. Select the Type of Upgrade. Select Initial Upgrade or Move to Production.
When performing the initial upgrade on your Copy of Production, select the Initial
Upgrade option. PeopleSoft Upgrade Assistant displays only those steps that apply to the
initial upgrade. Give your upgrade job a name indicative of the initial upgrade; for
example, <dbname>_initupg (where <dbname> is your database name).
When performing your test move to production, create a new upgrade job and select Move
to Production as the Type of Upgrade. PeopleSoft Upgrade Assistant then displays only
those steps needed for the move to production part of the upgrade. Give your upgrade job
a name indicative of the move to production; for example, <dbname>_mvtoprod1 (where
<dbname> is your database name).
3. In the Process Scheduler/Application Server Information section, complete the following
options:
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Select the Configuration Manager Profile from the drop-down list box.
b.
Enter the Application Server Machine Name. This is the actual server name on
which the application server resides.
c.
Enter the Process Scheduler Machine Name. This is the actual server name on
which the process scheduler server resides.
d.
Select the Operating System that the Process Scheduler resides within from the dropdown list box.
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e.
Enter the JSL Port of the application server (needed for Component Interface).
f.
Select or enter the name of the Process Scheduler.
g.
Enter the FTP information (used for UNIX and OS/390 customers). If you run
Application Engine processes on the Server, PeopleSoft Upgrade Assistant must FTP
those log files to the client. Enter the FTP user id and password to use FTP those files
from the server to the client.
h.
Enter the Server Output Directory. This is the directory to which the Process
Scheduler sends the output. This can be the parameter that is set in the psadmin
utility for Process Scheduler identified as Log/Output Directory.
See Also
PeopleTools Installation and Administration for your database platform for details about
PeopleSoft Process Scheduler.
Completing the Configuration
Click OK on the Database Configuration dialog box. Your database configuration properties
are complete.
PeopleSoft Upgrade Assistant reappears with the steps that apply to your upgrade.
Reviewing the Job Status
Before you run the upgrade job, review the status for each step. These steps automatically
inherit a Run or Manual—Stop status based on your assigned step properties.
The run status is displayed next to the step, with the following symbols:
Name
Symbol
Description
Run
This green icon indicates that the Upgrade Assistant
will run this step or process.
Stop
This red icon indicates that the Upgrade Assistant will
stop on this process.
Restart
Indicates a restart process. PeopleSoft Upgrade
Assistant will restart the step.
Processing
Indicates that the process is running.
Error
Indicates an error.
Complete
Indicates that the step is complete.
Note. You can change the job status of any step by selecting a job status on the Edit menu
or by right-clicking on the step, then selecting the new job status.
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Running the Job
After you have created your upgrade job, you can run the upgrade process.
In this section, we discuss how to:
•
Running the upgrade job.
•
Perform the Manual—Stop Step.
•
Perform the Run Step.
Note. You should still be on the Job Status view.
Running the Upgrade Job
When you run your upgrade job, you are running two types of steps; a Manual—Stop step or a
Run step. A
Manual —Stop is displayed with the Stop symbol; you must perform this type of step
manually. A Run step is displayed with the Run symbol; this type of step is set to run
automatically by PeopleSoft Upgrade Assistant.
You first perform the manual steps, then set PeopleSoft Upgrade Assistant to run the
automatic steps. PeopleSoft Upgrade Assistant continues to run the automatic steps until it
encounters another manual step or a stop that you have set. If you need to cancel a running
step, select Run, Cancel, or click the X on the Upgrade Assistant toolbar.
Performing the Manual - Stop Step
A Manual—Stop step is a step you must perform manually. After you have performed the
step, change the status to Complete in PeopleSoft Upgrade Assistant, by selecting Edit,
Complete.
Note. PeopleSoft Upgrade Assistant performs the steps in order. You can perform
Manual—Stop steps, until you encounter a Run step. The Upgrade Assistant then
performs the series of Run steps, and continues performing the Run steps until it
encounters another Manual—Stop step.
Run Step
After you have completed the initial manual steps, you start the Run process.
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To start the run process:
1. Highlight the upgrade step you want to run.
2. If the step is not already set to run, select Edit, Run (you can also select the run icon on
the Upgrade Assistant toolbar).
PeopleSoft Upgrade Assistant starts the Run process. The Run icon changes to the
Processing icon. The status column changes to Processing. The Start Time column
indicates the time the job started. PeopleSoft Upgrade Assistant displays these indicators
until the step is complete.
When the step is complete, the status column displays Complete and the Run icon changes
to the Complete icon. The Upgrade Assistant displays the End Time and Duration in the
status grid, as shown in the following example:
End time and duration display in the status grid
PeopleSoft Upgrade Assistant runs the next step and continues running steps until it fails
or finds a step with a Stop status.
3. When you have finished the run process, save the upgrade job.
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Editing Job Properties
You can enter or modify the Start and End Times and add comments to each step within the
Upgrade Job. Highlight the step and select Edit, Edit Job Properties.
Job Properties dialog box
Viewing Files
You can view log files generated during the upgrade process.
In this section, we discuss how to:
•
View the log file.
•
View the log file for SQR reports.
•
View the Data Mover log files.
•
View the log file for all other processes.
Viewing the Log File
This option enables you to view individual log files and output generated by the Run process.
Viewing the Log File for SQR Reports
You can view the log file for SQR reports.
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To view the log file for SQR reports:
1. On the Job Status toolbar, select Edit, View Log.
View Logs file
2. Select the log file you want to view.
3. Click View.
PeopleSoft Upgrade Assistant displays the log file.
PeopleSoft Upgrade Assistant enables you to view the SQR log, the SPF file, and the Upgrade
Assistant log file.
Viewing the Data Mover Log Files
You can view the log file for Data Mover Log files .
To view the log file for Data Mover Logs :
1. On the Job Status toolbar, select Edit, View Log.
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2. Select the log file you want to view.
3. Click View.
PeopleSoft Upgrade Assistant displays the log file.
Viewing the Log File for All Other Processes
In this step, you can view the log file for all processes, except SQR reports.
To view the log file for all other processes:
1. On the Job Status toolbar, select Edit, View Log.
2. PeopleSoft Upgrade Assistant displays the log file using the editor you specified. .
Viewing the Script File
This option enables you to view individual script files and input generated by the Run process.
To view the script files:
1. On the Job Status toolbar, select Edit, View Script.
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View Logs - Script File
2. Select the script file you want to view.
3. Click View.
PeopleSoft Upgrade Assistant displays the script file.
Note. When editing a script for the purpose of restarting a step, edit the modified script and
not the original script.
Generate Filtered Upgrade Documentation
The PeopleSoft Upgrade Assistant can generate HTML-based Upgrade Documentation
specific to the Upgrade Job.
To generate job-based documentation, from the Job Status tab, select File, Filter Upgrade
Documentation to File. A progress bar displays the documentation generation progress.
Once completed, the PeopleSoft Upgrade Assistant loads the documentation into the HTML
browser you specified in the Upgrade Assistant options dialog box and saves the
documentation file to the folder in which you stored your original html documentation.
See also:
"Configuring and Editing Options," Specifying General Settings
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Perform the PeopleTools Upgrade
PeopleSoft Upgrade Assistant can determine the steps needed to Upgrade a database from one
PeopleTools release to another PeopleTools release, and run those steps for you.
For the Application Upgrade (for example, upgrading your Financials database from 7.5 to 8
SP1), the Upgrade Assistant determines the Source and Target release, prior to running any
steps, by running queries against both databases. For a PeopleTools-only upgrade (for
example, upgrading your Financials 8 SP1 database from PeopleTools 8.15 to 8.16), the
Upgrade Assistant runs a query against the Target and determines the Source database by
checking the PPLTLS81CUR.ini file for the TOOLSREL version. After PeopleSoft Upgrade
Assistant has determined the process for the PeopleTools upgrade, it automatically runs those
steps in sequential order.
Note. Once the Upgrade Assistant has determined the Source and Target releases, the
Releases are saved permanently in the Database Configuration and cannot be changed.
There are three Process Types used for the PeopleTools Upgrade:
•
DBTSFIX
•
Upgrade PeopleTools
•
Load Base Data
Note. DBTSFIX applies to Oracle, DB2 OS/390, DB2 UNIX and Informix databases only.
These Process Types are defined as steps within a template as follows:
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Step Properties dialog box
When the Upgrade Assistant runs one of these steps encountered in a job, it determines the
steps needed to upgrade PeopleTools and runs those steps:
PeopleTools Upgrade dialog box
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You can view the log file by clicking the find icon (magnifying glass) within the step grid.
PeopleSoft Upgrade Assistant monitors each step and provides the start and end times, as well
as the status of each step.
Restarting the PeopleTools Upgrade
If a step fails, PeopleSoft Upgrade Assistant can restart the process from the point of failure.
To fix the problem you can edit the script through PeopleSoft Upgrade Assistant.
To restart the PeopleTools upgrade:
1. Locate the error by viewing the log file.
Viewing the log file
2. Once you have located the error, view the Modified script, located in the Upgrade
Assistant staging directory through the Upgrade Assistant.
3. Edit the script file by removing the portions of the script that already have been
committed.
4. Correct the problem and Save.
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5. After correcting the problem, set the step to Restart as shown:
Restarting the PeopleTools upgrade
PeopleSoft Upgrade Assistant restarts the PeopleTools Upgrade from where it failed.
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CHAPTER 5
Running Application Engine Processes
on the Server
This chapter provides an overview of running PeopleSoft Application Engine processes on the
server and discusses how to:
•
Configure PeopleSoft Process Scheduler and Application server.
•
Configure the portal.
•
Build the PROCESSREQUEST Component Interface.
•
Edit Maintain Security.
•
Set properties.
Configuring Process Scheduler and Application Server
PeopleSoft Upgrade Assistant uses the PROCESSREQUEST Component Interface object to
submit jobs to run on the Process Scheduler Server. You must configure your environment for
PeopleSoft Upgrade Assistant to submit processes.
You must first configure and run a Process Scheduler and Application Server against the
Target database.
See Also
PeopleTools PeopleBook, for your database platform, for details about configuring your
Process Scheduler and Application Server.
Configuring the Portal
You must configure the Portal to update User Security.
See Also
PeopleTools 8.4 PeopleBook: PeopleTools 8.4 Installation for Your Database Platform,
"Setting Up the PeopleSoft Internet Architecture"
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Building the PROCESSREQUEST Component Interface
This section describes how to configure the PROCESSREQUEST Component Interface.
See Also
PeopleTools 8.4 PeopleBook: PeopleSoft Component Interfaces, "Programming Component
Interfaces in COM," Setting Up the COM Environment for information about configuration
settings that must be set.
To configure the PROCESSREQUEST Component Interface:
1. Access PeopleSoft Application Designer.
2. Open the PROCESSREQUEST Component Interface object shown:
Open Object dialog box
3. Navigate to Build, PeopleSoft APIs.
4. Point the Target Directory and COM Server DLL Location to the
<PS_HOME>\bin\client\winx86 directory. Click OK. The following dialog box appears:
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Build PeopleSoft API Bindings dialog box
The system builds the PROCESSREQUEST Component Interface object to the
<PS_HOME>\bin\client\winx86 directory.
Editing Maintain Security
You must edit Maintain Security to run the PROCESSREQUEST object.
See Also
PeopleTools 8.4 PeopleBook: PeopleSoft Component Interfaces, "Developing the Component
Interface," Setting Component Interface Security
Setting Properties
Make sure that the Run Location of the Application Engine process is set to run on the
Server, as shown:
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Step Properties dialog box
PeopleSoft Upgrade Assistant can then run Application Engine processes against a Process
Scheduler located on your server.
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CHAPTER 6
Configuring and Editing Options
This chapter provides an overview of configuring and editing options for your database and
discusses how to:
•
Edit your database configuration.
•
Specify settings.
Editing Your Database Configuration
You can modify the database configuration options you set for your upgrade steps.
To edit your database configuration:
1. Access PeopleSoft Upgrade Assistant.
2. Select the Job Status view.
3. Select File, Open Upgrade Job and select your upgrade job.
4. Select Options, Database Configuration.
PeopleSoft Upgrade Assistant displays the Database Configuration dialog box.
5. Modify your selected options.
6. When you are finished modifying your database configuration options, click OK.
The Upgrade Template reappears in Job Status view.
7. Save your template.
See Also
"Creating and Running the Upgrade Job," Creating the Upgrade Job
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Specifying Settings
Use the Upgrade Assistant command on the Options menu to specify general settings for the
upgrade template. You can access the Options, Upgrade Assistant menu from the Upgrade
Template view or the Job Status view.
In this section, we discuss how to:
•
Specify general settings.
•
Specify email settings.
Specifying General Settings
PeopleSoft Upgrade Assistant uses Notepad as the default editor for displaying logs and
scripts; however, if you prefer, you can specify a different editor. You will also specify an
HTML Browser to use for generating Filtered Upgrade documentation.
To specify general settings:
1. Access PeopleSoft Upgrade Assistant.
2. Select Options, Upgrade Assistant.
3. The Upgrade Assistant dialog box appears.
4. Select the General Settings tab.
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Upgrade Assistant - General Settings tab
5. In the Log and Script Editor field, specify (or browse to) the executable for the editor ,
including the path name.
6. In the HTML Browser field, specify (or browse to) the executable for the HTML browser,
including the path name (for example, C:Apps:Internet Explorere:iexplore.exe).
7. The Add Upgrade Job Comments to Documentation enables you to add custom notes
or documentation to documentation that is viewed through the Upgrade Assistant or the
filtered documentation produced by the Upgrade Assistant.
8. Click OK.
Specifying Email Settings
On the Task Properties dialog box, you specified whether to allow for errors during the
upgrade process. If you selected No to the Allow for Errors option, you may want to
configure PeopleSoft Upgrade Assistant to notify you, by email, if it encounters an error
during the upgrade process. When you select this option, PeopleSoft Upgrade Assistant sets
this notification process. In addition, PeopleSoft Upgrade Assistant sends you a completion
message when it encounters a Stop in the upgrade process.
PeopleSoft Upgrade Assistant uses SMTP Mail Servers to send the error (failure) notifications
and completion messages.
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To specify email settings:
1. Access PeopleSoft Upgrade Assistant.
2. Select Options, Upgrade Assistant.
The Upgrade Assistant dialog box appears.
3. Select the Email Settings tab.
Upgrade Assistant - Email Settings tab
4. Select the Send Email Notifications check box if you want PeopleSoft Upgrade Assistant
to notify you of any errors encountered during the upgrade process.
5. In the Email Configuration group box, enter the following information:
a.
SMTP Mail Server
b.
To Address
c.
From Address
6. Click OK.
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CHAPTER 7
Understanding Process Types
This chapter describes the process types available in PeopleSoft Upgrade Assistant.
In the upgrade process, you assign a process type for each step in your upgrade. This provides
PeopleSoft Upgrade Assistant with information necessary to complete the step. The following
table describes each process type contained in PeopleSoft Upgrade Assistant.
Process Type
Definition
Application Engine
This selection runs Application Engine processes
in the Script/Procedure value under Step
Properties. You can run your Application Engine
process on the client, the server, or in parallel.
You may need to adjust these to reduce the
amount of time needed for the actual Move to
Production part of the upgrade.
Build Project
This selection builds the project specified in the
Task Properties parameter as #Project= (for
example, #Project=ALLTABS). The project is
built through the PeopleTools command line.
Custom Defined Process
This selection enables you to include custom
added processes, such as Batch files, that you can
run through the Upgrade Assistant. You need to
start this process with cmd / c for the process to
run; for example:
Cmd / c c:\backup.bat
Convert Application Engine
This selection converts Application Engine
processes to the PeopleSoft 8.4 format (GUI
processes).
Convert Fieldnames
This selection converts FieldNames to the
PeopleTools PeopleSoft 8.4 format (GUI
processes).
Convert PeopleCode
This selection converts PeopleCode programs to
support the newly-supported Unicode format
(GUI processes).
Convert Workflow
This type converts Workflow objects to the
PeopleTools PeopleSoft 8.4 format.
Create Project
This type enables you to select the type of records
to insert into a project.
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Process Type
Definition
Data Mover—User
This type runs Data Mover scripts as the User ID
specified in the Database Configuration (nonbootstrap mode).
Data Mover—Bootstrap
This type runs Data Mover scripts as the Access
ID specified in the Database Configuration
(bootstrap mode).
DBTSFIX
PeopleSoft Upgrade Assistant determines your
source and target releases and decides which
DBTSFIX scripts need to be run for your
Upgrade.
Load Base Data
PeopleSoft Upgrade Assistant determines your
source and target releases and decides which Base
Data scripts need to be run for your Upgrade.
Manual—Stop
This type is defined as a task you must run
manually. PeopleSoft Upgrade Assistant
automatically sets the run status to Stop. After
you have manually completed the step, you must
change the Job Status to Complete.
SQL Command
This type runs the SQL command defined in the
Parameters value under the Step Properties.
PeopleSoft Upgrade Assistant runs the command
using the SQL Query tool specified in the
Database Configuration dialog box. For most
SQL Query Tools, PeopleSoft Upgrade Assistant
stops on an error.
SQR Report
This type runs SQRs using the pssqr command
line.
SQL Script
This type runs the SQL script defined in the
Script/Procedure value under the Step Properties.
PeopleSoft Upgrade Assistant runs the script
using the SQL Query tools specified on the
Database Configuration. For most SQL Query
Tools, PeopleSoft Upgrade Assistant stops on an
error.
Compare and Report
This type runs the Upgrade Compare Process
using the project specified in the Step Properties
parameter as #Project= (for example,
#Project=ALLTABS). You can modify the
Upgrade Compare Options (for example, the
Report Filters) through PeopleSoft Upgrade
Assistant. PeopleSoft Upgrade Assistant uses the
options, from the Upgrade Compare, when
running the process (GUI process).
UNDERSTANDING PROCESS TYPES
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Process Type
Definition
Copy Database
This type runs the Upgrade Copy Process using
the project specified in the Step Properties
parameter as #Project= (for example
#Project=ALLTABS). You can modify the
Upgrade Copy options (for example, Language
options or Objects to Copy) through PeopleSoft
Upgrade Assistant. PeopleSoft Upgrade Assistant
uses the options, from the Upgrade Copy, when
running the process (GUI process).
Copy To File
This type copies a project to a file. This is used in
conjunction with the Copy From File option. It
uses the project specified in the Step Properties
parameter as #Project= (for example
#Project=ALLTABS).
Copy From File
This type copies a project from a file. This is used
in conjunction with the Copy To File. It uses the
project specified in the Step Properties parameter
as #Project= (for example #Project=ALLTABS).
Upgrade PeopleTools
PeopleSoft Upgrade Assistant determines your
source and target releases and decides which
release scripts and other miscellaneous scripts
need to be run to upgrade your PeopleTools tables
to the latest release level.
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CHAPTER 8
Troubleshooting
This chapter lists error messages you may see during the upgrade process and the
recommended action for correcting the errors.
This chapter includes the following:
•
PeopleTools Upgrade
•
Running Application Engine Processes on the Server
•
Running Application Engine Processes on the Client
•
Other
PeopleTools Upgrade
This section contains error messages and the recommended actions.
Message
Recommended Action
Unable to login into the Target
Database
Check the following items:
Confirm that the Target Database Configuration
information is correct.
Confirm that the Upgrade Assistant Staging and
Output Directories (found under the Database
Configuration, Directories tab) does not contain
spaces in the directory name: for example:
Not Valid: C:\Program
Files\PeopleSoft\Upgrade
Assistant\staging\
Valid: C:\PT840\staging\
Check the <UA Output
Directory>\TOOLSREL.log file for error
messages.
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Message
Recommended Action
Unable to login into the Source
Database
Check the following items:
If your Upgrade Template contains the task titled
"Organize Your PeopleTools Upgrade", review
the following:
The Upgrade Assistant does not use the Source
Database Information. Instead it checks the
<PS_HOME>\projects\PPLTLS84CUR\PPLTLS
84CUR.ini file for the latest release. If the
“RELEASE=” value is less then PeopleTools
8.14.000, you will need to install the most recent
PeopleTools release.
If your Upgrade Template does not contain the
task titled “Organize Your PeopleTools
Upgrade”, review the following:
Confirm that the Source Database Configuration
information is correct.
Check the <UA Output
Directory>\TOOLSREL.log file for error
messages.
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Target and Source Databases at the
same release. No scripts to execute.
The Upgrade Assistant ran the TOOLSREL.sql
query against both the Source and Target
databases and determined that both are at the
same release. Once the Source and Target
releases have been determined, the database
configuration is stamped with the releases. Also,
once the database configuration is stamped, the
database configuration cannot be changed. The
only way to continue is to create a new job.
Run-Time error '13' Type Mismatch
If your Upgrade Template contains the task titled
“Organize Your PeopleTools Upgrade," then the
Upgrade Assistant does not use the Source
Database Information. Instead it checks the
<PS_HOME>\projects\PPLTLS84CUR\PPLTLS
84CUR.ini file for the latest release. If the
“RELEASE=” value is less then PeopleTools
8.14.000, you will need to install the most recent
PeopleTools release.
Run-Time error '53' File not found:
PSAPI.DLL
Perform a Find/Search on the local drive (C:
drive) for PSAPI.DLL. PSAPI.DLL is part of
the NT operating system. If any other version of
PSAPI.DLL is found, in addition to the version
located in the C:\WINNT\SYSTEM32 directory,
rename it and try again.
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Running Application Engine Processes on the Server
Message
Recommended Action
Process fails but there is no log file
Check the following items:
Confirm that the Server Output directory in the
Upgrade Assistant Database configuration is
correct. Note: the path should end with a
backslash.
Error number –16
Check the following items:
Check that the ProcessRequest Component
Interface has been properly configured and built.
See Chapter 5, "Running Application Engine
Processes on the Server" for more information.
Error number –17
Check to make sure that the Application Server
and Process Scheduler are running and are
properly configured.
Check to make sure that the JSL (Jolt Listener
Port) is set correctly. Note: JSL Port and WSL
Port are not the same.
Error number –18
Upgrade Assistant failed to retrieve the
PROCESSREQUEST component interface. Use
the Component Interface Tester found in
Application Designer to test. For more
information, see the Component Interface guide.
Error number –19
Upgrade Assistant failed to set the
PROCESSREQUEST Component Interface
properties. Use the Component Interface Tester
found in the Application Designer to test. For
more information, see PeopleSoft Component
Interfaces.
Error number –20
Upgrade Assistant failed to save the
PROCESSREQUEST Component Interface
properties. Use the Component Interface Tester
found in the Application Designer to test. For
more information, see PeopleSoft Component
Interfaces.
Running Application Engine Processes on the Client
This section contains error messages and the recommended actions.
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Message
Recommended Action
Run the Upgrade Assistant “Run”
function but nothing happens.
Confirm that
“C:\WINNT\SYSTEM32\PSAPI.DLL” exists.
Message
Recommended Action
Cannot locate log file:
c\temp\UA\75to840out\DBTSFIX_
DBTSFIX800
Confirm that SQR Parameters were set correctly.
Other
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Glossary
The terms in this glossary are used among multiple Financials and Supply Chain Management
applications.
Numbers
401(a)(17) Limits
The limitations on the earnings that may be included in the calculation of benefits under
qualified U.S. pension plans.
1st Year Amount
In PeopleSoft Workforce Analytics, 1st Year Amount is an employee-level compensation
amount, totaling the calculations for the first calendar year’s worth of accounting periods, in a
compensation scenario.
A
Abend
Abnormal End (to a process).
ABM (Activity-Based Management)
See PeopleSoft Activity-Based Management.
ABPS (Activity-Based Planning and Simulation)
See Activity-Based Planning and Simulation.
Absence
An absence occurs when an employee is not at work (absent) during a normally scheduled
work period. Absences may be scheduled or non-scheduled, compensated or uncompensated,
excused or unexcused. An absence may occur for a variety of reasons like illness, family
emergency, civic obligations (e.g. Military duty or jury duty), or vacation.
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GLOSSARY
1
GLOSSARY
Absence Entitlement
Element which defines the rules for granting paid time off for valid absences, such as sick
time, vacation, and maternity leave. An absence entitlement element defines the entitlement
amount, frequency, and entitlement period.
Absence Take
Element which defines the conditions that must be met before a payee is entitled to take paid
time off.
Accepted Exception
An exception that has been reviewed and validated (see Time Management).
Accommodations
Accommodations are efforts your organization is able to make for employees or applicants
with disabilities, such as purchasing special equipment or making structural changes to a work
environment.
Account Management
In PeopleSoft Demand Planning, a feature that enables you to divide a centrally held corporate
forecast into multiple subsections for easier maintenance and management. These subsections
are separate databases that can be distributed to account managers for use and updates, then
rejoined with the main database at a later date.
Account
A code for recording and summarizing financial transactions as expenditures, revenues, assets,
or liabilities balances. This is a delivered PeopleSoft ChartField, specific use of which is
typically defined by the organization during implementation of PeopleSoft General Ledger.
Account Type
A name for one of the different kinds of accounts used in a PeopleSoft General Ledger, such
as Asset, Liability, Equity, Revenue, and Expense.
Accounting Class
In PeopleSoft Enterprise Performance Management, an attribute that defines how the
particular resource would be treated for generally accepted accounting practices. Inventory
denotes whether a Resource will become part of a balance sheet account such as inventory or
fixed assets, while Non-inventory denotes that the Resource will be treated as an expense of
the period during which it occurs.
Accounting Date
The date that a transaction is recognized as opposed to the date the transaction actually
occurred—the Transaction Date (although the two dates can be the same). The accounting
date determines the period in the general ledger to which the transaction is to be posted. You
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can only select an accounting date that falls within an open period in the ledger to which you
are posting. The accounting date for an item is normally the invoice date. In PeopleSoft Asset
Management, the difference between accounting date and transaction date determines whether
prior period depreciation must be calculated, and how much. Accounting Date must be later
than or equal to Transaction Date.
Accounting Entry
A set of related debits and credits. An Accounting Entry is made up of multiple Accounting
Lines. In most PeopleSoft applications, accounting entries are always balanced (debits =
credits). Accounting entries are created to record accruals, payments, payment cancellations,
manual closures, project activities in general ledger, and so forth (depending on the
application).
Accounting Entry Template
A user-defined table that controls the use of system-generated accounting lines in the posting
processes.
Accounting Split
Method indicating how expenses are allocated or divided among one or more sets of
accounting ChartFields.
Accredited Education
Education above the high school level completed in a U.S. college, university, or other
educational institution that has been credited by one of the accrediting agencies or associations
recognized by the Secretary, U.S. Department of Education.
Accrual
Any hours that employees accumulate for use at another time in the form of earned vacation
time or sick leave, for example.
Accrual Basis Accounting
Accounting that records the impact of a business event as it occurs, regardless of whether the
transaction affected cash.
Accrual Class Codes
Classes or categories of accruals.
Accrual Type
Defines an accrual such as annual leave or sick leave.
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Accumulate Demand
In PeopleSoft Demand Planning, a transfer process function that adds demand quantities for
an item to any quantities that already exist for the period.
Accumulator
Element which allows you to combine several elements. For example, an accumulator could
consist of all voluntary deductions, or all company deductions, enabling you to accumulate
amounts. It allows total flexibility for time periods and values accumulated. See also Time
Administration.
Accumulator [Global Payroll]
Element which provides a means for storing the cumulative values of defined items as they are
processed. As you make payments, take deductions, and perform calculations, you’ll use
accumulators to track accumulated amounts, or balances. You can accumulate a single value
over time or multiple values over time, as your requirements specify. For example, an
accumulator could consist of all voluntary deductions, or all company deductions, enabling
you to accumulate amounts. It allows total flexibility for time periods and values accumulated.
Action
In PeopleSoft Deduction Manangement, a task that you perform to obtain information required
to resolve a deduction.
Action and Conditions
A process that defines actions and conditions independently of one another and then combines
them to create a complete rule (see Rule Creation).
Action Code
In PeopleSoft Engineering, a user-defined code associated with an event/action triggered by
the implementation of an engineering change order (ECO). Actions could include analyzing
an item's existing quantity on hand, scrapping existing inventory, or modifying current
documentation.
In PeopleSoft Product Configurator, a 2-character code that identifies rule types. For
example, FP is the action code for the Finalize Price rule, and CN is the action code for the
Condition rule. The rules control the processing path for configured items.
Action List
An online list of customers who meet predefined credit management criteria. The list also
includes appropriate procedures for each action and contact information for the customer.
Action Owner
In PeopleSoft Deduction Management, the individual assigned a task to obtain information to
resolve a deduction.
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Action Reason
The reason an employee’s job or employment information is updated. The action reason is
entered in two parts: a personnel action, such as a promotion, termination, or change from one
paygroup to another—and a reason for that action. Action Reason is used by PeopleSoft
Human Resources, PeopleSoft Benefits Administration, PeopleSoft Stock Administration, and
the COBRA Administration feature of the Base Benefits business process.
Active Control
A target control requiring that the user validate the budget against the planning targets before
submitting it. If the budget totals are not within the tolerance levels, the system indicates that
the status is invalid and the user cannot submit their budget until the budget is modified and
the amount is within the tolerance range of the planning target.
Activity
In PeopleSoft Receivables and Deduction Management, an action taken on an item, such as
creating an item, unposting an item, or writing off an item.
In PeopleSoft Projects, the unit of work that provides a further breakdown of projects—
usually into specific tasks. Resources are assigned directly to activities within a project, not
directly to projects.
A self-contained task that is part of one or more business processes. Business process maps
display the activities that make up the process. An activity consists of steps representing the
pages the user needs to complete and events representing the workflow routings triggered by
the user's actions.
In PeopleSoft Enterprise Warehouse, the work of an organization and the aggregation of
actions used for Activity-Based Costing.
Activity Attributes
Activity Attributes provide pieces of activity information. For example: capacity and
performance, cost drivers, cycle time and performance measures.
Activity-Based Costing (ABC)
A methodology that measures the cost and performance of activities, resources and cost
objects, assigns resources to activities and activities to cost objects based on their use and
recognizes the causal relationships of cost drivers to activities.
Activity-Based Management (ABM)
See PeopleSoft Activity-Based Management (ABM).
Activity-Based Planning and Simulation (ABPS)
ABPS, a feature of PeopleSoft Activity-Based Management, calculates resource demands,
new rates, costs, and activity volumes based on demand forecasts. It converts the new
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resource demands into new cost requirements at the General Ledger item level to feed as input
for budgeting.
Activity Driver
An Activity Driver indicates the amount of demand there is for a particular activity and it is
used to assign cost to cost objects. In some instances, an activity driver may represent the
yield of an activity.
Activity Fragmentation
The part of the Employee Profile feature that provides information about the number of
employees that is involved in completing a particular activity on a full or part-time basis.
Activity ID
A unique 15-character alphanumeric identifier given to each activity within a project. Activity
IDs need only be unique within a single project.
Activity List
In PeopleSoft Pension Administration, a checklist used to monitor pension-related activities.
Activity Type
A user-definable identifier for grouping activities.
Activity Type
Also known as Activity Code. A categorization of work effort. Typically work effort is
categorized as productive or non-productive; Repair, Maintenance, Enhancement, or
Improvement; or Development or Construction. Activity type is usually required to support
cost accounting or financial accounting (recording) functions. It may also be required to
support some organizational administration requirements such as organizational productivity
goals, or employee performance measurement. In some companies, activity type is inferred
from job function, work group affiliation, or organization.
Activity Use
An attribute used to describe the behavior of an Activity as defined within PeopleSoft
Enterprise Performance Management. A Primary Activity is an activity that is performed for
the purpose of directly generating revenue within the course of business. A Secondary
Activity is generally performed in direct support of a Primary Activity such as activities
related to human resources or MIS.
Actual Base Hours
This defines the number of hours that an employee is expected to work within a given period
under analysis within PeopleSoft Enterprise Performance Management. Hours worked in
excess of Actual Base Hours are generally considered overtime, while hours worked less than
Actual Base Hours would illustrate that the employee is working part-time.
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Actual Contribution Percentage (ACP)
The amount of an employee's after-tax or employer matching contributions made in a Section
401(m) plan on behalf of highly compensated plan participants, divided by the employee's
annual compensation, or an amount determined in the same manner with respect to non-highly
compensated employees. The Base Benefits business process is set up to perform ACP
nondiscrimination tests for Section 401(m) plans. See Nondiscrimination Tests and Highly
Compensated Employee.
Actual Date
Calendar date in which a punch occurred (see Time Reporting).
Actual Deferral Percentage (ADP)
The amount of salary reduction contributions made by an employee to a Section 401(k) plan
for a year, divided by the employee's total compensation for that year. The Base Benefits
business process is set up to perform ADP nondiscrimination tests for Section 401(k) plans.
See Nondiscrimination Tests and Highly Compensated Employee.
Actual Demand
In PeopleSoft Demand Planning, an Array of demand by historical period imported from an
external system. The demand figures are determined by imported values and typically include
shipments, orders booked, orders booked by requested ship date, or shipments.
Actual Rates
An Actual Rate is the rate that your business currently uses for its business practice.
Actuarial Assumptions
Any assumptions used to calculate an equivalent benefit for an optional form of payment or an
alternative retirement date.
Actuarial Valuation
A comparison of a pension plan's assets and liabilities.
Actuarial Valuation Extract
A PeopleSoft Pension Administration data extract containing data that a plan actuary needs in
order to determine the plan’s assets and liabilities.
Address Type
A high-level address classification that identifies addresses associated with a Material Issue.
Examples include Ship To Address, Bill To Address, and Ship Notification Address.
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Adjusted
In the Enterprise Planning and Simulation forecasting process, in addition to versions of the
statistical forecast, there is an adjusted version of the forecast. Managers create this version
by reviewing the forecasts and entering adjustments that cannot be inferred statistically. For
example, there may be a promotional campaign next quarter that is expected to boost volume
for certain products over several weeks.
Adjusted Demand
In PeopleSoft Demand Planning, an Array of demand after adjustments have been made to
the actual demand values. The adjusted figures may include both manual and systemgenerated changes, such as demand filtering and depromotion. The system uses adjusted
demand rather than actual demand in the Forecasting Reset process and in the recalculation of
model components during period-end processing.
Adjusted Forecast
In PeopleSoft Demand Planning, a Statistical Forecast that has been adjusted using
management overrides, proration, or summarization.
Adjustment
See Bill Adjustment or Inventory Adjustment.
Adjustment Voucher
A PeopleSoft Payables voucher that enables you to apply an adjustment to an existing voucher
or to relate one voucher to another.
Advice
The Form that employees who choose direct payroll deposit receive in lieu of a check.
Affiliate
A control person of a corporation. Generally, an officer, director, or major shareholder that has
the ability to influence the corporate management decisions.
After-tax Deductions
Deductions that reduce net pay. These deductions are subtracted from gross pay after taxes
have been taken out. Also called “post-tax” deductions.
Agency
Any Department or independent establishment of the Federal Government, including a
government-owned or -controlled corporation, that has the authority to hire employees in the
competitive, excepted, and senior executive services.
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Aggregated
In Enterprise Planning and Simulation, each period the statistical forecast is calculated
automatically by the system. A forecast for each individual product can be computed using
history for that product. Then these forecasts can be aggregated (that is, summarized) into
forecasts for the product family.
Aggregate Reporting
The ability to report time as a collection or mass. In Time and Labor aggregate time reporting
features include the ability to report time in a lump sum, as a pattern, in a range of dates, or for
an entire crew.
Aging Data
Updating data from separate sources, and separate dates, to a common date using an
annualized factor.
Aging ID
A code representing rules for aging open items.
Alias
Any of several PeopleSoft Pension Administration utilities that look up or calculate employee
information.
Allocated
In Enterprise Planning and Simulation, the computed forecast and the summarized forecast are
two different versions of the statistical forecast. In addition, the forecast at the product family
level can be allocated down to the individual products. Usually this allocation is done in
proportion to the calculated product forecasts at that level. This version of the (statistical)
forecast is called the allocated or prorated statistical forecast.
Allocated Inventory
The inventory assigned to a specific stock request.
Allocation Manager
Perform allocations using the Allocation Manager. Allocations enable you to distribute
revenue, expense, and statistical quantities across business units, departments, and so on. You
can allocate budget planning to detail levels so that you may perform detailed budgeting. The
type of allocation you select determines the output.
Allocation Manager Rules
In the PeopleSoft Enterprise Warehouse, Allocation Manager rules allow you to specify the
basis as well as the target tables for moving, aggregating, or multidimensionalizing your
output. Rules use Allocation Manager methods to enrich the PeopleSoft Enterprise Warehouse
data. See Allocation Manager Methods.
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Allocation Manager Methods
There are several methods: Arithmetic Operation, Prorata, and Spread Even. Each method
enables you to move and/or enrich output.
Allocations
A process of distributing budget amounts to and from other Budget Centers. Budget amounts
are allocated to cover, or offset, the costs in one Budget Center by charging them to another
Budget Center. An allocation is also the budget amount that is distributed to or from a Budget
Center. A budget amount that is charged to another Budget Center appears as a negative
amount. This same budget amount appears as a positive amount in the other Budget Center
receiving the allocation. PeopleSoft Budgeting-specific.
Allotment
This is a voluntary deduction from pay. Employees may elect up to two allotments from pay,
transmitted to a financial institution to the employee's checking or savings account.
ALM (Asset Liability Management)
See PeopleSoft Asset Liability Management.
Allowances
The amount owed to an employee in addition to base salary and which is not defined as part of
gross salary. For example, vacation can be considered an allowance. PeopleSoft Budgetingspecific.
Alternate Account
A feature in PeopleSoft General Ledger that enables you to create a statutroy chart of accounts
and enter statutory account transactions at the detail transaction level as required for recording
and reporting by some national governments.
Alternate BOM
Identifies the multiple ways in which an item can be produced. The primary production BOM
is designated as BOM code 1. By using BOM codes, you can associate up to 98 other
alternate BOMs with the item.
Alternate Routing
A routing, usually less preferred than the primary routing, but resulting in an identical item.
You can specify up to 98 alternate routings for production routing types by entering additional
Routing Codes (greater than 1) for the same routing type.
Alternative Minimum Tax (AMT)
AMT is calculated by adjusting the taxpayer's regular taxable income with a number of tax
preference items and adjustments. Tax preference items are positive items increasing
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Alternative Minimum Taxable Income (AMTI) and are excluded from regular taxable income.
Tax preference items include gain from the exercise of incentive stock options.
Amount Type
In PeopleSoft Workforce Analytics, the Amount Type specifies whether a benefits
compensation amount is a value or expense, to the employee or the employer.
Analysis Base
Defined static, historical data used both to seed and compare against proposed budgets.
Analysis Group
A grouping of analysis types. Analysis groups can be used for project analysis and grouping
or for mapping analysis types.
Analysis Template
A set of pre-defined reports that you can view and publish online. These templates access data
in the Enterprise Warehouse tables, and organize it by function, role and industry. The
templates allow you to pivot, sort, rank, drill and chart the data, for your analysis needs.
Analysis Type
A 3-character, user-definable identifier that enables you to label the different types of costs.
For example, you might want to track budgeted costs (BUD), committed costs (COM), and
actual costs (ACT).
Analytical Applications
See PeopleSoft Analytic Applications.
Analytic Forecasting
Analytic Forecasting is the part of the Planning and Simulation feature that creates forecasts
for your business requirements.
Annual Amount
In PeopleSoft Workforce Analytics, Annual Amount is an employee-level compensation
amount, totaling the calculations for a full fiscal year’s worth of accounting periods, in a
compensation scenario.
Annual Declaration Report
The French Annual Declaration report is a payroll report which checks establishment profiles
to see whether an establishment has to produce the report, and then calculates the amount of
all the social security contributions for this establishment.
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Annual Leave
Annual leave is absence from work with pay and must be approved by the employee's
supervisor in advance. This type of leave (Plan Type 51) is accrued based on years of service:
Full-time Permanent/Full-time Seasonal employees ...0-3 years - 4 hours per biweekly pay
period; 3-15 years - 6 hours per biweekly pay period (plus an additional 4 hours in the final
pay period of the leave year); and 15+ years - 8 hours per biweekly pay period. Part-time
Permanent/Part-time Seasonal employees...0-3 years - 1 hour for every 20 hours worked; 3-15
years - 1 hour for every 13 hours worked; 15+ years - 1 hour for every 10 hours worked.
Generally, there is a leave year ceiling of 240 hours on accrual; amounts accrued in excess of
the ceiling and not used prior to leave year-end are forfeited.
Annual Shareholders Meeting
A meeting of corporation’s directors, officers, and shareholders held for the purpose of
communicating the operating and financial results for the prior year, the prospects for the
future and major decisions of management.
Annual Workforce Survey by Nationality and Professional Category (Enquête sur
l’activité et les conditions d’emploi de la main d’oeuvre)
In France, companies are required to submit the Annual Workforce Survey by Nationality and
Professional Category to the Ministry of Labor. This report provides an analysis of the
company’s foreign workforce, which includes any employee who does not have French
citizenship.
Annualized Tax Method
A payroll tax calculation method that divides the tax on an annualized amount by the number
of pay periods in the year to find withholding for a given pay period, based on the number of
withholding allowances. Annualized is the most common tax method.
Annuitant Amount
The gross monthly annuity a federally retired employee receives.
Annuitant CSA Number
A unique number assigned by OPM for a retired employee.
Annuitant Indicator
A code used to indicate the status of an annuitant appointed to a position in the Federal
civilian service. Text for the codes is as follows:
1. Reemployed annuitant - Civil Service/FERS
2. Retired military officer receiving pay
3. Retired military non-officer (enlisted) receiving pay
4. Retired military officer receiving pay and a reemployed annuitant - Civil Service
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5. Retired military non-officer (enlisted) receiving pay and a reemployed annuitant - Civil
Service
6. Not applicable (none of the above)
Annuitant Indicator (cont)
A.
Reemployed Annuitant – FERS
B.
Former Annuitant - FERS
C.
Retired Officer/Reemployed Annuitant - FERS
D.
Retired Officer/Former Annuitant - FERS
E.
Retired Enlisted/Reemployed Annuitant - FERS
F.
Retired Enlisted/Former Annuitant - FERS
Annuity
A series of periodic payments made to an individual. Under a pension plan, these payments
are generally made monthly.
Anti-Dilutive
Typically, options or shares where the price is greater than the current fair market value of the
security.
APE (Activité Principale Exercée) Codes
APE codes classify the type of industry or activity your French company is in, such as
software, banking or insurance. The APE codes are a normalized set of codes that are
required by law and are used in regulatory reporting.
API
An Application Programming Interface (API) is the technology that a software product
supplies so you can control it or communicate with it from another application. PeopleSoft
APIs enable the user to perform desired actions upon PeopleSoft data without having to know
the internal logic or rules of the program.
Applicant Hire Process
The procedure of hiring an applicant who has been tracked and administered in the
Recruitment pages. Once you assign an Employee ID, the system uses recruitment data to
populate the fields in the Personal Data pages.
Application agent
An application agent is an online agent that is loaded into memory with a PeopleSoft page. It
detects when a business rule has been triggered and determines the appropriate action.
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Application Designer
The integrated development environment used to develop PeopleSoft applications.
Application Engine
PeopleTools batch processes consisting of a set of defined SQL statements. Application
Engine processes is more efficient than COBOL or SQR, since they operate within the
database system, and don’t rely on external processing.
Application Journal Template
A set of rules and default values to control the creation of journals from accounting entries.
Application Processor
The Application Processor is the PeopleTools runtime engine that controls processing of the
application from the time the user requests a panel group from an application menu through
the time that the database is updated and processing of the panel group is complete.
Application Server
The application server is the centerpiece of PeopleSoft's three-tier architecture. It utilizes
Tuxedo, BEA Systems' transaction monitor, to manage client transactions and provide the
business rules and workflow capabilities of PeopleSoft's enterprise applications.
Application Server Domain
The collection of server processes and associated resource managers defined by a single
PSTUXCFG configuration file. Each application server domain is configured to connect to a
single database. Multiple application server domains can exist on the same server machine.
Appointing Authority
The basis that authorized the appointing officer to effect personnel actions on an employee.
Appointing Officer
Denotes if the employee has appointment authority based on laws and regulations.
Approve Time
The Time and Labor feature that approves all employee daily time before it can be sent to
payroll for processing. You can approve time by group or by individual employee. You can
also unapprove previously approved time.
Approving Official
Individual with the delegated authority responsible for signing the action(s) taken on an
employee.
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Array
An ordered grouping of data by period and year. PeopleSoft Demand Planning uses arrays in
forecasting demand.
Array
Element which enables you to extract information based on a column value. One way of
thinking of an array is that it is a SQL statement that retrieves data from an existing table.
Array Dimension
Determines which inventory-stocking possibilities are included in a Cube View. This
standard one-level dimension consists of the key fields that include, for example, order
quantity, safety stock, and turn rate.
Arrears Balance
An amount owed to either the employer or employee, usually the result of a deduction not
fully taken.
Ask Price
The price at which someone who owns a security offers to sell it; also known as the asked
price.
As-of-Dated
Refers to a snapshot of the data at a given point in time.
Asset Assignment
A streamlined means of associating project costs to assets or asset profiles within PeopleSoft
Projects.
Asset Budgeting
Budget for planned asset acquisitions and the associated depreciation expense that can be
associated with a Capital Acquisition Plan (CAP).
Asset Catalog
A list of asset profiles which includes information about that asset type, including Cost, Life,
Salvage Value, Depreciation Method, Currency Code, and Asset and Depreciation Account.
Asset Category
A standard group of assets. Typical asset categories include Furniture and Fixtures,
Machinery and Equipment, Land, Buildings, Leasehold Improvements, and the like. These
generally correspond to General Ledger asset accounts. Assets in one category usually share
some depreciation characteristics, such as estimated service life and depreciation limits.
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Asset Class
An asset group used for reporting purposes. It can be used in conjunction with Category to
refine asset classification.
Asset Liability Management
See PeopleSoft Asset Liability Management.
Asset Life
The number of years an asset will depreciate, after which time it might be kept or sold for its
Salvage Value. Also see Useful Life.
Asset Profile
A template that contains standard depreciation criteria for an asset type and its corresponding
asset books. You can use the information in asset profiles as default values when adding
assets.
Assignment of Life Insurance
Effective 10/3/94, Federal employees can assign their Basic, Option A and Option B insurance
to another person(s), firm(s), or trust(s); Option C is excluded. The assignment of benefits
transfers ownership of the FEGLI coverage to the assignee(s). The insured no longer has
control over his/her insurance coverage and can no longer designate beneficiaries.
Assignment is irrevocable. Either all or none of the insurance can be assigned. Assignment
does not have to be to the same person or firm. Assignments must be made in percentages of
total insurance versus an assignment of Basic Insurance to one person and Option A to
another. Additionally, terminally ill employees can assign their insurance to a Viatical
Settlement Firm in exchange for cash (approx. 60% - 85% of the face value of the coverage).
Life Expectancy is usually 24 months or less for a Viatical Settlement Agreement.
Assignment Type
This defines the behavior of the object, (resource, activity, or cost object) within PeopleSoft
Activity-Based Management. If the object is identified as a source then costs may be
allocated from that object to another object, which must be identified as a target. If an object
ID is identified as a target it may be allocated costs from another object ID but may not
allocate costs. An object ID can be both a source and a target, thereby having the functionality
of each.
Associated Primary BOM
With multiple outputs, it’s possible that a given co-product can be created in more than one
way – in other words, an item is a co-product on more than one items’ primary BOM. By
assigning an associated primary BOM to a co-product, you are telling the system which BOM
to use in exploding the co-product to the next level.
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AT Section
In France, this stands for Section Accident du Travail, or Work Accident Section. It is
information needed to identify the establishment risk code for insurance purposes.
ATP Reserved Order
An order that has been promised against future supply. The user has an obligation to the
customer to fulfill the order quantity by a certain date. ATP-reserved orders are also referred
to as promised orders.
Attendance
A component of time reporting application whose purpose is to apply business rules related to
Benefit Entitlement and Administration and Organizational Administration to time reported as
worked or not worked, and to satisfy a variety of reporting needs.
Attendance Reporting
A Time and Labor report that indicates an employee’s attendance record. It includes sick
leave, vacation time, and other leaves taken.
Attribute
An attribute is an element within a dimension. For example, the element “Store” is an
attribute of the dimension “Geography” for the retail industry. An attribute is also a column
heading on an analysis and reporting template.
Audit Trail
See Drill-Back Calculation.
Auditor
Person designated to review expense sheets and cash advances before payment.
Automatic Revision Incrementing (Auto Rev)
The ability to automatically set up revision control and generate revisions for revisioncontrolled items at the business unit level. This includes setting up a revision scheme or a
predetermined, ordered list of revision names.
Automatic Spouse Benefit
A joint and survivor pension benefit provided without any actuarial reduction to a pension
benefit. The automatic benefit is a n% joint and survivor; the employee is still entitled to
choose any optional form of payment and any beneficiary for the remainder of the benefit.
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Availability Date
The date a lot becomes acceptable for fulfillment in PeopleSoft Inventory or for consumption
in PeopleSoft Production Management. (Availability Date = Creation Date + Availability
Lead Time)
Available to Promise (ATP)
The projected supply of a product less the actual demand, which informs the sales and
marketing department of the products that can still be sold without modifying the master
schedule. ATP isn’t cumulative – it’s calculated for each period.
Average Daily Balancing
A feature in PeopleSoft General Ledger that enables you to target the ChartFields on which
you base average balance calculations, summarize amounts for selected ChartField values
according to your reporting requirements, and define the periods for these calculations.
Used by the financial analytic applications in Enterprise Performance Management. For a
reporting period (usually monthly) this refers to the average daily balance of an account as
opposed to the month-end-balance, which is the balance as of the last day of the month.
Average Daily Balance Ledger (ADB_Ledger)
In the PeopleSoft Enterprise Warehouse, the Average Daily Balance Ledger table
(PF_ADB_LEDGER_F00) is similar to the functionality of the PF Ledger table
(PF_LEDGER_F00), in that it too supports reporting. However, the Average Daily Balance
Ledger is used for average daily balances. It is a table that is used mostly for processes
associated with the financial services industry.
Average Inventory
In PeopleSoft Inventory Planning, one half of the average lot size plus the safety stock when
demand and lot sizes are expected to be relatively uniform over time. When demand and lot
sizes are not uniform, the stock level versus time can be charted to determine the average.
Average Price
The average price derived from either the bid and ask prices (for bid/ask/average) or from the
high and low prices (for high/low/average).
Average Static Calc Flag
In PeopleSoft Inventory Planning, a method used with static policies. The average method
sets the static policy equal to the weighted-average, time-phased policy over the next
argument periods.
Award
A special payment to an employee for certain prescribed kinds of activities or
accomplishments.
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B
Back Pay Interest
Under certain circumstances, an employee can be eligible to receive additional pay relative to
a delayed receipt in salary caused by administrative error in processing a personnel action.
The U.S. Office of Personnel Management has established guidelines for Federal agencies on
when and how to make these calculations.
Background Process
Any task or process that is grouped with another and runs in the background. Background
processes are usually scheduled to run on a regular basis. All background processes are
executed through process-specific COBOL programs run outside the Windows environment.
Backlog Reason Code
An identifier indicating the reason an item could not be shipped. Example codes might
include out of stock, discontinued, or seasonal.
BAD Forecast Ratio
In PeopleSoft Demand Planning,the maximum acceptable value of the ratio of the and the base
component (Standard Deviation/Base Component). When this value is exceeded, the system
automatically resets forecast model parameters. The higher the value, the less likely it is that
the system will reset the parameters. In most organizations, a BAD ratio of 1.00 or lower is
appropriate for most items.
Balance Segmentation
Balance Segmentation is used in Funds Transfer Pricing to divide balances in deposit accounts
between core (stable) and non-core (volatile) segments. Core funds represent the minimum
balances that are retained on a long-term basis, building a relatively reliable source of funding
to the bank. Non-core funds are temporary in nature due to their volatility caused by customer
preferences for liquidity, and cannot be utilized on a long-term basis.
Balance Type
Balance Type is a lookup code used to define the type of instrument balances that will be
stored in the PeopleSoft Enterprise Warehouse and processed by the analytic applications.
Examples of different Balance are Current Balance, Average Daily Balance, Period Ending
Balance, or Commitment Balance.
Balanced Scorecard
See PeopleSoft Balanced Scorecard.
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BAM
Business Analysis Model. XXX I think this term is incorrect because we use BAM to refer to
the application. If we were referring to the business analysis model, we would say BAM
model (that is, Business Analysis Modeler model.)
BAM Model
The BAM database published from the template. The model contains both the data and
analytic structure used in the application. The BAM database is physically separate from the
Enterprise Warehouse database. Data is sent to the model through migration processes.
BAM Template
A file created using BAM design tools, representing the model prior to its creation as a
database. This file has an extension of .MDL. This file is published to a BAM database once
the model design process is complete. Each application using BAM will deliver templates
which the customer will review and publish to a database in their environment.
Bank Identification Number (BIN)
In PeopleSoft Payables, a part of the bank information that identifies business unit banks.
Base Budget
The initial budget defined by the Budget Coordinator. The base budget is distributed as a
starting point for Budget to review and edit. The base budget can be zero-based or
incremental.
Base Compensation
In PeopleSoft Workforce Analytics, Cash Compensation that is typically categorized as fixed.
It includes base pay and shift differentials as well as associated merit, equity, and step
increases.
Base Currency
Base Currency is used to consolidate and report financial results of a multinational company.
When a company transacts its business operations in different transaction currencies, those
currencies are translated to the base currency for reporting purposes.
Base Currency Equivalent (BCE) Amount
If the monetary amount is in a currency other than the base currency, either the ExtractTransform-Load (ETL) process or the Multi Currency Engine can be used to convert the
monetary amount to the Base Currency Equivalent (BCE) Amount.
Base Factor
In PeopleSoft Demand Planning, an element of a smoothing constant simulation set that
controls base component smoothing in the Model Reset Simulation process.
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Base Metric
Metric found on a fact table. A base metric usually contains an aggregate operator, for
example “sum” or “count”.
Base Pay
A pay component included in the job comp (job compensation rate) calculation. It is pay for a
regularly assigned workweek. For example, you can set up a regular hourly rate plus a shift
rate, a union-negotiated rate for hazardous work, and so on.
Base Pay Structure
A PeopleSoft Workforce Rewards module you use to create or revise pay structures, and to
assess the cost and impact of implementing new structures.
Base Time Zone
Customer defined time zone used for converting reported time to a common time zone for ease
of applying rules (see Time Administration).
Batch
Batch systems are used when realtime updates are not needed. Batch-oriented data collection
applications, developed in-house or by a third-party vendor, produce transactions that are
collected in an ASCII text file. The text file is fed to a PeopleSoft SQR program that loads the
transactions into the database.
Batch Processes
Any of the background programs in the client/server environment of PeopleSoft applications.
Batch processes perform operations—such as pay confirmation, deduction calculation, and so
forth—on groups of records, and are usually scheduled to run on a regular basis. You run
these processes from the Process Scheduler, and they are executed through process-specific
COBOL programs.
Before-Tax Deduction
Deduction that reduces net pay and FWT taxable gross, applied prior to the calculation of
federal and state/provincial withholding taxes. Also called “pre-tax” deductions.
Begin Calc Date
The date on which PeopleSoft Asset Management begins to deduct from an asset's life.
Begin Depr Date
The date on which PeopleSoft Asset Management begins to calculate depreciation for an asset.
Begin Depr Date is calculated using In-Service Date and Prorate convention.
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Benchmark Job
In PeopleSoft Workforce Analytics, this refers to a Job Code for which there is corresponding
salary survey data from published, third party sources. Jobs for which there is no
corresponding salary survey data are referred to as non-benchmark jobs.
Benefit Commencement Date (BCD)
The date on which a pension payee elects to begin receiving payments.
Benefit Deduction
Any amount taken from an employee’s pay check to offset all or part of the cost of the
employee's benefits.
Benefit Eligibility
The PeopleSoft Pension Administration function that determines if an employee is eligible for
retirement or ancillary benefits. A plan may have several retirement types—normal, early,
late, death, and disability—each with its own eligibility criteria.
Benefit Entitlement
Any rules governing the circumstances under which employees are entitled to receive certain
benefits. Typically, entitlement to benefits is based on type of employee (for example, full
time, part time, occasional), length of employment, and specific rules which apply thereto, i.
e., work group affiliation, and compensation base. Other criteria may also apply, such as
reasons-for-claiming or job performance.
Benefit Formula
The formula that determines a participant’s pension benefit in a defined benefit plan, as well
as the PeopleSoft Pension Administration function that calculates the benefit.
Benefit Group
Part of a group of defaults assigned to job codes. Benefit group may include medical, dental,
and health benefits dependent on individual company parameters.
Benefit Plan
A specific benefit within a plan type. For example, your company’s life plan type might
include benefit plans of one times salary, two times salary, and three times salary.
Benefit Plan Type
Any category of benefit, such as health, life, or savings.
Benefit Program
A set of benefits and deductions valid for an employee or group of employees. A single
company may have any number of programs. An individual employee may belong to only
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one program; the deductions and benefits contained in that program are the only valid
deductions and benefits for that employee.
Benefit Tables
Any of the tables that contain employee benefits information. These are often relevant to
payroll processing.
Benefits Base
The salary used for benefit calculations. The benefits base will be either the employee Annual
Rate or Annual Benefits Base Rate.
Benefits Compensation
In PeopleSoft Workforce Analytics, Benefits Compensation is value associated with
employment benefits. It can include benefits types for Health and Welfare (Medical, Life
Insurance), Retirement (annuities, savings plans, pensions), and Paid Time Off (Vacation
Leave, Sick Leave). Benefits compensation is sometimes fixed, and sometimes variable,
depending upon the benefit type.
Betriebszählung (Company Statistics Report)
Also called the OFIAMT report. This report provides statistics required by the Swiss Federal
Department of Statistics (BFS).
Bias Signal Limit
In PeopleSoft Demand Planning, a number between one and six that indicates how many
Forecast Period to test for bias. If the bias test is violated, the system records a Tracking
Signals error in the period up to the number of periods determined by the bias signal limit.
Bias Test
In PeopleSoft Demand Planning, a forecasting test that sets the limit for tripping a Tracking
Signals. The lower the value, the more likely it is that a tracking signal is set.
Bid Price
The price a prospective buyer is prepared to pay at a particular time for trading a unit of a
given security.
BIF file
This is the bulk insert file (input.bif) used with the Verity search engine to specify the
documents to be submitted to a collection (search index). It contains a unique key, document
size (in bytes), field names and values, and document location in the file system.
Bilan Social Report
See Employee Survey Report.
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Bill
In PeopleSoft Billing, any group of bill lines.
Bill Adjustment
The process of making credit or credit and rebill adjustments to an invoiced billing activity.
Bill By Identifier
The Bill By Identifier is used to define how billing activity is grouped when added to a bill
through the billing interface or the Populate Billing process.
Bill Header
The record containing information that pertains to the bill as a whole. Each bill has a unique
bill header that identifies it within the system.
Bill Inquiry Phone
Bill Inquiry Phone is the number printed on your invoices for your customers to call if they
have any questions about their bill.
Bill Line
The basic unit of billing activity representing a billable charge, including the charge identifier,
quantity, price, and any other information regarding an individual transaction. Every bill line
is related to a bill header that may have one or more bill lines related to it.
Bill Search
A method of finding a bill or bill line when you don't have enough information to call up the
bill directly. Customer Bill Search enables you to locate a bill by Customer Name. You can
also choose other parameters to limit your search. With Bill Line Search you first search for a
particular bill and then a line on that bill. Parameters for bill line search include Reference,
Date, and Amount.
Bill Source
The point where billing activity originates. Bill sources may be external to the system
(imported through the billing interface) or entered directly online. Examples of bill sources
include order management, project costing, and contract administration.
Bill To Customer
A customer who receives an invoice.
Bill Type
A category of billing activity variety. Examples of Bill Types include standard and custom
order activities.
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Bill Update
The process that adjusts bills that have either been entered manually or generated within the
system.
Billable Indicator
A status flag that identifies an item as eligible for billing to a customer.
Billback Discount (BB)
A per unit discount which typically requires a customer to perform one or more merchandising
activities to receive the discount. A BB discount is not deducted from the customer invoice,
but once the customer performs the merchandising activity, a sales representative or broker
can approve payment for the discount amount. Billback discounts can originate from a
National Allowance or Customer Promotion, and are passed to PeopleSoft Order Management
for informational purposes only. Billback discounts are recognized as a liability when the
product is shipped.
Billing Location
A number identifying a customer address. Each customer may have multiple locations, but
must have one Primary Location at which you contact them.
Blackout Period
The period of time, determined by the company, which prohibits certain activity in the
company stock. Blackout Periods can affect the trading of some key individuals or can be
placed on the entire company.
Bonus Tax Method
Annualizes your year-to-date earnings by multiplying them by the number of pay periods in
the year. This method is used for Canadian tax processing.
Book
In PeopleSoft Asset Management, a data location storing financial information—like cost,
depreciation attributes, and retirement information—on assets.
Borrow/Loan
The temporary reassignment of an employee to other task reporting or compensation
requirements to allow the business to meet unexpected, short-term, fluctuations in staffing or
work load. Typically, this kind of reassignment is done informally at a local level, where HR
isn’t involved and a new job record isn’t created. Companies may have specific rules about
how long an employee may be borrowed/loaned, how and where productive, non-productive,
and compensated absence time will be charged, and what business rules to apply to the
borrowed employee’s time for the purpose of compensation and benefit entitlement and
administration. See also Casual work Assignment.
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Bracket
Brackets are a way to look up and retrieve database table values. After you've defined a table,
the system finds a corresponding row on that table and returns the value of the bracket. The
result is then available for use in other items such as formulas.
Branch
A tree node that rolls up to nodes above it in the hierarchy, as defined in the Tree Manager.
Branch Of Military Service
Identifies, if any, military service in which the employee served.
Breadcrumbs
Breadcrumbs show the navigation path to the current web page location. As you drill down
through the different levels of the registry, a “breadcumb trail” appears that shows the path
you’ve selected. Each registry level is separated by an angled brace (>), and you can select
any level to navigate directly back to that level.
A typical Breadcrumb would look like this:
Home > HR > Administer Workforce > Benefits
Break Funding
Charges assessed for mortgages that are paid off before maturity. In the Funds Transfer
Pricing (FTP) application, Break Funding charges are factored into the transfer price for a loan
that may be prepaid.
Break in Service
A period of time for which an employee does not meet stated service requirements.
Break Price
The price used to determine which options are eligible for repricing. For example, if the break
price is $36, then all outstanding option with a grant price of $36 and greater are eligible for
repricing.
Break Punch
An in/out punch of when a time reporter takes a break.
Brokers
Individuals or organizations who buy and sell securities. Often they are account executives
who work for firms registered with the Stock Exchanges and the SEC. Unlike Transfer
Agents, (who are not responsible for sales) Brokers do not maintain records on all your
company’s certificates. They maintain only sales records and stocks for their clients.
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BSC (Balanced Scorecard)
See PeopleSoft Balanced Scorecard.
Budget Activity
A type of activity peformed using PeopleSoft Budget Planning. Budget activities include Line
Item Budgeting, Line Item Mass Adjustments, Budget Allocations, and Position Budgeting.
PeopleSoft Budget Planing-specific.
Budget Amount Ledger
Stores budget amounts and is updated by posting budget entries, transfers, and adjustments.
Budget Analyst
A role within PeopleSoft Budgeting. Budget Analysts are typically people within an
organization responsible for reviewing and analyzing a prepared budget before submitting it to
the Budget Coordinator. PeopleSoft Budgeting-specific.
Budgetary Account Only
An account used by the system only and not by users; this type of account will not accept
transactions. You can only budget with this account. Formerly called “system-maintained
account.”
Budget Category
A set of related expenses that are accumulated for proposal budgets and reporting to a sponsor.
The estimated cost for a set or class of accounts.
Budget Category
Numeric/alpha identification given to each category of positions.
Budget Center
In PeopleSoft Budgets, any entity responsible for producing or reviewing budget data. For
example, a Budget Center might be the individual departments responsible for producing
budgets.
Budget Center Dimension
In PeopleSoft Budgets, the dimension by which you distribute budget data. If you budget by
department, your department dimension will be your Budget Center Dimension. You’ll assign
Budgets Users to the nodes and detail values on the tree you use to build your Budgets Center
Dimension.
Budget Check
In commitment control, the processing of source transactions against control budget ledgers,
to see if they pass, fail, or pass with a warning.
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Budget Check Override
Selective suspension of Budget Processing. With this feature you can override the controlled
budget for a transaction that failed budget checking due to insufficient funds; or override the
tolerance limits for a transaction rejected due to exceeded tolerance limits. When you push
the Override button, the system flags the transaction to allow the Budget Processor to process
successfully regardless of available funding. You can cancel the override any time before the
Budget Processor is run by clicking the Cancel Override button.
Budget Control
In commitment control, it ensures that commitments and expenditures don’t exceed budgets.
It enables you to track transactions against corresponding budgets and abort a document’s
cycle if the defined budget conditions are not met. For example, you can prevent a purchase
order from being dispatched to a vendor if there are insufficient funds in the related budget to
support it.
Budget Coordinator
A role within PeopleSoft Budgeting. Budget coordinators are responsible for monitoring the
budget process. The Budget Coordinator is typically located within an organization’s central
budget office and builds the budgeting model. PeopleSoft Budgeting-specific.
Budget Detail
A level of itemization that when combined makes up a major budget category.
Budgeted Rates
In PeopleSoft Activity-Based Management, the rate your organization uses based on the
budget.
Budget Error Exception
A transaction that fails budget checking, causing an Error or Warning to be issued. See Error
Exception and Warning Exception.
Budgeting Functions
PeopleSoft Budgeting’s six main action categories, including: system administration,
budgeting setup, budgeting preparation, budgeting analysis, data integration and my profile.
Your user role determines how many of these functions display and are available.
Budgeting Model
The framework for an organization’s budget development process. Business unit defines a
Budgeting Model. The Budget Coordinator typically defines the model and includes the time
period of a budget cycle, time period for phases within a budget cycle, the sources of data that
will be available to budget users, the methods that will apply to line-item budgets, and other
budget options and control parameters. PeopleSoft Budgeting-specific.
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Budgeting Type
Associated with the budget ledger type set definition, a budget type is an indication of whether
the organization uses a standard budget ledger, project budget ledger, or controlled budget
ledger for budgeting.
Budget Justification
Written explanation further defining the what and why of a budget category.
Budget Period
The period in which you define plans to meet your organizations training requirements.
The interval of time (such as 12 months or 4 quarters) into which a period is divided for
budgetary, and reporting purposes. The ChartField allows maximum flexibility to define
operational accounting time periods without restriction to only one calendar.
Budget Phase
In PeopleSoft Budgets, a span of time during which a budget or portion of a budget is to be
completed. You’ll filter dimensions, assign alternate Budgets Users, enable Position and
Asset budgeting, and specify Budgets User notification options at the Phase level.
Budget Plan
In PeopleSoft Workforce Rewards, when working with a Compensation Planning BAM
model. A budget plan is a rollup of like compensation rules. For example, for base pay rules
budget plans are a rollup of values for like Action Reasons. For variable pay rules budget
plans are a rollup of the values for like Variable Compensation Plan IDs.
Budget Preparer
A role within PeopleSoft Budgeting. Budget preparers are typically people within an
organization responsible for developing the detailed budget for a Budget Center and
submitting it to a Budget Reviewer or Analyst for review and approval. PeopleSoft
Budgeting-specific.
Budget Reviewer
A role within PeopleSoft Budgeting. Budget reviewers are typically people within an
organization responsible for reviewing and approving a prepared budget submitted by a
Budget Preparer. PeopleSoft Budgeting-specific.
Budget Seeding
Represents a new budget or forecast, such as historical data that is manipulated to develop a
more current representation for a proposed budget. Uses detail data as the budget seed or
basis to create the base budget that represent the level of detail in which budget numbers are
prepared.
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Budget Translation Trees
Trees translate (summarize) source transactions into the appropriate levels for processing
against control budgets. This is because you usually budget above the level of your source
transaction ChartFields on a tree.
Budget Type
Indicates whether a budget is for expenditures or revenues.
Budget Warning
See Warning Exception.
Budgets User
In PeopleSoft Budgets, any user who needs to gain access to the Budgets. You’ll designate
Budgets Users on the Budgets Users page through the Coordinate Budgets window. You’ll
also assign these users to the tree representing your Budget Center Dimension.
Budget View
A user-defined view where selected dimensions, columns and rows of data determine the
layout of line-item budgets affecting the view or entry of data.
Budget Year
The institutionally defined, consecutive, 12-month period to which a financial transaction or
summary applies.
Build Option
A detailed PeopleSoft Planning model that specifies a method of building an assembly item.
This model specifies the routing, resources, and materials that are necessary to produce the
item.
Built-in function
Prior to PeopleTools 8.0, there were only built-in functions, like FetchValue, ScrollSelect, etc.
A built-in function, in your code, is on a line by itself, and doesn't (generally) have any
dependencies. You don't have to instantiate anything before you can use a built-in.
Business Interlink Definition
A definition encapsulating an external Transaction or Query and providing a set of generically
typed input/outputs that can be assigned to PeopleCode variable or Record Fields at runtime.
A Business Interlink Definition is added to the Application Designer’s objects at the same
level as Fields, Records, Panels, etc.
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Business Interlink Design-Time Plug-in
An XML file that, when coded for an external system, encapsulate that external system and
provide a catalog of Transactions, Classes and Criteria specific and meaningful to that external
system.
Business Interlink Framework
The framework for integrating any external system with PeopleTools application objects. It is
composed of the following components:
1) An External System, 2) Generic definitions for a Transaction/Query command interfaces, 4)
Business Interlink Definitions, 4) Business Interlink Plug-in.
Business Interlink Object
An instantiation based on a Business Interlink Definition. Actual data can be added to the
inputs of the Business Interlink Objects once the appropriate bindings are provided. The
Business Interlink Object can be executed to perform the external service. Once a Business
Interlink Object is executed, the user of that object can retrieve the outputs of the external
service. The Business Interlink Objects use buffers to receive input and send output. When a
Business Interlink Object is executed, the transaction/query/class associated to the Business
Interlink Object will be executed once per each row of the input buffers corresponding to the
input Records. If there is only one row, after appropriate substitution by the driver, it is
executed only once.
Business Interlink Runtime Plug-in
A set of C++, Visual Basic, or other high-level language methods that, when coded for an
external system, encapsulate that external system and provide the execution methods to match
the Business Interlink Design-Time Plug-in. (The catalog of Transactions, Classes and Criteria
provided by the Design-Time Plug-in can also be provided by the Runtime Plug-in.)
Business Objects
A way of identifying those mass changes that have been designed to be referenced by a
flexible formula and provide them with a shorter name to simplify the creation of flexible
formulas.
Business Planning
The type of planning that focuses on elimination activities that are not needed by changing the
drivers.
Business Rules
Rules that can process information differently depending on the values of data in the
PeopleSoft Enterprise Warehouse.
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Business Unit
A corporation or a subset of a corporation that is independent with regard to one or more
operational or accounting functions. PeopleSoft General Ledger business units typically
comprise individual entities for accounting purposes.
Business units in PeopleSoft Projects represent operational structures but not necessarily
independent financial units.
PeopleSoft Payables business units are either Vouching (have payables accrued to them) or
Charge to (have voucher expense distributions charged to them), and pass journals to general
ledger units.
PeopleSoft Purchasing business units share vendor, purchase order, and receiving information
with PeopleSoft Payables units in the same SetID.
A PeopleSoft Inventory business unit is a storage facility that maintains its own replenishment
and costing methods, as well as its own definitions and guidelines.
The Manufacturing business unit must be identical to the Inventory business unit in order to
link the manufacturing and inventory processes.
The Order Management business unit controls certain order processing parameters (tax and
freight calculation methods, base currency, credit card hold options, and so on) for its
associated PeopleSoft eStore and Mobile Order Management merchant variants.
Business Unit Audit List
One or more business units specifically targeted for expense report and cash advance audits.
Buying Agreement
You can structure flexible and easy-to-use buying agreements for customers or groups of
customers. You can set up maximum amounts and specify the minimum dollar value per
order placed against it. You can automatically generate sales orders or create sales orders
online from buying agreements. Rebate and penalty calculations can be implemented for
buying agreements.
C
Cafeteria-Style Benefits
Any programs offering several benefit plans from which participants make elections.
Cafeteria-style benefits may or may not include flexible credits.
Calculation
In PeopleSoft Pension Administration, the determination of a participant’s pension benefit.
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Calculation Rule
Criteria for calculating benefits, including as-of dates for age, service, premium, and coverage
calculations; rounding rules; and minimum and maximum coverage amounts. Any number of
program and plan combinations can use a single set of calculation rules.
Calculation Rule [Global Payroll]
Any rule you develop using combinations of elements to command the system to perform a
type of calculation.
Calendar
In PeopleSoft Manufacturing, a list defining the days your enterprise is available and the hours
of operation for each day. The system first looks to see whether you are using a work center
specific calendar. If none is defined, it looks at the production calendar. If no production
calendar is defined, planning and scheduling functions base start and due dates on a five-day
workweek.
In PeopleSoft Demand Planning and Inventory Planning, a list defining the start and end dates
for each time-phased period. It also contains daily weights for distributing raw data into
different period buckets.
In PeopleSoft General Ledger, your accounting calendar defines the time periods to which you
post transactions for different ledger group and business unit combinations. You can have
multiple calendars, so you can keep a calendar for actuals, another for budget and forecast
activity, and still others for special reporting or transitional needs.
Calendar Group ID
Allows you to group together multiple Calendars that you want to run together at the same
time. It also controls the order in which the Calendars are processed. You can only group
calendars together that are for the same country (based on pay entity country).
Calendar Scope
A time period type (Day-Factored, Month-Factored, or Week-Factored) for use in building
your time period calendar.
Canada Academic Teaching Surveys
Statistics Canada requires that all Canadian universities (all degree granting institutions)
produce full-time and part-time Canada Academic Teaching Surveys. These reports are a
legislative requirement. PeopleSoft HRMS 8 provides you with the functionality to code
HRMS information using Statistics Canada codes and create both the full-time and part-time
Academic Teaching Surveys.
Canadian Industrial Sector
The Canadian industrial classification code with which employees are associated for Canadian
employment equity reporting purposes.
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Canadian National Occupational Classification (NOC) Codes
NOC codes are occupational classification codes for Canadian companies provided by the
government.
Canadian Standard Occupational Classification (SOC) Codes
SOC codes are occupational classification codes for Canadian companies provided by the
government.
Cancellation
A process that terminates stock fulfillment requests, allowing reserved and allocated items to
be returned to inventory.
Cancellation
In the context of an employee stock plan, a transaction (usually triggered by a specific event,
such as a termination of employment) in which outstanding securities are declared void and
inactive and returned to the pool of securities reserved for issuance under the plan or retired.
Candidate Keys
In PeopleSoft Demand Planning, elements of data that can be used to construct the Forecast
Item key field at different levels of the forecast.
Capacity Rate
A rate you assign to a capacity cost object. This enables you to track and report on excess
capacity.
Capacity Fence
A time fence that indicates that date and time after which PeopleSoft Enterprise Planning or
Production Planning solvers ignore capacity violations. The solvers do not use this date in
processing capacity violations.
Capacity Multipliers
A multiple used in PeopleSoft Enterprise Planning and Production Planning to determine the
available capacity on a resource. Since a capacity multiplier is effective-dated, you can use it
to vary the resource’s available capacity over time.
Capital Acquisition Plan (CAP)
A method of projecting and tracking capital expenditures for a project. Budgeted assets and
actual expenditures can be associated with a CAP Plan so the owner can track planned against
actual costs.
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Capital Gain
The difference between an asset’s purchase price and selling price, when the difference is
positive. Capital gains can be either short-term (where the capital asset was held for 12 months
or less) or long-term (where the capital asset was held for 12 months or more).
Capital Gains Tax
A tax on profits from appreciation in owned real property, recognized at the time the property
is sold; real property includes owned company shares.
Capitalization
The total types and amount of the outstanding securities that have been issued by a
corporation. Generally includes both equity and debt securities.
Capital Markets Instrument
In the financial services industry, Capital Market Instruments are assorted financial
instruments issued by organizations to raise capital for funding operations. Participants are
made up of interested parties that choose to supply or acquire the capital funding through such
vehicles. Derivatives, debt instruments, equities and foreign exchange instruments that are
traded in highly liquid markets represent the instruments. In the PeopleSoft financial analytic
applications, Capital Market securities refer to instruments that are bought/sold by the
institution for its own investment account. The capital markets set the product prices and
interest rates.
CAP Sequence Number
The number that distinguishes a small project belonging to a CAP plan. Budgeted assets can
be associated with an overall CAP Plan and a CAP Sequence, if that level of detailed tracking
is desired.
Carry-Forward
Residual contributions that remain in a stock purchase participant’s account after the purchase
of shares that are used toward future purchases.
Carrying Cost
In PeopleSoft Inventory Planning, a value that shows the cost associated with holding a dollar
of inventory for one year. The value is presented as a percentage.
Case Officer
In Germany employees in your company are designated as Case Officers, and have
responsibilities for handling health and safety incidents.
Cash Balance Accounts
The PeopleSoft Pension Administration function that tracks the activity in an employee’s
hypothetical account under a cash balance plan.
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Cash Balance Plan
A defined benefit plan designed to look like a defined contributory plan. The plan
periodically credits a percentage of pay to each employee's hypothetical account.
Cash Compensation
In PeopleSoft Workforce Analytics, Cash Compensation is a component of direct
compensation. Cash Compensation consists of direct cash payments made to an employee for
base compensation and short-term variable compensation.
Cash Exercise
At the time of exercise, the optionee is required to pay in cash the total option price plus any
withholding taxes due to the company.
Cash Flow Generator
This is a support module for the PeopleSoft financial services analytic applications. It
generates actual and projected cash flows for financial instruments by using output from the
other support modules, such as loan prepayment rates, deposit runoff rates, product pricing
indices, discount rates, and product definitions (such as start and end dates, balance amount,
interest rate, term, payment dates, repricing and compounding frequency, and accrual basis) to
generate the cash flows. The Financial Performance Measures module accesses the cash flow
results to calculate the required financial measures.
Casual Preparer
An additional user role at the lowest level of budget preparation for a budget center. This user
performs the same activities as the Budget Preparer role when access is granted. The system
does not, however, enable the Casual Preparer role to define their own private views for lineitem budgeting.
Casual Work Assignment
The temporary assignment of an employee to a work position or location to meet the needs of
the business. Typically, there is no Human Resource activity to support the work assignment
(that is, a new Job record is NOT created). Often compensation rules that accrue to the
temporary assignment override the compensation rules that apply to the employee's normal
work assignment. See also Borrow/Loan.
Catalog
The list of transactions, classes, and queries used to interface to the external system.
Integration users are presented with this list when they pick the type of Business Interlink
Plug-in they are going to use. There are four types of catalogs: transaction, class, operator, and
configuration parameter.
Catalog
A way of organizing your training courses into classifications for increased flexibility.
Catalogs consist of categories and subcategories.
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Category
Categories are the primary level of a two-tier structure of training courses. Categories can
consist of subcategories that provide further course definition.
Category Tree
A hierarchical structure that groups products by category to control how they are displayed in
PeopleSoft eStore web pages. Used also by Mobile Order Management to enable product
information to be accessed by a wireless device.
CBM
See PeopleSoft Customer Behavior Modeling.
Census Metropolitan Area (CMA) Code
In Canada this code is prescribed by the government and refers to the area of an urbanized
core with a population of at least 100,000.
Central Personnel Data File (CPDF)
Two types of reporting made by agencies to the OPM include the Dynamic and Status files
(quarterly and monthly, respectively) covering a range of employee personnel/payroll data.
Certain and Continuous Payment Option
A form of pension payment where the benefit is paid out for the lifetime of the participant
with a specified number of payments guaranteed so that a beneficiary will receive payments
until the end of the guarantee period if the employee dies before the guaranteed payments are
complete. For example, under a ten-year certain and continuous payment option, a retiree who
lives less than ten years receives payments until death, then the retiree's beneficiary continues
to receive payments for the remainder of the ten year period. A retiree who lives longer than
ten years continues receiving payments after the ten year period until death. Also knows as a
"Term Certain and Continuous" payment option.
Certain Only Payment Option
A form of pension payment where the benefit is paid out entirely over a specified period of
time—usually five, ten, or fifteen years—with no ongoing payments after the specified period.
If the retiree dies before payment period is over, the remaining payments are made to a
beneficiary. Also known as a "Term Certain" payment option.
Change To Lower Grade
•
For positions under the General Schedule or under the same wage grade schedule, a
change-to-lower grade changes the employee to a lower grade; and
•
When both the old and new positions are under the same type ungraded wage
schedule, or in different pay-method categories, a change-to-lower grade changes the
employee to a position with a lower rate of basic pay.
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Charge Out
A Material Issue used when the item is scheduled for future return.
ChartField
A field storing a chart of accounts, resources, and so on, depending on the PeopleSoft
application. ChartField values represent individual account numbers, department codes, and
so forth.
ChartField Balancing
PeopleSoft enables you to set up ChartFields and indicate that you want specific ChartFields
to match (balance) on the debit and the credit side of a transaction. When you work with
Controlled Budgets, the Fund and Budget Period are already set up in the system to balance (
match). For example, suppose you want to balance by Class and Program. You indicate that
these on a panel that these ChartFields are required, along with Fund and Budget Period which
should already be selected. When you enter a transaction, you must enter the same Class,
Program, Fund, and Budget Period ChartFields on both sides of the accounting entry. but you
can modify any ChartFields, other than these four, on the user-defined line. The system
always requires that total debits equal credits.
ChartField Combination Edit
Also called Combo Edit. The process of editing journal lines for valid ChartField
combinations based on user-defined rules.
ChartKey
One or more fields that uniquely identify each row in a table. Some tables contain only one
field as the key, while others require a combination.
ChartViews
Charts of data in the model, presented through the Worksheet which retains the ability to drag
dimensions on the chart as desired.
Check In/ Check Out
The process of retrieving planning activities from the BAM database (check out) and posting
changes and results back into the database (check in).
Child
A node or detail on a tree linked to another, higher-level node (referred to as the parent).
Child nodes—projects, customers, and so on—can be rolled up into the parent. A node can be
a child and a parent at the same time depending on its location within the tree.
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Child
A node or detail of a tree linked to another, higher-level node referred to as the parent. Child
nodes can be rolled up into their parent. A node can be a child and a parent at the same time
depending on its location within the tree.
Chunking
Chunking is a PeopleSoft Enterprise Warehouse mechanism that makes voluminous
processing easier through the use of multiple small parallel processes. By enabling chunking,
multiple jobs are spawned from one Jobstream. These jobs run in parallel (behind the scenes)
to process data efficiently.
Citizenship Code
Numeric indicator as to whether the employee is a U.S. citizen or a foreign national serving in
the U.S. The codes are:
•
citizen
•
other
Civil Service Retirement System (CSRS)
A retirement plan available to employees of the federal government. CSRS covers all
employees appointed to a position in the federal government before January 1, 1984.
Coverage includes a basic annuity plan with employee contributions and the Medicare
Hospital Insurance component (1.45%) of the Social Security tax.
Class catalog
Lists classes used to interface to an external system. A class contains data members of basic
types and/or objects that are typed after another class. A Class can also contain lists of basic
types or objects.
Class ChartField
A ChartField value that identifies a unique appropriation budget key when you combine it
with a Fund, DeptID, and Program Code as well as a Budget Period. Formerly called “subclassification.
Classification Code
Need App A code that categorizes an engineering change. Example classification codes
include the following: Mandatory, Optional, Upgrade, Quality, and Safety.
Clock Hour Reporting
Method of reporting time by recording actual times in and out (start and stop) (see Time
Reporting).
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Clone
To create a unique copy of an object. When used in PeopleCode, clone will always mean to
make a unique copy. Copy, on the other hand, may or may not mean making a unique copy.
Copy may mean making a new reference to an object, so if the underlying object is changed,
both the copy and the original change.
Cloning
The process that enables you to copy run controls to create employee schedules from existing
Run Control ID’s that have already been executed and saved.
Close Date
The date in which time entry is no longer allowed for a given pay period. Defined as an offset
number of days to the pay period end date.
Close Price
The price of the final trade for a security at the end of the trading day.
Closure Calendar
A calendar that establishes closure dates for shipping, receiving, and materials management
operations for a specific Business Unit. Typically, application processes account for these
closure dates when determining Lead Time and dates for anticipated fulfillment processing
dates (scheduled shipment dates, scheduled arrival dates, and lot retest dates, for example).
CMA (Census Metropolitan Area) Code
In PeopleSoft Workforce Analytics, the CMA code is prescribed by Statistics Canada, and
refers to the main labor market area of an urbanized core with a population of at least 100,000.
COBRA (Consolidated Omnibus Budget Reconciliation Act)
In PeopleSoft Workforce Analytics, this refers to legislation that requires employers to offer
continued health care coverage to employees, and their dependents, who lose benefits
coverage under certain defined conditions such as voluntary termination, divorce, becoming
an overage dependent, or retirement. Any individual, whether employee or dependent, that is
covered under a health plan at the time of a qualifying event, has the option to elect COBRA
coverage.
Codepage
One character set.
Collection
To make a set of documents available for searching in Verity, you must first create one or
more collections. A collection is set of directories and files that allow search application users
to use the Verity search engine to quickly find and display source documents matching various
search criteria. A collection is a set of statistics and pointers to the source documents, stored
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in a proprietary format on a file server. Since a collection can only store information for a
single locale, PeopleSoft maintains a set of collocations (one per language code) for each
search index object.
Combined Federal Campaign (CFC)
A vehicle used by federal employees to contribute to a charity or charities of their choice.
Commercial-Off-The-Shelf (COTS)
Equipment or software that is currently sold commercially to at least one customer.
Commission Tax Method
A payroll tax calculation method that adds year-to-date earnings to earnings for this pay
period and finds the annualized gross by multiplying by the number of pay periods in the year;
the gross is then divided by the number of tax periods specified on the paysheet. This method
is used for Canadian processing only.
Commitment Control
Commitment control includes budget control and commitment accounting functionality.
Common Shares Issued and Outstanding
Represents the residual ownership interests in the corporation. This is the composite number
of shares available and tradable on the open market.
Community Background
In the United Kingdom Community Background refers to the religious category, such as
Catholic or Protestant, of employees, job applicants or appointees. See the Northern Ireland
Report for more information.
Compa-Ratio
In PeopleSoft Workforce Analytics, Compa-Ratio is most commonly defined as the
relationship between current pay and the midpoint calculated as: (Incumbent
Pay/Midpoint)*100. Usually expressed in whole numbers, or in percentage form by dropping
the multiplication operation. Much less common is the use of a compa-ratio calculation as:
range midpoint/market rate.
Compensation Frequency
In PeopleSoft Workforce Analytics, this is the frequency at which a job is paid. This is the
value you use for reporting or quoting pay. Examples include Annually, Monthly and
Weekly.
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Compensation Planning
In PeopleSoft Workforce Analytics, this is the process through which employee compensation
plans are defined, and compensation budgets are allocated throughout an organization. Major
components of compensation planning include designing pay structures, setting individual pay
levels, and budgeting and forecasting compensation spending.
Compensation Rate
In PeopleSoft Workforce Analytics, this is the compensation rate for a job. This is the rate the
company uses for quoting and reporting pay.
Comp time (compensatory time)
A PeopleSoft Time and Labor-managed employee benefit where time off is granted in
exchange for time worked based on customer-defined criteria; is associated with an expiration
and is used as reported time (see Attendance).
Compensation
The process by which a worker is remunerated for services rendered to, or work performed on
behalf of a business entity.
Compensation Package
All of the base and non-base components on a job row.
Compensation Rules
Business methodology or logical process that is applied to reported time in order to determine
payable time (see Time Administration).Competency
In PeopleSoft Workforce Analytics, Competency is a knowledge, ability, skill,
accomplishment, or National Vocational Qualification (NVQ).
Competency Inventory
All of the roles, tasks, competencies and accomplishments possessed by the workers in the
current workforce. This data is migrated from internal source systems into the data warehouse
tables of the PeopleSoft Enterprise Warehouse.
Competency Strategy
The type and number of roles, tasks, competencies and accomplishments essential to
accomplishing a business scenario based on your strategic business goals.
Competitive Appointment
An appointment to a position in the competitive service following open competitive
examination or under direct-hire authority. The competitive examination, that is open to all
applicants, may consist of a written test, an evaluation of an applicant's education and
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experience, and/or an evaluation of other attributes necessary for successful performance in
the position to be filled.
Competitive Service
All positions as defined by 5 USC 2102 in the executive branch of the Federal Government
are in the competitive service unless they are specifically excluded from it. Positions in the
legislative and judicial branches are outside of the competitive service unless they are
specifically included.
Compress
The act of placing a Planning task as early as possible in the schedule without violating any
constraints.
Compressed Split
In PeopleSoft Demand Planning, an optional function that allows a split database to be
compressed so it can be transferred to an account manager’s computer.
Concurrent Offerings
Multiple stock purchase offerings that are active and outstanding at the same time. The end
date is measured from the employee’s grant date.
Concurrent Processing
The situation in which you run multiple batch processes at a time. In PeopleSoft Benefits
Administration, for example, simultaneous open enrollment and event maintenance qualifies
as concurrent processing.
Configuration Code
A unique 50-character identification code that accurately tracks and costs inventory with the
PeopleSoft Product Configurator. It corresponds to a lot number for a non-configured item.
Configuration Costing
The overall process of reviewing and evaluating anticipated cost data for a configured item.
Configuration parameter catalog
Used to configure an external system with PeopleSoft. For example, it might set up
configuration and communication parameters for an external server.
Consolidate Assets
In PeopleSoft Asset Management, the process of consolidating multiple load lines, usually
coming from a separate application, into one asset.
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Consolidate Depreciation
In PeopleSoft Asset Management, the process of summing all open Add and Adj transactions
by transaction type, Transaction Date, and accounting date for all composite members
reporting to one composite asset.
Consolidated Bill
A grouping of bills gathered together for invoice presentation. The bills belonging to a
consolidated bill are invoiced and printed together, with a page summarizing the bills as a
group.
Consolidations
The PeopleSoft Pension Administration functions that accumulate hours, earnings, and
pension contributions based on payroll data.
Consolidations-Elimination Set
A related group of intercompany accounts that is processed during consolidations. Once
eliminated, this group of accounts should normally net to zero.
Constraint
A limit to a schedule, that, when violated, must be repaired to produce a valid schedule. Userconfigurable Planning constraints include Missed Request Dates, Missed Promise Dates, BI
Shortages, RM Shortages, Capacity Overloads, Missed Inventory Targets, Changeovers, and
Excess Inventory. See also Temporal Constraint.
Constraints
In the PeopleSoft Enterprise Warehouse, a constraint can consist of one or more filters and is
used to define complex business logic. Constraints are based on DataMaps.
Consumption Pattern
In PeopleSoft Activity-Based Management, an attribute used to describe how an activity
interacts with the cost objects to which it has been assigned. A unit type activity can expect to
be performed on a regular basis so that each time a product is produced. A batch type activity
may only be performed periodically for a given range of transactions. For example, each time
a machine is setup to produce another product type. Sustaining type activities generally occur
to support the overall operation of a company unrelated to products produced or customers
served.
Contact
A person associated with a Customer ID. Contacts can be internal contacts or external
contacts. Internal contacts are your employees who manage the relationship with your
customers, from handling billing inquiries to product/warranty questions, to basic
product/service questions. Interactions with customers can be recorded via PeopleSoft
Conversations. Self service interactions can be recorded through PeopleSoft Contact Us.
External contacts are your customer’s representatives who can access self-service transactions
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and receive documents such as sales order acknowledgements. Contacts must have a User ID
to access self-service transactions.
Contact Us
A method by which customers and unregistered guest users send email messages to specific
addresses or members of the merchant’s organization. Merchants can also define automatic
response messages.
Container
An Inventory stock unit for receiving, putaway, bin to bin transfers, picking, shipping,
adjustments, and physical accounting. Each container is associated with a unique container
ID.
Content Reference
Content references are pointers to some kind of content registered in the portal registry. These
are typically either URLs or iScripts. Content references fall into three broad categories:
target content, templates, and template pagelets.
Contextual reference
PeopleCode refers to a row or buffer field determined by the current context; that is, the
context in which the PeopleCode program is currently executing.
Contingent Beneficiary
In PeopleSoft Pension Administration, any non-spouse pension beneficiary, including a child,
other relative, or a trust. Spousal consent is required in order for an employee to name a
contingent beneficiary.
Contracting Officer (CO)
Individual who has the authority and the official responsibility to produce a sound acquisition
document.
Contracting Officer's Technical Representative (COTR)
Individual responsible for monitoring a contract and its associated tasks and deliverables.
Contractor
Any individual or non-employee reporting time that will not be paid through the payroll
system.
Contribution
Represents money a stock purchase participant elects to contribute to the plan. Contributions
are deducted from the participant’s paycheck and used to purchase stock pursuant to the
offering and purchase period they are enrolled.
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Contributory Plan
A Pension plan to which employees contribute. Contributions are typically a percentage of
pay deducted from the employees’ paychecks.
Control Budget
Commitment control enables you to establish budgets that provide extensive, active budgetary
controls over transactions, rather than just passively recording transactions.
Control ChartField
A control ChartField is a key ChartField that you designate to be the control field. Designating
a ChartField as the control allows you to set attributes for a specific value of the ChartField
that are different from the attributes specified for the budget type in general. For example, if
the tolerance for a Projects budget type is set to 10% in general, you can override this value,
making it higher or lower for specific projects.
Control Group
A mechanism to relate vouchers together for the purpose of controlling voucher input into
PeopleSoft Payables. Generally used for assigning vouchers to data entry personnel and for
reviewing input.
A set of parameters that determines the major forecast process options. The Control Group
code is assigned to a group of Forecast Item and controls the forecast development and
tracking for each item in the group.
Control groups are used by the Analytic Forecast Component to govern particular properties
of the forecast rule, such as what accuracy to expect and what statistical method to apply.
Forecast elements are assigned to exactly one control group. They manage differences among
forecasts within a set.
Control Hierarchy
The relationship between business units, origins, vendors, and control groups in PeopleSoft
Payables that defines which processing data will be automatically entered on each voucher.
Control Number
A sequential identifying number used to identify an exercise.
Control Plan
In PeopleSoft Quality, a plan that brings together application, measurement, and control and
response criteria for a specific product and process.
Conversation
Any notes, transcript, or detail of a telephone call between an employee and a customer.
Conversations may be tied to items, payments, purchase orders, document references, or bills
of lading.
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Conversion data profile
A conversion data profile takes the values from a particular PeopleSoft database table (such as
the table holding bank transaction codes) and specifies how that value appears in PeopleSoft
Business Documents.
Conversion data profile
A conversion data profile takes the values from a particular PeopleSoft database table (such as
the table holding bank transaction codes) and specifies how that value appears in PeopleSoft
Business Documents.
Conversion Loader
A sample SQR delivered with PeopleSoft Asset Management that transfers data from multiple
fixed-length ASCII files into sample, relational conversion tables.
Copy Bill
In PeopleSoft Billing, the online environment providing for the replication of a single bill,
generating a new bill with its own unique invoice number.
Core Functionality
Core functionality is the set of information in PeopleSoft HRMS that is common to your entire
global workforce tracking needs—and is always displayed on the primary page.
Core hours
The hours a workday, workweek or pay period in which a time reporter must be present for
work in a flexible work schedule (see Scheduling).
Corporate Account
In PeopleSoft applications, this is equivalent to the Account (ACCOUNT) ChartField. The
term is used to make a distinction between the chart of accounts typically used to record and
report financial information for management, stockholders, and the general public, as opposed
to a chart of statutory (Alternate ) accounts required by a regulatory authority for recording
and reporting financial information.
Corporate Reporting
Companies with more than $10 million in assets whose securities are held by more than 500
owners must file annual and other periodic reports. Publicly held companies are required to
file documents with the SEC which include:
•
Registration statements for newly-offered securities
•
Annual and quarterly filings (Forms 10-K and 10-Q)
•
Proxy materials sent to shareholders before an annual meeting
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Annual reports to shareholders
•
Documents concerning tender offers (a tender offer is an offer to buy a large number
of shares of a corporation, usually at a premium above the current market price)
•
Filings related to mergers and acquisitions
Corporate Repurchase
When a corporation elects to repurchase some of it’s own securities. This reduces the
Common Shares Issued and Outstanding. Typically, used to improve the valuation of the
company’s common securities outstanding as well as the Earnings Per Share (EPS).
Correction to IRR
An IRR type used when corrections need to be made to an original IRR that has already been
submitted to the Office of Personnel Management (OPM). Federal employees covered by the
CSRS retirement plan require SF-2806-1. Federal employees covered by the FERS retirement
plan require SF-3101. A Correction IRR is also used if original retirement deductions were
over-reported. See also Individual Retirement Record (IRR).
Correspondence Customer
A customer to whom all correspondence (statements) is addressed, often a corporate customer
receiving correspondence for associated child customers.
Cost Accounting
A method where business costs are accumulated and distributed to products, processes, or
discrete undertakings on an equitable basis. There are a variety of cost accounting methods,
but they all share the same basic functions. classifying costs, recording costs, allocating costs
to products or activities, summarizing and reporting costs to management. Cost accounting
requirements and financial accounting requirements are not necessarily synonymous.
Cost Assignment
Resources assigned to cost objects or activities.
Cost Basis
Typically, this refers to the original price of an asset used in determining capital gains.
However, in the case of death of an optionee, the appraised value of the asset at the time of
death is the cost basis.
Cost Center
A Time and Labor Business Unit, in which all related costs attributable to some center within
a business (such as an activity, an organization, or a program), are segregated for accounting
or reimbursement purposes.
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Cost Element
See Inventory Cost Element and Manufacturing Cost Element.
Cost Flow
Determines how depletions will occur for purposes of costing a transaction. Cost flows
available include Specific Lot ID, Specific Serial ID, FIFO, and LIFO.
Cost Objects
Cost objects represent cost information about products, customers, and channels. They are the
final results of the activities performed by your business, representing the focal point of
costing and profitability analysis. Examples are products, customers and channels. They are
the final results of the activities performed by your business. Your model’s resources and
activities are linked to the cost objects. They are often the focal point of profitability analysis.
Cost of Capital
An attribute used to describe the behavior of a particular cost object. A primary cost object is
typically the main focus of the activity-based management analysis. This may be a product,
customer or channel that you wish to calculate cost for. A support cost object may be used in
a similar manner but may be further allocated to other support cost objects or primary cost
objects.
Cost Of Living Allowance (COLA), Non-Foreign
A cost-of-living allowance payable to an employee at a location in a non-foreign area where
living costs are substantially higher than those in the Washington, DC area.
Cost Profile
A combination of a receipt cost method, a cost flow, and a deplete cost method. A profile is
associated with a cost book and determines how items in that book are valued, as well as how
the material movement of the item is valued for the book.
Cost Profile Group
A grouping of items for the purpose of costing transactions and valuing inventory for a given
book. Assigning an item to a cost profile group determines the books used by the item when
accounting for that item.
Cost Roll-up
A process for calculating item costs. Cost roll-up provides a summation of all of the costs
associated with the bill of material structure and the routing used in producing the item.
Cost Row
A cost transaction and amount for a set of ChartFields.
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Cost Template
A collection of cost components that you can apply to a group of purchased items.
Cost Type
A user-defined method of categorizing item costs in Manufacturing for simulations and whatif analysis. Examples of cost types include current costs (which reflect the item's current bill
of material or routing), proposed costs (which could be used in preparation for the next
standard cost period), or activity-based costs (which include costs for items that consume a
given activity).
Cost Version Type
A combination of cost types and cost versions used in cost rollups. Valid values include
production (rolls up only manufacturing data and uses only the primary BOM and routing,
each with a code of 1), engineering (can roll up with either manufacturing or engineering data,
with any combination of BOM/routing codes), or simulation (only rolls up with manufacturing
data, but can use any combination of BOM/routing codes).
Count Grade
A user-defined evaluation of a counting event.
Count Point
A predefined step on a routing or operation list where you can gather operation completion
information. You define the appropriate points on the routing, record completions at these
count points, and the system automatically backflushes the prior operations. This is only used
on production IDs.
Counts
Count elements allow you to count the number of days or hours from a specific period of time.
Counts are used primarily during proration calculations, but can potentially be utilized in other
situations as well.
Court-Ordered Benefits Coverage
As prescribed in Title 5, United States Code and Title 5, Code of Federal Regulations, court
orders that stipulate that an employee must continue or begin the coverage features for all
employee benefits must be enforced. Federal employees are mandated by court orders to
continue covering or begin covering their former spouses and/or children under their federal
employee benefit programs (health, life, and thrift savings).
Court-Ordered Garnishments
As prescribed in Title 5, United States Code and Title 5, Code of Federal Regulations, court
orders enforcing child support, alimony, or collection of commercial indebtedness are served
on the appropriate entity within the Federal agency and implemented as offsets against the
employee's salary.
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Coverage
An employee’s chosen benefit plan and coverage level; that is, what sort of benefit is provided
as well as the value.
CPAM (Caisse Primaire d'Assurance Maladie)
In France, CPAMs are the local social security offices that manage health coverage for French
workers. CPAMs are regulated and established by the French government. If you’re
managing a French workforce you’ll need to identify and track the CPAM offices that impact
your enterprise.
CRAM (Caisse Régionale d'Assurance Maladie)
In France, CRAM is the regional social security body which oversees the running of CPAMs.
CRAM offices work with companies to both prevent and compensate workers for industrial
injury.
Create Date
The date that you extracted a deduction or offset to PeopleSoft Deduction Management or
created a split deduction.
Create Missing Items
In PeopleSoft Demand Planning and Inventory Planning, a feature that enables automatic
system generation of master records that don’t exist in the system.
Created Time
Time collecting device time or elapsed time generated by the system based on the time
reporter’s schedule (see Time Administration)
Creating Time
The preliminary generation of time segments as close as possible to their likely values when
you officially report time—so that the information on the time records is as fresh and current
as possible. The system shows you time that has already been created, rather than you having
to create it “on the fly” when you come in to report. The process fills in reporting day gaps as
defined by work schedules.
Credit Analyst
A required field used in PeopleSoft Receivables, Billing, Order Management, and Deduction
Management when working with items. Each item must be assigned to a credit analyst. If no
credit analyst is assigned to an item, the credit analyst assigned to the customer is used as the
default.
Credit Risk Spreads
In the financial services industry, the additional charge to a risk-free interest rate, based on a
riskier credit rating.
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Credits
See Flexible Credits.
CREF
Acronym for Content Reference.
Crew Reporting
A Time and Labor process that enables you to report the earnings which consist of one or
several time reporting codes and associated quantities of hours, amounts, or units, and task
information for one date under report for a user-defined crew. The system transforms the
information into instances of daily time for each crew member for the entered date.
Critical Success Factors (CSFs)
In PeopleSoft Balanced Scorecard, things that an organization must do well or excel at to
achieve its goals. One or more key factors or objectives that must be accomplished for a
particular strategic thrust. Key Performance Indicators are attached to CSFs.
CRM Warehouse
See Warehouses.
Cross Border Walker
This term is used in Europe for an employee who lives near a border in one country and works
in another country. Such employees are subject to different tax and social security rules.
Cross-Plan Validation
The process by which the PeopleSoft Benefits Administration determines enrollment
prerequisites for benefit plans. You can define four types of cross-plan validation
prerequisites: prerequisites based on plan types, benefit plans, dependent enrollments, and
coverage percentage limits for Life and AD/D plans.
Cross-View Reconciliation
In PeopleSoft Demand Planning, a process that enables the balancing of forecasts between
selected levels of related views with the same Forecast Item key. The process is used when
adjustments have been made to a working view and are then required in a related view.
Cube
See Multidimensional Database (MDDB).
Cube View
In PeopleSoft Demand Planning, defines the user's own view of a forecast. The parent
working view and dimensions determine what forecast data is included and how aggregates
are formed.
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Cumulative Tax Method
A payroll tax calculation method that adds together year-to-date earnings and earnings for the
current pay period, then annualizes the result before calculating tax. This method is useful
when Payrolls vary greatly in amounts from pay period to pay period, such as in the case of
sales commissions.
Currency Calendar
In the financial services industry, business calendars for markets outside the organization’s
domestic operations that reflect the foreign markets’ holiday schedules.
Currency Conversion Engine
A PeopleSoft Enterprise Warehouse Engine that processes financial information in multiple
currencies.
Current Period
The earliest pay period for which the close date has not passed (see Time Reporting).
Current Period (Time and Labor)
In Time and Labor, the employee's current pay period which will be determined via the
employee's Pay Group affiliation. Although there can be only one definition of Current Period
per installation, the user can change it manually.
Current View
A reporting screen in Time and Labor whose effective date is within the date boundaries of an
employee's current pay period, and for which pay has not yet been confirmed. A Future Time
Reporting Transaction is one that has an effective date after the last day of the employee's
current pay period. An Historical Time Reporting Transaction is one that has an effective
date before the first day of the employee's current pay period.
Current Year
A period for event maintenance processing.
Curve Generator
A supporting module (common to financial services industry applications) that enables you to
construct curves used to determine appropriate interest rates for given maturities and / or time
periods. You can import market data from outside sources such as Bloomberg, upload the
data from a spreadsheet, or manually enter the data. You can then build configured curves
from segments or combinations of other curves.
CUSIP Number
A nine digit alphanumeric number associated with issuers’ securities. CUSIP (Committee on
Uniform Securities Identification Procedures). A uniform numbering system widely used to
identify specific securities and their issuers.
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Custom Statement
A user-created logical or mathematical expression that determines information about an
employee in PeopleSoft Pension Administration. Custom Statements commonly define
employee groups and benefit formulas.
Customer Inquiry
A window containing options to review customer balances, aging, history, items, actions, and
conversations.
Customer Scorecard
See PeopleSoft Customer Scorecard.
Customer Tree
A user-defined graphical representation of your current sales organization. A customer tree is
used to establish and distribute funds and to determine authority levels for promotional
activities.
Cut Session
Cut sessions are a means of dividing a course session. You use cut sessions where a course
session does not run on consecutive days from start to finish, or if there are multiple
instructors or locations. Each cut session has it’s own start/end date, location, and instructor.
For example, if you have a course that runs for two days a week for a month, you would
divide the course session into four cut sessions, each of which is two days long.
Cycle Count
A manual counting event that does not cover an entire inventory business unit. Usually
includes every item (and lot, if applicable) in a location or family.
Cycle Interval
The number of days between cycle counts.
Cycle Procedures
Inventory planning tasks that need to be performed on a regular basis to ensure an up-to-date
Inventory Policy. The tasks can be performed either at the end of a processing period or
within the period, and should always be performed if the forecast or Control Group or Policy
Item parameters change. Tasks include generating a policy and reviewing Work Queue
messages.
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D
DAT file
A text file (input.dat) used with the Verity search engine that contains all of the information
from documents that will be searchable but not returned in the results list.
Data Elements
Data elements, at their most simple level, define a subset of data and the rules by which to
group it.
For PeopleSoft Balanced Scorecard, data elements are used as the basis for key performance
indicators, and as target values for Key Performance Indicator (KPI) objects.
For Workforce Analytics, data elements are rules that tell the system what measures to retrieve
about your workforce groups.
Data Entry Access List
Used to present a concise list of often-performed data entry tasks to a user. You can assign
multiple control plans to a single data entry access list.
Data Extract
A report that creates a file used to transmit data to a third party on magnetic media. There is
no meaningful printed output for this type of report.
Data Loader
Data Loader is a PeopleSoft Enterprise Warehouse utility that moves data from the
Operational Data Store staging area to either the ODS reporting area or the Data Warehouse.
The Data Loader utility is made up of several pages that allow you to enter Metadata to define
your source and target records and your transformation rules and then perform the load by
running an Application Engine.
Data Loader Map
Defines how to extract data from the Operational Data Store (ODS), transform it, and load to a
Target Table. The target table can reside in the warehouse or the ODS layer.
Data Manager
A PeopleSoft Enterprise Warehouse engine that distributes revenue, expense, analytical
application engine results, statistical quantities and other measures across business units,
departments, products, customers and channels—any field or logical group in the chart of
accounts. You can define a number of types and options within this engine. It is also used as
a means of posting to the Performance Ledger.
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Data Manager Rules
In the PeopleSoft Enterprise Warehouse, Data Manager rules use Constraints to specify the
source as well as the target tables for moving, aggregating, or multidimensionalizing your
engine output. Rules use Data Manager methods to enrich the PeopleSoft Enterprise
Warehouse data.
See Data Manager Methods.
Data Manager Methods
There are several methods: Copy, GL Mapper, Prorata, Spread Even, and Tree Aggregation.
Each method enables you to move and/or enrich engine output.
Data Mart
A Data Mart is a data structure that uses a central fact table and related dimension tables to
generate a “relational cube” or directly generate an Insight report.
Data Mart Builder
The Data Mart Builder is a multiple Application Engine (AE) process, that is, a framework of
procedural programs, that creates a Data Mart.
DataMaps
Information that builds upon the data captured in the TableMap records. DataMaps enable
you to define a logical view of the physical PeopleSoft Enterprise Warehouse tables.
DataMaps bring together information from many different tables and fields and define it all as
one entity or table.
Data Row
Contains the entries for each field in a table. To identify each data row uniquely, the system
uses a key consisting of one or more fields in the table.
DataSet
DataSets are used as input for various engines and processes, for instance, the Analytic
Forecasting component, the Data Manager, user defined functions, drivers in Activity-Based
Management, and data elements in the Key Performance Indicator Manager. DataSets provide
a user defined set of information to the engines. DataSets use Constraints to restrict used
columns and restrict returned rows. Each DataSet is created by a process specific setup.
However, the underlying logic is the same, enabling you to more easily understand the
functional aspects of the process.
Data Warehouse
A large database containing data summarized from one or more transactional systems,
optimized to support the analysis needs of the enterprise. An ideal data warehouse contains all
the data necessary to make business decisions. Users analyze the data in the warehouse using
Online Analytical Processing (OLAP) tools and ad hoc query/reporting tools. An increasing
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number of organizations have "virtual" data warehouses, where the data warehouse is not one
physical database, but rather a collection of specialized (and distributed) data marts.
See also PeopleSoft Enterprise Warehouse.
Data Warehouse Tables
Data Warehouse tables act as the portal for getting data into the PeopleSoft Enterprise
Warehouse from PeopleSoft, OLTP applications or other “outside” sources. These tables are
used:
•
As targets for loading operational data.
•
For error detection and handling
•
For data validation.
•
For aggregation.
Database Alias
The PeopleSoft Pension Administration utility that looks up employee data.
Dataset
A file containing data to be analyzed by the Quality Server program. The dataset is similar in
content to a spreadsheet.
In PeopleSoft Planning, a file that stores schedule information such as tasks, resources,
calendars, and so on.
Date
See Accounting Date Transaction Date or Effective Date.
Date
If you want to either include a date in a calculation, or determine a new date by taking a
starting date and either adding or subtracting a period of time to come up with another date,
you use a date element.
Date Classified
Date the Position Description is approved by Management/Position Management.
Date Eligible To Retire
Date an employee is eligible to optionally retire based on the combination of age and service
that meets legal requirements.
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Date Under Report
The date (day) in PeopleSoft Time and Labor for which time is being reported. The Date
Under Report does not have to equal today’s date.
Day Breaker
Customer defined time that is used to determine when one day becomes the next. It’s used to
determine the “logical” date of a punch. (See Understanding Workgroups.)
Days Supply
In PeopleSoft Inventory Planning, a method that can be used with several types of Inventory
Policy. Using this method, a specific number of days of supply for an item should be used to
calculate the item's inventory policy.
Deal Type
PeopleSoft Treasury has categorized deals into several basic deal types from which you can
choose when defining an instrument.
Death Coverage
The PeopleSoft Pension Administration function that determines the factor used to reduce an
employee’s benefit when the plan charges for PRSA coverage.
Decompressed Split
In PeopleSoft Demand Planning, a function for returning a compressed split database to its
original form. See also Compressed Split.
Deduction
Any amount taken from an employee’s pay check each pay period. Deductions may include
health or medical benefits, union dues, and so on. See also Benefit Deduction and General
Deduction.
Deduction Date
The as of date for the deduction item in PeopleSoft Receivables.
Deduction Item
An individual item that you created in receivables and is an open receivable on the customers
account due to a deduction that they took in a payment for a receivable item.
Deduction Reason
Code that describes the type of deduction. When assigned to a write-off resolution, it
determines what accounting entries to create.
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Deduction Specialist
The individual responsible for tracking and resolving deductions in PeopleSoft Deduction
Management.
Deduction Subset
A group of deductions selected from a company’s standard set of deductions. Deduction
subsets minimize data entry time in special processing situations such as bonus check runs.
Default Mode (DM) model
In the financial services industry, an approach used by financial institutions to predict a
decline in portfolio value. Only two outcomes are considered – default or non-default. If the
debt does not default, there is no change in the value. If the debt does default, then the loss is
calculated as the difference between what was contractually owed and the value of any
collateral recovered.
Defection Analysis
In PeopleSoft Workforce Analytics, the identification of employees who are likely to leave the
organization based on predefined assessment criteria.
Deferred Compensation
Compensation payments that are payable to an individual in the future such as pension plan
payments, annuities, stock awards and profit sharing. Note: Profit sharing can be considered
direct pay if paid out in cash on a periodic basis or deferred pay if cumulative with the
intention of payment in the long-term future.
Deferred Vesting
The adjustment made to the original option’s vesting schedule that pushes the vesting into the
future.
Defined Benefit Plan (DB Plan)
A retirement income plan (usually called a pension plan) where the employee's benefit is
definitely determinable based on a plan-specified benefit formula.
Definition or Function Definition
The parameters for any of PeopleSoft Pension Administration’s nineteen core functions. A
definition has to be explicitly associated with an employee Group Definition before it can be
applied.
Dekit
The ability to return material issued in kits to inventory. This is used when entire kits need to
be returned; individual components are handled through kit issues/returns.
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Delete Non-Matching Items
In PeopleSoft Inventory Planning, an option used in the Generation process to delete
Inventory Planning items that don’t have corresponding items in Demand Planning. The item
deletion occurs when the system generates the policy.
Delta
When retroactive processing occurs for a given payee, the system recalculates each element
generated for the payee. The system compares the recalculated results to the original results.
The difference between these results is typically referred to as the retro “delta.” A retro delta
can represent either an underpayment or an overpayment that results in an adjustment to the
payee’s earnings.
Demand
Collection of training requests. This could be an employee demand, a departmental one or a
company-wide demand.
Demand Filter Width
In PeopleSoft Demand Planning, specifies the confidence interval within which demand is
considered to be reasonable. Actual demand that is outside the confidence interval is
automatically filtered and replaced by the value at the edge of the interval. The value is
expressed as a percentage.
Demand Filtering
In PeopleSoft Demand Planning, provides a way to detect and highlight unusual demands and
forecast errors. If the demand falls outside of a band that is considered reasonable, the system
automatically adjusts it to the level of the boundary and logs a message to the Work Queue.
Demand Number
The configured product sub-component sequence number.
Demand Planning
In PeopleSoft Activity-Based Management, this type of planning focuses on studying the
impact of cost objects and activity volumes.
Demand Priority
The placing of importance on independent demand. The Planning engine uses the demand
priority value to determine the order in which you fulfill the demand. You can set a demand
priority from 1 to 998 with 1 being the most important level. The priority value of 999 is
reserved for the system.
Demand Priority Rules
In PeopleSoft Inventory, a set of rules that will sort demand so the most important demand
will have the first opportunity to reserve available inventory. If demand priority rules have
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been defined, the Material Reservations process (INPLDMND) sequences orders by priority
rank, processing those with the lowest rank value first.
Deplete Cost Method
Determines how you cost a depletions transaction within a book. The deplete cost methods
available include Actual, Non-Cost, Perpetual Weighted Average, Periodic Weighted
Average, and Value at Current Standard.
Depreciate When in Service
A switch that indicates whether PeopleSoft Asset Management should allocate depreciation as
of the date an asset was placed in service. This is valid only in the year the asset was
acquired.
Depreciation - Declining Balance
Budgeting calculates this as: Cost minus Accumulated Depreciation divided by Life divided
by number of periods per year. It results in a higher depreciation expense in the early years of
an asset, which decreases as you near the end of its useful life.
Depreciation - Double Declining Balance
Budgeting calculates this as: Cost minus Accumulated Depreciation multiplied by 2 divided
by Life divided by number of periods per year. It results in a higher depreciation expense in
the early years of an asset, which decreases as you near the end of its useful life.
Depreciation Methods
The various methods of spreading the aquisition cost across the life of an asset rather than
expense the full value of an asset at the time you acquire it The value of the asset
consequently decreases (or depreciates) through time. The four depreciation formulas
delivered with PeopleSoft Budgeting include: declining balance, double declining balance,
straight line, and sum of the years.
Depreciation - Straight Line
A method of depreciating asset value in equal amounts across the life of the asset. Per-Period
Straight-Line depreciation is calculated as the cost of an item minus the salvage value divided
by the number of periods to depreciate.
Depreciation - Sum of the Years
A depreciation method equal to the value of the remaining years of life divided by the sum of
the years remaining is multiplied by the Net Book Value. This figure is then multiplied by the
percent of years to depreciate. This results in a higher depreciation expense in the early years
of an asset, which decreases as you near the end of its useful life.
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Depromote
In PeopleSoft Demand Planning, the process of making an adjustment to actual demand data
that removes the effect of a promotion during a defined period. As a promoted period moves
into history, the system creates an adjusted demand entry that is equal to the Prorated
Forecast.
DeptID
A ChartField that defines departments or administrative offices that have operational, fiscal
and/or budgetary responsibility for specific sets of activities.
Derived Metric
The result of a calculation on a report of base metrics.
Detail
A temporary assignment to a different position for a specified period when the employee is
expected to return to his/her regular duties at the end of the assignment. This employee is
considered for pay and strength count purposes to be permanently occupying his/her regular
position. Unless the agency chooses to use an SF50, a detail is documented with an SF52.
Detail Tree
A tree that employs ranges of detail values under each node; you must manually specify the
detail values.
DFI ID (Depository Financial Institution ID)
A PeopleSoft Payables bank identifier, consisting of Transit Number, Swift ID, or CHIPS ID.
Dimension
A single element of a business model, such as product, department, or location. Cube Manager
uses the term Conforming Dimension.
In terms of data analysis, dimensions can be thought of as criteria, such as time, product, and
location, used to pinpoint a particular piece of data. For example, in the retail industry a set of
dimensions could be geography, product, time, customer, and vendor. The geography
dimension would include company, chain, region, district, and finally store attributes. A
dimension is also a column heading on an analysis and reporting template which you can drill
through or roll up to the multiple levels.
In PeopleSoft Budgeting, a view option that assists in summarizing the rows of data in lineitem budgeting.
A single element of a budgeting model, such as account, product, project, department, or
operating unit. In PeopleSoft Budgeting, these dimensions typically represent the ChartFields
used by your organization during your budgeting process.
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Dimension Table
In the PeopleSoft Enterprise Warehouse, Dimension Tables store additional attributes or data
about Facts. Some example dimensions include Customer, Channel, Geography and Product.
Direct Compensation
In PeopleSoft Workforce Analytics, Direct Compensation is payment made to workers in
exchange for their contributions to the organization. Direct Compensation is typically
categorized as including Cash Compensation and Long-term Variable Compensation.
Cash payments made to workers in exchange for their contributions to the organization.
Direct pay is typically categorized as fixed pay (for example, base pay, shift differentials) and
variable pay (for example, profit sharing, incentive, bonus). Note: Profit sharing can be
considered direct pay if paid out in cash on a periodic basis or deferred pay if cumulative with
the intention of payment in the long-term future.
Direct Calculation
Calculate actual and directly assigned dollars.
Direct Cost
In PeopleSoft Workforce Analytics, a direct cost of an activity or a cost object. An example is
the salary cost of employees working on a project.
Director
An affiliate of the company who holds a seat on the Board of Directors for the corporation. A
Director, generally, is not an employee of the corporation.
Disability and Discrimination Act of 1995
In the United Kingdom this act makes it unlawful to discriminate against individuals on the
basis of their disability in relation to recruitment, promotion, training, benefits, terms and
conditions of employment, and dismissal.
Disability Rate Code
The desired percentage of disabled persons that should be employed by French employers, as
mandated by the French government.
Disbursement View
In PeopleSoft Demand Planning, a Forecast View that allows the forecast from a working
view to be reported on using an alternate key. Disbursement views are built directly from the
working views and inherit many working view attributes, including time period and associated
user data definitions, from the parent working view.
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Discounted Stock Option
Rights to a stock option at a price less than 100 percent of fair market value at the time of
grant.
Discretionary Plan
In PeopleSoft Workforce Analytics, this is a plan for distributing compensation awards that
provide managers the ultimate discretion over a pool of money which is either funded based
on company, group, or employee performance, or it’s budgeted. The discretionary award
determination is sometimes guided by a pre-determined percent of the participant’s salary,
expressed as an opportunity. This figure can then be modified based upon management’s
perception of actual value created by the group or employee.
Disqualifying Disposition (DD)
When an optionee sells or otherwise disposes of the shares of stock acquired through the
exercise of an incentive stock option or through an employee stock purchase plan before the
holding period for preferential tax treatment has lapsed.
In the case of Incentive Stock Options, the holding period is one year of the date of exercise
and two years of the date of grant. At the time of disposition, the individual recognizes
compensation income equal to the difference, if any, between the option price and the fair
market value of the corporation’s stock on the date of exercise. If the sale price is less than
the fair market value of the stock on the date of exercise, the compensation income is limited
to the total sales price less the total option price, less any fees.
In the case of purchases through an employee stock purchase plan, the holding period is one
year from the purchase date and two years from the enrollment date. Compensation income in
a disqualifying disposition is equal to the difference between the total fair market value on the
purchase date and the total purchase price.
Distribution
Provide a repository of time and associated estimated and actual allocated labor costs to other
systems
The process of assigning values to ChartFields. A distribution is a string of ChartField values
assigned to items, payments, and budget amounts.
Distribution Network
A distribution network is a prioritized list of Inventory business units (IBUs). When a
customer orders a product, the system uses this network to determine which warehouse the
stock ships from.
Distribution Profile
A definition of ChartField distributions assigned for compensation costs. A distribution
profile can be used to set up defaults for how the system should distribute costs associated
with a position’s salary, benefits, and earnings. PeopleSoft Budgeting-specific.
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Distribution Rule
You use distribution rules to determine the order in which the system searches for matches
against the distribution sets matrix when sales orders are entered.
Distribution Set
Distribution Sets assign account distribution information to combinations of defining elements
used on sales orders.
Distribution Type
An identifier that defines one of the different transactions that move an item into or out of an
inventory business unit. Distribution types are used to create debit and credit transactions to
the general ledger via the Journal Generator.
Dividend
Distribution of earnings back to shareholders, prorated by the class of security and paid
typically in the form of money or stock. The amount of a dividend is decided by the Board of
Directors and is usually paid quarterly.
Document Management
The process through which a user has complete control of document version including the
ability to view, query, and edit documents in a secure vault. Document management enables
you to seamlessly perform online document queries and view documents directly, launching
them from within PeopleSoft applications. You can associate pertinent documents with
engineering change requests (ECR), engineering change orders (ECO), item revisions, bills of
material, manufacturing and engineering routings, production component lists, and production
operation lists.
Document Sequence Number
A value that the PeopleSoft system assigns to a document (such as an invoice, voucher, or
journal) when you create a document for a business unit that you have enabled for document
sequencing. The system determines the number by the values of the business unit, accounting
date, and document type.
Document Sequencing
A flexible method that sequentially numbers the financial transactions (for example, bills,
purchase orders, invoices, and payments) in your system for the purpose of statutory reporting
and tracking of commercial transaction activity. Document sequencing requires that you
classify all financial transactions into three transaction types—journal type, journal code, and
document type—and that within each transaction type, all documents you enter are numbered
sequentially. When you create a document (such as an invoice, voucher, or journal), the
PeopleSoft system assigns a document sequence number to that document.
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Document Type
The final level of three categories for defining a financial transaction (or document), necessary
when using document sequencing. It represents the business purpose of a financial
transaction, such as domestic customer invoice or customer credit memo. Document type is
within one and only one journal code; journal code is within one and only one journal type.
Document type is the only required category, because the values of the other two categories
can be derived from document type.
Dollar Tolerance
In PeopleSoft Inventory, the acceptable cost difference between expected cycle count
quantities and actual quantities counted. This value allows a margin of error for an item
during cycle count reconciliation based on item cost.
Domestic Relations Order (DRO)
A preliminary version of a court order (usually stemming from a divorce settlement) ordering
a division of a participant’s pension benefits. The order is not in effect until it is determined to
be “qualified” by virtue of meeting certain requirement. At that point it becomes a Qualified
Domestic Relations Order, or QDRO.
Double Byte Characters
If you’re working with Japanese or other Asian employees, you can enter the employee’s
name using double-byte characters. The standard double byte character set name format in
PeopleSoft applications is: [last name] space [first name].
Draft Worksheet
A work space used in PeopleSoft Receivables to track a draft through its processing life cycle.
Drill-Back Calculation
Assigns indirect dollars and Drill-Back calculations. Also, this picks-up all costs in the
Calculations Detail (CALC_DETAIL_F00) that was assigned during direct calculations.
Drill Down
The ability to go down to the next level of detail in a set of data. For instance, if you’re
looking at an expense figure for a division, you can drill down to the expenses for each
department in the division.
Drill Down
The ability to go down to the next level of detail in a set of data. For instance, if you’re
looking at an expense figure for a division, you can drill down to the expenses for each
department in the division.
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Driver Lookup Table
Tables associated with a driver that enable different rates and amounts unique to a budget
center.
Drivers
In PeopleSoft Activity Based Management, drivers are a means of assigning dollar amounts
from resources, activities, and cost objects to other resources, activities, and cost objects
throughout the model in PeopleSoft Activity-Based Management. Drivers can also be
assigned across business units. There are different types of driver categories (transactional,
duration, and intensity), and different ways of specifying how those dollar amounts are
calculated (amount, percentage, spread even, and direct), as well as different ways that dollar
amounts are assigned (depending on assignment type and object type).
In PeopleSoft Business Planning, a driver can be defined as a set of values that are used as an
input to another process. In this context, a driver should be interpreted as a projection of
external factors and other indicators. The user can the define a relationship between the driver
and a financial result. The driver values and the defined relationship then combine to produce
a projection of the financial result. For example, a projection of the number of square feet used
(driver) and the price per square foot paid in rent (driver) can combine to produce a projection
of rent expense (financial result).
DRO
See Domestic Relations Order.
DSS (Decision Support System)
A DSS is a workstation-based analysis and reporting system, typically aimed at analysts and
line managers. OLAP tools provide a powerful DSS.
Duration
In PeopleSoft Pension Administration, the utility that calculates the length of time between
two dates.
Duration [Global Payroll]
An element type that calculates a period of time between two dates. For example, if you want
to determine a payee’s age, you can calculate the duration between his birth date and the
calendar period end date.
Dynamic Group
A group in Time and Labor that enables you to establish criteria or attributes for a group of
employees. All employees who fit this criteria at processing time belong to the group.
Dynamic Tree
A tree that takes its detail values—Dynamic Details—directly from a table in the database,
rather than from a range of values entered by the user.
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Dynamic Views
In PeopleSoft Demand Planning, a Forecast View that allows interaction with the forecast
data using an alternate key structure. By using dynamic views, you streamline the working
view and can complete the working-view design without having to anticipate all conceivable
adjustments.
E
Earliest Change Date
Determines both the range of dates and the amount of data that will be processed for each time
reporter (see Batch Processing)
Early Punch
A punch that is more than the predefined number of hours/minutes before a scheduled punch
where a time reporter is warned
Early Retirement Date (ERD)
A retirement date earlier than a plan-specified “normal” retirement date. Employees usually
must meet age and/or service requirements to be eligible for early retirement, and early
retirement benefits are often reduced to compensate for the longer duration of payments.
Early Retirement Factor
The reduction made to an employee's benefit if the employee elects for early retirement.
Early Warning
In commitment control, warning of possible future budget exceptions. You can specify that
you are to receive a warning when commitments and expenditures reach a predetermined
percentage of budget. For example, you can instruct the system to let you know when
commitments and expenditures reach 50%, 80%, or some other percent of a budget.
Early/Late Adjustments
The PeopleSoft Pension Administration function that calculates early retirement factors or late
retirement factors.
Earning Group
Part of a group of defaults assigned to job codes. Earnings group may include non-salaried
items such as holidays and bonus pay dependent on individual company parameters.
Earnings
The amount owed to an employee based on salary, hours worked, or other calculation routines,
plus other types of compensation and holiday, vacation, and bonus pay.
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Earnings [Global Payroll]
An element type that defines the different types of compensation that are added to a person’s
pay. Examples include salary, commission, bonuses, and retirement pay.
Earnings Accrual Class
Categorizes a set of accruable earnings.
Earnings Code
Codes that represent the various types of earnings such as regular, overtime or leave.
Earnings Per Share (EPS)
The portion of a company's profit allocated to each outstanding share of common stock. Net
income (reported or estimated) for a period of time is divided by the total number of shares
outstanding during that period.
Earnings Type
An abbreviated and encrypted set of business instructions containing compensation
instructions. Earnings Type may also contain Benefit Entitlement and Administration
instructions, taxation instructions, Financial Accounting instructions, Organizational
Administration instructions, work group and labor affiliation instructions, and other
instructions.
Economic Loss
In Funds Transfer Pricing, this refers to the break fund economic loss, calculated by applying
the theoretical value of the interest rate differential (IRD) against a cash flow stream, based on
the amount of the prepayment or cancelled draw-down.
Economic Value Added
In the financial services industry, Economic Value Added is a financial metric that factors into
the measurement of an activity’s profitability the cost of economic capital assigned to that
activity.
EDGAR (Electronic Data Gathering, Analysis, and Retrieval)
An electronic system implemented by the SEC that enables companies to file documents in
conjunction with disclosure requirements mandated by the SEC.
EDI Agent
Used in EDI processing, the inbound EDI Agent loads trading partner data (flat files) into the
PeopleSoft database using transaction, map, and trading partner definitions set up using EDI
Manager. The outbound EDI Agent extracts information from the PeopleSoft database and
generates data files that can then be processed for transmission to a trading partner.
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EDI Manager
A suite of online pages used to define transaction sets, trading partner profiles, and translation
maps for EDI transactions.
Edit Table
A table on the database that has its own record definition, such as the Department table. As
fields are entered into a PeopleSoft application, they can be validated against an edit table to
ensure data integrity throughout the system.
EEO Company Code
In the United States companies are assigned this federal code for EE0 and VETS100 reporting.
Effective Date
A method of dating information in your system. You can predate information to add historical
data to your system, or postdate information in order to enter it before it actually goes into
effect.
Effective Date
A method of dating information in your system. You can predate information to add historical
data to your system, or postdate information in order to enter it before it actually goes into
effect. The Effective Date usually defaults to your system’s current date.
Effective Periods
In PeopleSoft Demand Planning, the number of periods of historical demand used in the
Model Reset process. The value can be used to exclude older, possibly unrepresentative
historical demand data from model Optimization.
Effective Sequence
A system-generated number assigned to distinguish between two job entries with the same
effective date.
Effective Tax Rate
The ratio of income tax paid over gross income, showing the percentage of income actually
paid in taxes.
Effectivity Date
The date on which a component can be added or substituted in production, typically specified
on an item's bill of material.
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EIS (Executive Information System)
An EIS is a workstation-based analysis and reporting system for executives. An EIS provides
a higher-level view of the data than a DSS, and typically requires less knowledge about the
underlying transactional systems. OLAP tools provide a powerful EIS.
Elapsed Schedule
A method of scheduling a time reporter’s time that is based on TRC and duration. This
method can be used for scheduling of elapsed time reporters (see Scheduling.)
Elapsed Time
Reporting non-clock time in increments of hours or partial hours (see Managing Time /
Understanding Time Reporting).
Elapsed Time Service
A method of calculating a period of service that uses only the start and end dates of the period
to determine the amount of service. Hours worked or other measures of the actual work
performed during the period are not taken into account.
Electronic Certification System (ECS)
An automated Payment Voucher authorized by the Certifying Officer for use within the
Treasury Department, Financial Management Service's financial system. PeopleSoft provides
a method to record and generate data files for on- and off-cycle processed payments.
Element
In PeopleSoft Global Payroll, an element refers to both primary elements and supporting
elements. Primary elements are comprised of earnings, deductions, absence entitlements, and
absence take elements. Supporting elements are element components that are combined to
create primary elements.
In PeopleSoft Enterprise Performance Management, elements are used to create a Profile. An
Element can be one or more columns of data in an Enterprise Warehouse table, associated
with a single dimension (for example, Customer, Product, Department, or Channel). An
Element can also be KPI, Population, subscription data from a third party, preexisting Profiles,
and data mining scores.
Element Group
Element Group identifies a group of elements to provide eligibility. You can then use this as a
notational shortcut—instead of having to list each element, you can use the element group
name. Element Group’s expedite the process of manipulating earnings and deductions.
Element Name
Name assigned by the user for data fields, rules, formulas, and tables. For example, the names
you give to new rules, elements, or objects.
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Element Segment
When an element changes mid-period, requiring the affected element (and perhaps a subset of
other elements) to be calculated multiple times on either side of the date on which the change
takes place, element segmentation is used. Unlike period segmentation, the system segments
only the elements you select, and creates separate result columns only for the specified
elements. In element segmentation, there is only one gross-to-net result set.
Eligibility Group
Eligibility groups define the possible earnings, deduction, absence entitlement, and absence
take elements that a payee might be eligible to receive. This enables you to group payees so as
to assign eligibility for certain pay elements.
Eligibility Rule
PeopleSoft Benefits Administration uses eligibility rules during Benefits Administration
processing to determine which benefit programs and options an employee is eligible for.
Eligibility rules are closely associated with event rules: they determine what options an
employee can have, while event rules determine which of those options an employee will
actually be able to choose.
Elimination Set
See Consolidations-Elimination Set.
Email Template
Pre-defined parameters that establish automatic email generation during budget submittal,
rejection, publishing, and/or targeting.
Employee
An individual employed by an organization and administered as an employee in the
PeopleSoft Human Resources system.
Employee Accounts
The PeopleSoft Pension Administration function that tracks employee contributions to a
pension plan.
Employee ID
A unique identification code for an individual associated with your organization.
Employee Paid Benefit
The portion of a pension benefit funded by the employee’s own contributions to the pension
plan. Also, the PeopleSoft Pension Administration function that determines this amount.
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Employee Profile
This PeopleSoft Activity-Based Management feature enables time and labor information to be
part of an analysis.
Employee Stock Purchase Plan
A type of statutory stock option plan through which employers grant options to their
employees in order to provide them with additional forms of compensation.
Employee Survey
In PeopleSoft Workforce Analytics, a method for capturing information about the activities
performed by a given employee as well as the amount of time they spend performing each
activity to perform activity-based management.
Employee Survey Report
The Employee Survey Report is an annual regulatory report that the French government
requires from employers with more than 200 employees. In French it is called "Le Bilan
Social". The report is communicated to both labor unions and the government. It provides a
snapshot view of the company over the past 3 years for about 200 indicators.
Employee Training Cost
Amount budgeted to pay for students’ salaries while on training courses.
Employer Identification Number (EIN)
In the United States a company is typically defined as a business enterprise that has a unique
federal Employer Identification Number (EIN) for payroll tax reporting purposes.
Employer’s Liability Insurance Associations (Berufsgenossenschaften)
Social Insurance in Germany is maintained and administered by private organizations that act
as employer’s liability insurance associations. Employers pay out premiums to these
associations, who administer and pay out funds to workers who are injured on the job.
Employment Cost Index (ECI) Adjustment
Annual increase to wages established/permitted by statute.
Employment Equity Computerized Reporting System (EECRS)
Canadian companies are required to report to the Federal Government on employment equity.
PeopleSoft Human Resources contains the Canadian Employment Equity report (PER101CN),
which creates a data interface file to the federal government’s Employment Equity
Computerized Reporting System (EECRS).
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Employment Record Number (EMPL RCD#)
A field in PeopleSoft Human Resources Management Systems and PeopleSoft Workforce
Analytics that indicates an employee has multiple job records in the system. A numeric value
(0, 1, 2) is assigned to each job as a way to uniquely identify that job record.
Encumbrance
A claim against funds. It is a projection of future expenses based on the situation, as we know
it today. Encumbering funds is not the same as spending them or even guaranteeing that you
will spend them. It just means that if the situation as it exists today does not change, you will
spend all of those funds by the end of the fiscal year.
Engineering Bill of Material (EBOM)
A listing of all the parts, raw materials, and subassemblies that form the basis of all item and
product structures. EBOMs differ from MBOMs (Manufacturing Bills of Material) in that
they are not visible within Production Planning or Production Management and are isolated
from Manufacturing.
Engineering Change Order (ECO)
A revision to a blueprint or design, released by engineering to modify or correct a part and/or
bill of material. PeopleSoft Engineering uses ECOs to manage and document required
assembly and component changes.
Engineering Change Request (ECR)
A document that allows you to request manufacturing process improvements and report
product defects directly to the engineering department. When workflow is enabled, ECRs can
also be routed for review and approval, after which they change into ECOs.
Engineering Cost Version
The process of generating cost versions for new and modified configurations based on
engineering bills of material (EBOM) and costing data.
Engineering Workbench
An engineering environment, separate from production, consisting of engineering bills of
material (EBOM), engineering change requests, engineering change orders, EBOM cost rollup capability, online BOM comparisons, and seamless integration to a document management
vault.
Engineering Workbench
An engineering environment, separate from production, consisting of engineering bills of
material (EBOM), engineering routings, engineering change requests, engineering change
orders, EBOM cost roll-up capability, online BOM comparisons, and seamless integration to a
document management vault.
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Enterprise
In PeopleSoft Time and Labor, all of the business units of the installation site.
Enterprise Performance Management (EPM)
See PeopleSoft Enterprise Performance Management
Enterprise Portal
The PeopleSoft Enterprise Portal is a separate product offering purchased independently of
any other PeopleSoft applications. It can be used with or without any PeopleSoft application.
It can be used as a standalone corporate portal that does not access PeopleSoft data at all.
Enterprise Resource Planning (ERP)
The encompassing term for all the transaction-oriented database applications an organization
deploys across it’s business enterprise. The term includes financial, manufacturing and supply
chain, human resources, and payroll applications, among others.
Enterprise Warehouse (EW)
See PeopleSoft Enterprise Warehouse
Entry Authority
Authorization granted by employees to specific user IDs for entering expense data on their
behalf.
Entry Currency
The currency used to enter budget data.
Entry Event
An automated process that generates multiple debits and credits resulting from single
transactions, to produce standard supplemental accounting entries.
Entry Event Code
Designation of an Entry Event; an identifier or label.
Entry Event Generator
A mechanism that generates standard, supplemental accounting entries based on Entry Event
codes.
Entry Event Process
An accounting transaction. Entry Event processes combine to form Entry Events. For
example, requisition posting is a Purchasing process, and cash clearing is a Payables process.
Each process can involve one or several Entry Event Steps.
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Entry Event Step
Part of an accounting transaction. For example, the BUDG process includes these steps,
among others: prepare allotment budgets, prepare organization budgets, and prepare revenue
estimates. Entry Event steps combine to form Entry Event processes.
Entry On Duty Date (EOD)
Date that indicates when an employee started to work at his/her current agency.
Entry Type
Any activity that creates or updates an item.
EPM (Enterprise Performance Management)
See PeopleSoft Enterprise Performance Management
Equal Employment Opportunity Commission (EEOC)
In the United States the EEOC requires that most companies file one or more reports from a
series named EEO-1 through EEO-9. These reports include counts by federal employment
categories of male and female employees in certain ethnic groups.
Equitization
A process that enables parent companies to calculate the net income of subsidiaries on a
monthly basis and adjust that amount to increase the investment amount and equity income
amount before performing consolidations. For organizations with complicated
parent/subsidiary business unit relationships, this automated process reduces the process time
and reduces the possibility for errors.
Equity Increase
In PeopleSoft Workforce Analytics, Equity Increases are base pay increases granted to bring
an employee’s pay up to some internally specified standard for your organization.
Equivalent Standard Deviation
In PeopleSoft Demand Planning, a Standard Deviation developed during the Model Reset
process that enables you to compare standard deviations from different models. The deviation
is calculated by multiplying the Model Equivalency Factors defined on the Control Group
by the standard deviation.
ERISA (Employee Retirement Income Security Act of 1974)
The U.S. Federal legislation enacted to prevent abuses of employee pension rights by
employers.
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Error Exception
A transaction that is stopped because the budget limits would be exceeded if it continued. For
the transaction to proceed, action must be taken, such as canceling or reducing the transaction
amount, increasing the budget amount, overriding the budget limits, or transferring available
funds from another budget.
Error Ratio
The ratio of the statistical Standard Deviation to the base component that gives an indication
of the accuracy of the forecast. The ratio is presented in the PeopleSoft Demand Planning
Audit and Accuracy Review and is calculated during the Forecast Calculation Process.
Estimated Gross
Estimated labor cost associated with reported time (see Managing Time, Understanding time
Reporting Codes).
Estimated Shipments
A group of shipment schedules used to manage sales order requested shipment data and actual
shipment data. Used in conjunction with weight and volume pricing and freight charge
calculations.
Ethnic Code
The Federal Office of Management and Budget (OMB) racial and ethnic census categories
used for classifying individuals in U.S. Government reports.
ETL (Extract-Transform-Load)
See Extract-Transform-Load.
ETL maps
ETL maps provide rules for importing your source data to the data warehouse tables.
Evaluated Receipts Settlement (ERS)
A PeopleSoft Payables feature that matches receipts against purchase orders and generates
vouchers without requiring an invoice.
Evaluations Periods
In PeopleSoft Demand Planning, indicates the number of future periods to use for the
calculation of forecast errors. For example, if the number of evaluation periods is two, then
the forecast error in April 2001 (after posting demand for April) would be determined by
comparing the actual demand for April and the April forecast generated in February 2001.
Evaluation periods are set separately for each view.
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Event
Events are predefined points either in the Application Processor flow or in the program flow.
As each point is encountered, the event fires on each component, triggering any PeopleCode
program associated with that component and that event. Examples of events are FieldChange,
SavePreChange, OnRouteSubscription, and so on.
Event
Occurrence or happening.
Event Class
An event or type of event that results in a change of benefits eligibility for an employee or
dependent. Event classes are prominently used in COBRA and Benefits Administration
processing.
Event Maintenance
The process that enables you to manage ongoing enrollments during a plan year. Changes
involving maintenance include new hires and re-hires, terminations, family status changes,
and changes to benefits eligibility.
Event Rule
Used by PeopleSoft Benefits Administration to determine how events are processed by the
system. Event rules look at the benefit plan options an employee is eligible for and determine
which options the employee can actually choose. Event rules are closely associated with
eligibility rules but it is important to note that they are not the same. Event rules should not be
used to determine eligibility.
Event Trigger
You use triggers to tell the system that when a change takes place to certain data (an event), it
should perform an action automatically. When the event occurs, the system writes a line to a
trigger table. Then when it’s time for the action, the system reads the data from the trigger
table and performs the appropriate action.
EW (Enterprise Warehouse)
See PeopleSoft Enterprise Warehouse.
See also PeopleSoft Enterprise Performance Management (EPM).
Expected Losses
In the financial services industry, the amount the institution predicts it will lose in portfolio
value. Loan loss reserves are set aside to cover the expected losses.
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Excepted Service
As defined by 5 USC 2103, the Excepted Service consists of those civil service positions that
are not in the competitive service or Senior Executive Service.
Exception
User or system delivered, defined conditions applied to scheduled, reported or payable time
that require audit or review (see Time Management)
Exception Rules
A rule (s) that is applied to scheduled, reported time, and payable time in order to determine
conditions which require audit or review (see Time Administration).
Exception Severity
The degree of importance associated with an exception. For example, in exception which is a
result of an employee clocking in late may have a Medium severity, while an exception which
is a result of an employee not clocking in has a High severity (see Time Management).
Exception Time Reporting
A method of time reporting where only differences to the schedule are provided (see Time
Reporting).
Excess Plan
A pension plan where the benefit formula provides an increased benefit for Final Average
Earnings above a specified integration level. This compensates for the fact that Social
Security benefits are based only on earnings up to a specified maximum.
Exchange Rate Variance
In PeopleSoft Cost Management, the change in currency exchange rate between the time the
item is received into inventory and vouchered in Accounts Payable.
In PeopleSoft Payables, a matching feature that compares the exchange rate on the purchase
order and the invoice and then copies any variance to PeopleSoft Inventory tables for analysis
and accounting purposes.
Exclusive Pricing
Supersedes all pricing structures in effect for customers and products, except Buying
Agreement, and enables you to drive pricing with a promotional structure. Exclusive pricing
can be set up for a specific time frame and associated with particular orders.
Executive Schedule (EX)
Compensation and pay plan used by the Executive Branch of the federal government.
Statutory pay limits are derived from several of the pay levels within this plan and imposed on
the General Schedule and other existing pay plans throughout the Federal government.
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Exercisable
The option shares that are available to the optionee to exercise.
Exercise
The transaction in which an individual purchases or “exercises” the right to purchase the
option shares. The IRS refers to the purchase of company stock in an employee stock
purchase plan as an exercise.
Exercise Date
The date on which an individual purchases underlying shares from and option grant or
transacts a simultaneous purchase and sale of underlying option shares through a cashless
exercise and collects option profit in cash or shares.
Exercise Price
The price per share required to exercise a stock option.
Exercise Proceeds
Cash, stock or other recognition received by a company as a result of option exercises,
including cash or stock paid by individuals to exercise options and cash company tax savings
from deducting non-statutory option profits at exercise.
Expense Location
Geographic area defined to enable the recording, tracking, and reporting of expense activity.
Expense Location Amount
Authorized spending defined for an expense type in a particular expense location and
currency.
Expense Location Group
Collection of expense locations based on a common classification such as state, country, or
continent.
Expense Type
Means of itemizing various kinds of business expenses. Examples are hotel, dinner, or ground
transportation.
Expense Type Edit
User-defined requirement that mandates input of additional data—such as an airline ticket
number or number of nights in a hotel—when an expense type is selected in an expense report.
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Expense Type Group
Expense types that are classified together for reporting and tracking.
Expensed Item
Non-inventory item which may represent software, manuals, documentation, or any item for
which no quantity on hand is maintained, but which can be specified on a bill of material
(BOM). Expensed items can only exist as components on a BOM and cannot have a BOM,
routing, or production area/item definition.
Expiration
The process by which the outstanding shares of an option cease to be exercisable, generally at
the end of the option term. The length of the option term and the date of expiration are
established in the Grant Agreement.
Expiration Date
In PeopleSoft Inventory, the date a lot exceeds its Shelf Life and is no longer acceptable for
fulfillment or consumption. (Expiration Date = Creation Date + Shelf Life)
Expiration Date
The last day of an option term in which the option is canceled and no longer exercisable.
Expiration Grace Period
When you enter a stock action allows the exercise of the already vested shares as of the action
date, the system will calculate the date these shares expire based on the grace period defined
on the Stock Action Rules page for that stock action. The system will automatically cancel
vested shares not exercised at the end of the expiration grace period.
Express Customer
A customer for whom the minimum necessary information is entered.
Expressions
Expressions enable you to create pseudo-columns made up of mathematical calculations based
on actual fields on a table. Since expressions are resolved at run-time, duplicate information is
not stored on the database.
Express Order
An order entry shortcut in PeopleSoft eStore and Mobile Order Management whereby the
customer populates the shopping cart and goes directly to the order summary to checkout,
bypassing any billing or shipment modification screens. Billing and shipping information
defaults in as previously entered.
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External Data
Data from external sources. For instance, in PeopleSoft Workforce Analytics, external data
may include third party salary surveys and benchmark metric surveys.
External Scheme
In the United Kingdom an External Scheme is a vocational training, education and job
placement program involving an employee, an employer and the government.
External System
Any system that is not directly compiled with the PeopleTools servers.
Extra Time
Any hours worked outside of an employee's normal (scheduled/shift) hours or days. Extra
time may be scheduled in advance of when it is worked, and may be subject to special
compensation rules. It may be treated differently than standard time for purposes of Benefit
Entitlement and Administration.
Extraction
A reusable query that specifies what information should be retrieved from the Quality
database.
Extract-Transform-Load (ETL)
The extraction and transport of data from one server to another remote server. In PeopleSoft
budgeting ETL specifically refers to the process by which financial and human resource data
is extracted from PeopleSoft Financials and HRMS and transferred to the PeopleSoft
Enterprise Warehouse which PeopleSoft Budgeting uses to access and record data
transactions. Within PeopleSoft Enterprise Warehouse, data migration typically refers to
information moved from outside sources into the Operational Data Store tables.
Extrinsic Rewards
Tangible rewards that can be given to the individual. Typically categorized as financial and
non-financial rewards. Financial rewards would include direct compensation, indirect
compensation and deferred compensation. Non-financial rewards are provided to the
individually and viewed as a benefit by the individual based on the culture of the organization
such as the size or location of one’s office.
In PeopleSoft Workforce Analytics, tangible rewards given to an individual. Typically
categorized as financial and non-financial rewards. Financial rewards would include direct
compensation, indirect compensation and deferred compensation. Non-financial rewards are
provided to the individually and viewed as a benefit by the individual based on the culture of
the organization such as the size or location of one’s office.
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F
Fact
Facts are numeric data values from fields from a source database as well as an analytic
application. A fact can be anything you want to measure your business by, for example,
revenue, actual, budget data, or sales numbers. A fact is stored on a fact table.
Fact Table
A fact table is where facts are stored in the PeopleSoft Enterprise Warehouse.
Fair Labor Standards Act (FLSA)
A federal regulation governing several time and labor issues. FLSA Overtime requires that all
nonexempt employees be paid at a rate of time-and-one-half for all hours over 40 physically
worked during a workweek. This requirement may be superseded by state or local laws when
the lesser law is to the greater benefit of the employee, or by union contract. An FSLA
Workweek is a permanently established, regular workweek for a group of employees.
Fair Market Value (FMV)
The price of a company stock based on the current market value as determined by supply and
demand, or a valuation method. The stock market sets the fair market value for a public
company. For a private company the fair market value is more subjective, but typically
determined by financial factors or set by an outside valuation company.
Fair Market Value Tracking Methods
Methods used to track and report trading activity on various exchanges (i.e. NYSE, AMEX,
NASDAQ, etc…).
Family Medical Leave Act (FMLA)
A federal regulation that protects health benefits and job restoration for employees who must
take a leave from work to care for themselves or family members. FMLA regulations contain
provisions regarding employer coverage, employee eligibility and entitlement, notice and
certification, continuation of health benefits, and job restoration. PeopleSoft Benefits
applications offer FMLA Plans that help employers and employees determine FMLA
eligibility and schedule and track FMLA leave requests.
Federal Employee Group Life Insurance Program (FEGLI)
Generally, if the employee has Federal retirement coverage or is on a temporary appointment
exceeding one year, he/she is eligible to participate in the FEGLI program. Once eligible,
he/she is covered automatically for Basic Life Insurance and premiums will be deducted from
gross salary unless coverage is waived within the first period of eligibility. The program
offers Basic Insurance coverage and three types of optional coverage: Option A (Standard),
Option B (Additional), and Option C (Family).
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Federal Employee Pay Comparability Act (FEPCA)
This law provides a structure and methodology to determine and authorize locality-based pay
adjustments to Federal employees in order to elevate their basic pay to be commensurate with
private sector employees working in the same occupations in the same geographic localities.
It also includes a feature to authorize agencies to make advance salary payments to attract
candidates for open positions which have consistently been hard-to-fill in certain geographic
areas.
Federal Employees' Compensation Act (FECA)
This law provides compensation and medical benefits to civilian employees of the United
States for disability due to personal injury or disease sustained while in the performance of
duty. A feature of this law provides for the continuation of pay (COP) without charge to leave
for up to 45 calendar days due to disability and/or medical treatment following a traumatic
injury. Employees file claims with the U.S. Department of Labor, Office of Worker's
Compensation, which adjudicates the claims and compensates the employing agencies for the
employee's pay and benefits during the claim period.
Federal Employees Health Benefits (FEHB)
Generally, the employee is entitled to coverage by the FEHB program if appointed to a
position with Federal retirement coverage or has been on the rolls on a temporary appointment
for more than one year. The Federal employer shares the cost of the premium (about 75%);
actual premiums depend on the plan selected. If under a temporary appointment, the
employee pays both the employer and employee shares. If the position is part-time, the
employee pays the employee share and a portion of the employer’s share.
Federal Employees Retirement System (FERS)
A retirement plan available to employees of the federal government. FERS covers all
employees appointed to a position in the federal government after January 1, 1987. Coverage
includes Social Security, a basic annuity plan, and a TSP.
Federal Employer Identification Number (EIN)
Used to identify the tax accounts of businesses. Businesses, which have employees or operate
business as a partnership or corporation, must obtain an EIN.
Federal Insurance Compensation Act (FICA)
Employee and employer contributions to Social Security.
Federal Reserve Transit Number
A unique identifier for U.S.-based banks, allowing banks to transfer funds within the Federal
Reserve system.
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Feeder Line
A type of production line replenishment used in PeopleSoft Flow Production. If you are using
feeder line replenishment, smaller production lines create subassemblies that feed directly to
your production line.
FEGLI Living Benefits Act
Beginning 7/25/95, a Federal employee who is terminally ill may elect to receive a lump-sum
payment equal to the full amount of basic life insurance only, or a limited portion designated
in multiples of $1000. An election to receive this benefit is irrevocable; the individual is
considered terminally ill if his /her life expectancy is 9 months or less.
FICA (Federal Insurance Contributions Act)
FICA consists of both a Social Security (retirement) payroll tax and a Medicare (hospital
insurance) tax. The tax is levied on employers, employees, and certain self-employed
individuals.
Fictitious Calculations
Fictitious calculation rules perform temporary calculations. A fictitious calculation is a subcalculation run during a normal calculation to determine a net that would have been computed
if certain parameters were used. This result is then used for further processing in the normal
calculation. A fictitious calculation is always started from inside a normal calculation, run for
one payee, and run for a specified set of periods.
FIFO (First In First Out)
Method used by companies to record Disqualifying Disposition Income. If a company uses
this method they record the optionees disposition of shares by attributing the shares to the
earliest exercise, purchase or release dates for which shares remain available for sale.
Fill-In Employment
Employment held by persons during the time period after leaving their regular occupation in
anticipation of, but before entering, military service.
Filter
A filter creates a subset of information. Filters are used in templates to limit your information
from a pick list of attribute values.
Final Average Earnings (FAE)
The PeopleSoft Pension Administration function that averages earnings from a specified
period of an employee’s career. The result is used as a component of the pension benefit
formula.
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Final Forecast
The final forecast is the prorated version of the adjusted forecast, summarized to all levels of
the product hierarchy. This is the best-guess version of the forecast that is used to make all
decisions dependent on the forecast.
Final Table Merge Engine
Final Table Merge Engine is used by the PeopleSoft Enterprise Warehouse; it moves enriched
data from one table into another. When you run a job in a jobstream, the immediate results are
stored in temporary tables. At the end of the jobstream, the Merge Engine runs and merges
the output temporary tables into the final tables, where processing can continue.
Financial Accounting
The accounting for a business entity’s assets, liabilities, revenues, and expenses to determine
its net worth and to produce financial statements. Within Generally Accepted Accounting
Principles, a business has some latitude as to when and how to record its financial
transactions, as long as it continues to meet its legal and regulatory requirements. A business’
financial accounting requirements are not necessarily the same as its cost accounting
requirements. The one should not be mistaken for the other (i.e. the extent to which a
company’s financial accounting system meets its cost accounting needs depends on how it has
chosen to describe its chart of accounts and the level at which it has chosen to record financial
transactions.
Financial Instrument
In the financial services industry, a specific product or service sold by a financial institution to
its customers. In terms of the reporting hierarchy, a product falls under a ledger account,
while an instrument falls under a product. A product may be treated like a generic description
or category, while an instrument is a specific instance of a category.
Financial Performance Measures (FPM)
For the financial services industry, the Financial Performance Measures program performs
calculations on financial instruments based on the rules defined in the Financial Calculation
Rules module, and using input from the Cash Flow Generator, Stratification engine, Product
Pricing, and Curve Generator. Its calculations include: measures of duration, option-adjusted
spread and option-adjusted cost for PeopleSoft Funds Transfer Pricing, and Monte Carlo
simulation for PeopleSoft Asset Liability Management.
Financial Product
In the financial services industry, a product or service sold by a financial institution to its
customers. In terms of the reporting hierarchy, a product falls under a ledger account, while
an instrument falls under a product. A product may be treated like a generic description or
category, while an instrument is a specific instance of a category.
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Financial Services Instrument
In the financial services industry, products created by financial institutions and sold to retail
customers. Product prices and interest rates are set by the financial institutions and take into
account its customers’ behavioral models.
Financial Statement Simulation
A facility within Planning & Simulation which establishes rules for simulating future period,
or pro-forma, financial statements. The user defines corporate financial policies, such as
corporate tax rates, dividend distribution frequency, and force balancing rules, which are then
applied to cash flows for a given future accounting period. The Financial Statement Simulator
engine drives costs and revenues to accounts on PF_LEDGER_F00 via a scenario.
Financials Warehouse
See Warehouses.
First Year Amount
See 1st Year Amount.
Fixed Basis
The basis option enables you to create the data for the Basis online, as part of the rule. Fixed
Basis is used with the Allocation Manager only. It is available with all methods except when
Period-Based Allocation is being used. The Fixed Basis is a predetermined table that can be
populated online.
Fixed Offering
The offering type is fixed when the end date of each offering is the same for all employees
regardless of the employee’s grant dates.
Fixed Percentage
A fixed percentage value. The source pool amount will be split based on this percentage to get
the target amount. Used with the Allocation Manager.
Fixed Period Requirements
In PeopleSoft Enterprise Planning and Production Planning, a lot-sizing technique that sets the
order quantity to the demand for a given length of time.
Fixed Picking Bin
A dedicated picking location for an inventory item. Fixed picking bins are replenished from
bulk locations when the available quantity falls below the optimal quantity.
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Fixed Plan
A stock purchase offering period where the ending offering date will be the same as the
purchase date. Eligible employees will always purchase stock on the specific purchase dates
and by the purchase rules you define.
Fixed Quantity
An Inventory Policy method that defines a fixed amount of an item to be ordered to meet
replenishment needs. This method can be selected as an inventory policy for order quantity,
safety stock, Reorder Point, and minimum and maximum parameters.
Fixed Source
The fixed source option enables you to create the data for the Source online, as part of the
rule. Fixed Source is used with the Allocation Manager only. It is available with all methods
except when Period-Based Allocation is being used. The Fixed Source is a predetermined
table that can be populated online.
Flexible Credit
Any credit associated with a given benefits program, plan, or type of coverage. Credits based
on an entire program can be applied toward the benefit costs however the employee chooses.
Flexible Hours
Hours during the workday, workweek or pay period during which a time reporter covered by a
flexible work schedule may choose to vary his times of arrival and departure from the
worksite (see Scheduling)
Flexible Spending Account (FSA)
An account to which an employee and (optionally) an employer pledge an annual amount for a
plan year. The employee then submits claims for authorized expenses.
Flexible TimeSpan
A user-defined period into which costs can be collected. Flexible TimeSpans can be as long
or as short as you like—covering multiple years or a single day. The main purpose of Flexible
TimeSpans is to assist you in analyzing costs.
Flexible Work Schedule
A method of scheduling a time reporter’s time that is based on a range of flex hours of start
and stop times and core work hours. This method can be used for scheduling clock and
elapsed time reporters (see Scheduling)
FLSA Status
A PeopleSoft Human Resources term that is used to indicate whether a job is exempt or
nonexempt according to the Fair Labor Standards Act. All employees associated with a
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particular job will receive that job’s FLSA Status. FLSA Status is an eligibility determination
factor for PeopleSoft Benefits Administration.
Forecast Attribution
A FSI (financial services industry) transformation process through which forecasted product
originations are pooled and run through the cash flow engine for future periods.
Forecast Calculation Process
In PeopleSoft Demand Planning, the process by which a Statistical Forecast is generated for
each item at each level of the view. When a Forecast Item is set to recalculate, the system
tries several forecast calculation methods and picks the one with the least amount of error.
This process also makes adjustments for promotions and filters for abnormal demand.
Forecast Definition
Forecast definitions are a set of forecasting rules that generally govern multiple forecasts
distinguished by key properties such as products, customers, channels, and so forth.
Forecast Element
Each forecast within a single definition is called a Forecast Element.
Forecast Fulfillment
In PeopleSoft Demand Planning, a process used to manage forecasted demand over a period of
time. The process makes it possible to divide the total forecast demand into portions so that
certain portions can be met, even if the total forecast cannot be met entirely.
Forecast Item
In PeopleSoft Demand Planning, a logical item used as the basis to forecast demand. The
components of a forecast item key are defined for each level in a forecast view.
Forecast Level
See Level.
Forecast Period
A period in time as defined by the calendar for which data is processed through the PeopleSoft
Demand Planning model.
Forecast Start Period/Year
Determines the most recent period for which demand data is available for a forecast view.
This period can also be described as the last actual demand period to have had an impact on
the forecast.
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Forecast View
See View.
Foreign Education
Education acquired outside of any state of the U.S., the District of Columbia, the
Commonwealth of Puerto Rico, a Trust Territory of the Pacific Islands, or any territory or
possession of the U.S.
Form 10-K
A form used for annual reports pursuant to Section 13 or 15(d) of the Securities Exchange Act
of 1934 for which no other form is prescribed.
Form 10-Q
A form used for quarterly reports under Section 13 or 15(d) of the Securities Exchange Act of
1934, filed pursuant to Rules 13a-13 or Rule 15d-13. This report, which public companies are
required to file quarterly with the SEC, provides unaudited financial information and other
selected material.
Form 5500 Participant Count Extract
A PeopleSoft Pension Administration data extract containing data that a plan administrator
needs in order to complete IRS Form 5500, used to report on the number of plan participants.
Form S-8
A form used to register securities offered by a reporting company under its employee benefits
plans, including stock option plans. Also called the Registration Statement under the
Securities Act of 1933.
Form W-2
A form used by employers to provide workers with a statement of wages, tips and other
compensation from the previous year. This form, distributed employees by January 31 of each
year, reflects state and federal taxes, social security, Medicare wages, and tips withheld.
Formula
Element which enables you to define your own formulas for use—gives further flexibility to
define complex organizational needs.
Formula Plan
This compensation distribution plan type is based on a pay out rule, as the pay out rule is
defined. The pay out rule can be based on a flat amount, a percentage, or a data element.
Whereas a Target Plan distributes pay out based on a comparison of a performance measure
against a target, in a Formula Plan the pay out is based just on the pay out rule.
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French Professional Elections
French companies employing a certain number of employees must hold elections for selecting
personnel representatives (Délégués du personnel), and members of the Work Council
(Comité d'Enterprise).
Frozen Rate
A rate that is applied to allocate resources to activities in place of the actual, budgeted and
capacity rates calculated by the Activity-Based Management (ABM) Engine.
FTE (Full Time Equivalency)
FTE is the percent of full time the employee should normally work in this job. Full time is
defined by the Standard Hours specified in either the Salary Plan Table or the Default
Standard Hours specified in the Installation Table.
FTP (Funds Transfer Pricing) Adjustments
Adjustments made to the PeopleSoft Funds Transfer Pricing (FTP) base rate, for such factors
as geographic premiums, liquidity premiums, embedded options, or incentive programs.
FTP (Funds Transfer Pricing) Base Rate
In PeopleSoft Funds Transfer Pricing (FTP), this refers to the basic charge or credit that is
applied to a ledger account, a product, or an off-balance sheet position.
FTP (Funds Transfer Pricing)
See PeopleSoft Funds Transfer Pricing.
Full-Time Equivalent
See FTE.
Function
A category of pension calculation. PeopleSoft Pension Administration divides a pension
calculation into nineteen “core functions” such as Service, Final Average Earnings, and
Benefit Formula.
Function Result
The calculation rules for any of PeopleSoft Pension Administration’s nineteen core functions.
These rules match Definitions—the specific parameters for the function—to the Groups of
employees that use that particular definition. Function Result also refers to the value produced
by the rules.
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Fund ID
In the financial services industry, Fund ID is a lookup code used to track investment funds
associated with a financial instrument or account. Provided primarily by the financial analytic
applications to track investment funds for insurance policies.
Funds Transfer Pricing (FTP)
See PeopleSoft Funds Transfer Pricing.
Fungible
This term describes a resource used for multiple activities.
Future Period
Any pay period which is not current and whose close date hasn’t passed (see Time Reporting).
Future Periods
The number of periods of future forecasts maintained by the PeopleSoft Demand Planning
system.
G
Gang Reporting
See Crew Reporting.
General Deduction
Any non-benefit deduction. Examples include charitable deductions, union dues, parking,
garnishments, and bonds. General Deductions are calculated from the General Deduction
Table; Benefit Deductions draw on one of the benefits tables.
General Ledger Distribution
The process and guidelines by which accounting information is transferred from your
PeopleSoft Receivables or Deduction Management system to a general ledger system.
General Schedule (GS)
Compensation and pay plan used by the Executive Branch of the federal government.
Generation Control
Generation control elements allow you to indicate to the system whether to process an element
based upon criteria you define. There are six parameters that control this function and
comprise the definition of the generation control element—HR Status, HR Action/Reason,
Segment Status, Frequency, Formula, and Run Types.
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Generic Conversion Factor
A conversion factor that applies universally between two units of measure. The factor is used
in the conversions between levels of PeopleSoft Demand Planning Forecast Items and
Inventory Planning Policy Item.
Generic Process Type
This term applies to Process Scheduler. Process types are identified by a generic process type.
For example, the generic process type "SQR" includes all SQR process types, such as "SQR
Process," "SQR Report," and so on.
Geo RSZ Code
This code is for Belgian employers to track the geographical location for RSZ codes.
Geographic Location Code
In Canada this code is prescribed by the government and refers to the location a business is in.
Giveaway Adjustment Type
In PeopleSoft Order Management, the price break tables are set up to indicate what product
the user receives as a free premium based on defined quantities or prices. The giveaway item
does not have to be the same product that the customer is purchasing. For instance, you may
set up a price break that indicates that a purchase of 100 widgets entitles the customer to one
or more free T-shirts. The system automatically adds an order line for the free item.
Giveaways cannot be applied to the total order.
Goals Matrix
In PeopleSoft Workforce Analytics, a matrix used to create calculation rules for group or
employee performance goals. You can combine and standardize multiple performance goals
into a single, weighted, goal score, against which actual performance is compared. A Goals
Matrix can be used to in conjunction with a pay out distribution plan called a Target Plan.
Grace Period
A period that is a number of hours or minutes before or after a scheduled punch where a time
reporter’s punch is accepted. For Stock Administration, the period of time an optionee has to
exercise an option after termination and before the option expires.
Grade
A range of pay in a graduated scale that includes positions of different occupational groups.
The work performed should be equivalent as to the level of difficulty and responsibility and
the level of qualification requirements of the work. The levels are established and designated
within a specific pay plan by law or regulation.
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Graduate Education
Successfully completed education in a graduate program for which a bachelor's or higher
degree is normally required for admission. To be creditable, such education must show
evidence of progress through a set curriculum, i.e., it is part of a program leading to a master's
or higher degree, and not education consisting of undergraduate and/or continuing education
courses that do not lead to an advanced degree.
Grandfathered Benefit
A benefit that an employee was entitled to prior to a change in the plan and that defines the
employee’s new minimum level of benefits. The change might be caused by a plan merger,
new legislation, or a plan amendment.
Grant
A contractual right giving an individual the option to purchase a specified number of shares of
stock through an Equity Compensation Plan. Also known as an option.
Grant Agreement
The legal document issued by a company defining the number of shares granted, grant price,
vesting schedule and other terms and conditions of the stock option or stock award.
Grant Date
The date the individual begins participating in a stock purchase offering. The date on which
an option or other award is granted. The date the company enters into the grant agreement.
The underlying stock’s fair market value on this date generally derives the option price.
Grant Price
The price per share at which the stock option was granted. This is the price per share the
individual must pay when exercising the option.
Gross Salary
The sum of an employee’s salary and earnings defined as part of gross salary. The gross
salary is used to calculate budget amounts for benefit plans defined as a percentage of an
employee’s salary.
Gross-up
The process used to calculate taxes and resultant gross pay from a check for an exact net
amount.
Group
In PeopleSoft Billing, a specific term for a posting entity composed of one or more
transactions (items, deposits, payments, transfers, matches, or write-offs).
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Group
Any set of records associated under a single name or variable in order to run various
calculations in PeopleSoft Business Processes. In Time and Labor, for example, employees
are placed in groups for time reporting purposes, while in Administer Variable Compensation,
groups identify which employees are eligible for what forms of compensation. In PeopleSoft
Pension Administration, you’ll use Custom Statements to define criteria for grouping
employees, then by associating calculation rules (Definitions) with specific Groups, you can
vary rules for different classes of employees.
Group Asset
A financial asset with no cost information. It is used to depreciate the sum of the costs of its
associated group member assets.
Group Asset Depreciation
The depreciation of a group asset calculated using an average service life set by a local
regulatory agency and a calculated group depreciation rate.
Group Coverage (Or Generic) Qualification Standards
Standards prescribed for groups of occupational series that have a common pattern of
education, experience, and/or other requirements.
Group Member Asset
A financial asset with cost information. Cost information for all group members of a group
asset is summed up to the group asset level, where depreciation is calculated.
Group Security
The ability to grant or deny access to groups. You can set up group security by Group ID or by
user ID.
Group Security [Time and Labor]
The ability to grant access to employee time, by providing security through Time and Labor’s
groups functionality. For example, you might want your employees to only access their own
records, or allow your supervisors who handle all of the time input for have access to specific
groups. You can restrict the user from accessing everyone, or allow the user to be able to
access only their own records, or only a specific group. This feature also provides the ability
for employees to report their own time.
Group Type
An indicator of the activity that created the billing group: billing, maintenance, payment,
transfers, or unposted.
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H
Handicap Code
A code that identifies a type of physical or mental impairment that substantially limits one or
more of an employee's major life activities.
Hazard/Disposal Code
An inventory item group sharing a disposal routine.
Headcount
The number of people represented by a given Employee Survey record in the PeopleSoft
Enterprise Performance Management product line.
Health and Safety Executive (HSE)
Health and Safety reporting for your UK operations is sent to the local office of the HSE per
the requirements of the RIDDOR (Reporting of Injuries, Diseases, and Dangerous
Occurrences Regulations).
Health Benefits Code
An alpha/numeric code that identifies each Health Benefit plan.
Health Benefits Effective Date
Date the health benefit plan goes into effect or the effective date of cancellation.
Hierarchy
Hierarchy refers to the relationship between the levels in a dimension.
Highly Compensated Employee (HCE)
An IRS employee category applied to employees who are considered “highly compensated”
according to a federally set standard. This distinction is used for the purposes of
nondiscrimination tests, to determine that Section 401 and Section 129 plans do not
discriminate in favor of highly compensated employees.
HIPAA
The Health Insurance Portability and Accountability Act of 1996. PeopleSoft Benefits
applications enable you to comply with this act, which requires that employers provide
Certificates of Group Health Plan Coverage to employees who have their health coverage
terminated. This certificate lists group health coverage an employee had for the twelve month
period prior to the date coverage ended as a result of termination of coverage. The HIPAA
certificate will be used by subsequent health coverage carriers to evaluate pre-existing
condition clauses, if applicable.
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Historical Periods
In PeopleSoft Demand Planning, a component that indicates the maximum number of periods
of historical demand maintained for a Forecast Item within a Forecast View. Historical
periods must be a minimum of two years in order to support the development of seasonal
models based on an item’s demand history.
Historical Rules
An element used to set up rules that retrieve data from prior periods. Historical rules can be
used in formulas and fictitious calculations.
Historical Usage Calculation Method
In PeopleSoft Inventory Planning, a method that defines the set safety stock or minimum
inventory level. The usage is based on the review of historical demand over the number of
effective periods. The historical demand quantity is determined by one of four methods;
maximum possible usage, Lead Time, estimated daily or period use, and static values
calculations.
Hold Grade/Step
Grade/step the employee was in prior to receiving a temporary promotion.
Hold Last Equivalent Increase (LEI)
Date held by an employee for this event prior to receiving a temporary promotion. Necessary
in order to establish the WGI due date if returning to original grade/step.
Hold Position Description
The new position description number that is the result of a reclassification action prior to the
NOA being processed.
Hold Purchase
A flag that tells the system to keep this participant in the purchase process. The hold flag is
maintained at the contribution page.
Hold Within Grade Increase (WGI) Due Date
WGI due date prior to an employee receiving a temporary promotion.
Holding Period
Typically refers to the holding period required for ISO’s and Qualified Section 423 Purchase
Plans, to receive preferential tax treatment on a disposition of shares. See Disqualifying
Disposition.
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Hours Counting Service
A service calculation that uses actual or generated hours to determine the service credited to a
pension plan participant.
Hours Equivalence Service
A service calculation that uses hours to determine service, but that uses a set number of hours
per day, week, or other period worked rather than counting actual hours.
HR Action/Reason Category
A group of related job actions—for example, hire and rehire—treated similarly for pension
purposes in PeopleSoft Pension Administration.
HRMS Warehouse
See Warehouses.
I
Ignore Plan
Complex event processing feature of PeopleSoft Benefits Administration that enables the user
to designate plan types linked to a particular Event Rules/Event Classification combination as
being unaffected by Benefits Administration processing.
Ignore Violations
The ability to report over capacity violations but not to score or repair them during the
optimization process.
Imputed Income
Theoretical income that a company pays on behalf of an employee but the individual does not
actually receive. This “theoretical income” must be added to the employee’s gross wages. In
general, imputed income refers to the value of excess Group Term Life or Dependent Life
coverage.
In Punch
Indicates start of a shift.
In the Money Option
When the fair market value of the stock is greater than the grant price of an option.
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INAIL code
In Italy, the INAIL code is used to classify jobs according to the level of risk associated with
the job and the related risk insurance required by the employer. INAIL codes are defined by
the employer.
Incentive Pay Plans
In PeopleSoft Workforce Analytics, pay plans that are formula-driven based on the expected
results defined at the beginning of a performance cycle. Incentive plans are designed for the
individual worker, or for group levels such as teams, business units, divisions, or companywide. Incentive plans are used for a variety of reasons; including cost control, alignment of
employee and shareholder interests, and increased focus on specific performance indicators.
Incentive Plans
Pay plans that are formula-driven based on the expected results defined at the beginning of a
performance cycle. Incentive plans can be designed for the individual worker or at group
levels such as teams, business units, divisions or company wide.
Incentive Stock Option (ISO)
For an option to be considered an Incentive Stock Option, it must have the following
characteristics:
•
The option must be granted pursuant to a plan which includes the aggregate number of
shares which may be issued under options and the employees (or class of employees)
eligible to receive options, and which is approved by the stockholders of the granting
corporation within 12 months before or after the date such plan is adopted;
•
The option must be granted within 10 years from the date such plan is adopted, or the
date such plan is approved by stockholders, whichever is earlier;
•
The option is not exercisable after the expiration of 10 years from the date such option
is granted;
•
The option price is not less than the fair market value of the stock at the time such
option is granted;
•
The option is not transferable by such individual otherwise than by will or the laws of
descent and distribution, and is exercisable, during his lifetime, only by him, and;
•
The optionee, at the time the option is granted, does not own stock possessing more
than 10% of the total combined voting power of all classes of stock of the employer
corporation or of its parent or subsidiary corporation.
Incomplete Punch
A punch that cannot be processed (i.e. missing employee ID, invalid date or time).
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Incremental Budgeting
A budgeting option during budget development that uses prior year actual or budget values as
a basis and then applies a percentage that increments the base. PeopleSoft Budgeting-specific.
Incumbent
An employee currently assigned to a position.
Indirect Compensation
Typically involves non-cash types of compensation awarded to the individual in exchange for
their contribution to the organization. Common types of indirect pay include health and
welfare benefits (for example, medical, dental, vision, long-term disability, short-term
disability, unemployment insurance), payment for time not worked (for example, holiday,
vacation, sick), and employee services and perquisites (for example, club memberships,
parking, holiday gifts).
Indirect Cost
A cost that is assigned by management to an activity or a cost object. An example is the cost
of office space assigned to an activity.
Individual Occupational Requirements
Requirements, e.g., experience or education, for particular occupational series of positions
within a series and are used in conjunction with a group coverage (generic) standard.
Individual Retirement Record (IRR)
Used by the Office of Personnel Management (OPM) as the basic record for determining the
retirement benefits payable to separated federal employees and their survivors. Employees
covered by the CSRS retirement plan require SF-2806. Employees covered by the FERS
retirement plan require SF-3100. In addition, the SF-2806-1 and SF-3101 are used for
corrections to the IRR. See also Correction to IRR.
Inherit Control Group Policies
In PeopleSoft Inventory Planning, a feature that controls whether the policy for an item is set
explicitly or defaults from the associated Policy Control Group. A series of check boxes
enable you to define which policies to inherit.
Initial COBRA Events
The event which makes an individual eligible for COBRA coverage. Typical initial COBRA
events include loss of benefits eligibility due to termination, reduction in hours, retirement,
and military leave, as well as divorce, death of employee, and Medicare entitlement. See
COBRA and Secondary COBRA Events.
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INSEE (National Institute for Statistical and Economical Studies) Codes
INSEE is an official statistics and economics organization in France. INSEE codes for your
French company's organizations are used in regulatory reporting.
INSEE PCS (Classification par Catégorie Socio-Professionnelle) Code
Each PeopleSoft Human Resources French Jobcode is linked to a four-digit INSEE PCS, or
social/professional classification code.
In-Service Date
In PeopleSoft Asset Management, the date upon which an asset is placed in service. Inservice date is used in conjunction with an asset's prorate convention to determine Begin Depr
Date.
Inservice Placement
Includes a noncompetitive action in which a position is filled with a current or former
competitive service employee through promotion, reassignment, change to lower grade,
transfer, reinstatement, reemployment, or restorations. Inservice placement also includes
noncompetitive conversion f appointees whose Federal excepted positions are brought into the
competitive service under Title 5 CFR 316.702, and Department of Defense/Nonappropriated
Fund (DOD/NAF) and Coast Guard NAF employees whose positions are brought into the
competitive service.
Insider
An officer, director or principal shareholder of a publicly owned company and members of his
or her immediate family. This category may also include other employees of the company and
people who obtain nonpublic information about the company.
Insider Trading
When a person trades a security while in possession of material non-public information in
violation of a duty to withhold the information or refrain from trading. The securities law
broadly prohibits fraudulent activities of any kind in connection with the offer, purchase, or
sale of securities.
Instance
A row of data on the Positive Input table. Instances of positive input can be entered manually,
or can be system generated. They can also be received from other applications, such as
PeopleSoft Time and Labor.
Integration Level
The salary level in a defined benefit excess plan at which a higher benefit rate becomes
applicable. For example, the following formula uses a $10,000 integration level: 1% of Final
Average Earnings up to $10,000 plus 1.75% of Final Average Earnings over $10,000.
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Integration Template
A high-level template that defines the integration between PeopleSoft Projects and your other
financial applications. Each integration template you create defines a specific set of business
units from your other financial applications. Each project is then assigned an integration
template containing this preset integration information. You can use Integration Templates to
set up joint ventures, and new transactions added to that project will reflect the business units
defined in the integration template.
Intensity
The cost for each unit of the activity driver.
Interest
Some companies pay interest on the monies that are being withheld from employees’
paychecks. The interest plus the employees’ stock purchase contributions are used to
purchase stock at the end of the purchase period.
Interest Rate Modeling
An FSI feature that allows you to model interactively interest rate scenarios for Asset Liability
Management, and to run rate scenarios and analysis in real time.
Interest Rate Sensitivity Model
In the financial services industry, this support module describes in granular terms how a group
of customers holding a specific type of instrument with a particular interest rate will respond
to changes in interest rates in the market.
Interface Loader
An SQR delivered with PeopleSoft Asset Management that is used to transfer load lines into
the PeopleSoft Asset Management loader tables.
Internal Data
Data from PeopleSoft ERP systems, or other legacy ERP systems used by your organization.
Interpolation
To calculate a value of a function, or series, between two known values.
Interunit Account
The account for each business unit to which other business units in the same corporation refer
when they need to distribute amounts across business units. These accounts are used to keep
the individual ledgers in balance when a single transaction affects multiple business units.
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Inter-Unit Drivers
Drivers that provide a means of establishing relationships between the cost objects of one
organization with the supporting activities of the organizations that share business units and
models.
Interunit Transaction
A transaction that involves moving amounts from an account in one PeopleSoft General
Ledger business unit to an account in another General Ledger business unit.
InterUnit Transfer
A transfer that occurs between different business units.
IntraUnit Transfer
A transfer that occurs within one business unit.
Intrinsic Rewards
A reward that is generated by the worker internally such as job satisfaction, as opposed to
Extrinsic Rewards which are tangible rewards.
Inventory Adjustment
A process that enables you to change the quantity of an item in the inventory system to match
the actual physical quantity found in the Storage Location.
Inventory Business Unit
Usually a warehouse. You establish a separate inventory business unit (IBU) for any one of
the following reasons: 1) You want on hand visibility to a specific location of your business
that manages inventory. 2) You want to define replenishment rules for a specific location of
your business that manages inventory. 3) You maintain standard and average costs in a
specific location of your business that manages inventory.
Inventory Cost Element
A cost that can be associated with inventory items and inventory transactions. Examples
include freight, overhead, and transportation. Each cost element has a unique cost code.
Inventory Item
A tangible commodity that is stored in an Inventory business unit (Ship From warehouse).
Inventory Location
See Storage Location.
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Inventory Policy
In PeopleSoft Inventory Planning, a set of rules that controls how inventory policy values are
calculated for items. Inventory policy is defined at the Policy Control Group and
stockkeeping-unit levels. The elements that make up inventory policy are order quantity,
safety stock, Reorder Point, and minimum and maximum policies.
Inventory Transaction
An event that moves inventory into, within, or out of the inventory business unit. Examples
include material transfers, inventory adjustments, and standard issues.
Inventory Transaction Group
An identifier that categorizes transactions by type for costing purposes. For example, you can
group all types of interunit transfers together.
Invoice Format Identifier
An identifier for the formatting options that determine the sorting and summarization levels of
invoice information.
IRC 423 (Internal Revenue Code 423)
The section of the IRC that defines a Qualified Employee Stock Purchase Plan.
IRR Fiscal Data Accumulation
This report accumulates all retirement deductions for employees, as well as any LWOP and
any basic pay that was received when an employee was not covered by the CSRS or FERS
retirement plans.
IRR Remarks
Special remarks that are documented on an employee's IRR. IRR Remarks can be set up
ahead of time and can be system-entered text or employee-specific.
IRR Status
IRRs can be in pending or final status. Those in pending status can be updated and corrected.
A final status indicates that the IRR has been processed and can't be updated or corrected
except through a Correction IRR or a Supplemental IRR.
IRR Worksheet
A preliminary IRR form that enables an agency to print a pending IRR for a separated
employee, review it and make corrections, if necessary. Agencies can also use the IRR
Worksheet to view a current IRR for an active employee.
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ISO IRS $100K Limit
The limit the IRS places on the exercisable value of Incentive Stock Options (ISOs) of $100K
per calendar year based upon the fair market value at the time of grant (Section 422 of the
Internal Revenue code).
ISO to NQ Grace Period
The period of time after which an Incentive Stock Option is treated as a Non-Qualified Stock
Option for tax purposes upon the termination of employment according to Internal Revenue
Code Sections 421 and 422. Depending on the termination reason the option is treated:
•
If the termination reason is for any reason other than death or disability, and an
exercise occurs more than three months from the termination date, the system
withholds taxes as if the option is a non-qualified stock option.
•
If the termination reason is disability, the system withholds taxes if an exercise occurs
more than twelve months from the termination date.
•
If the termination reason is death, the system always treats the option as an ISO.
Issue
See Material Issue.
Issuer
A legal entity that has the power to issue and distribute a security.
Item
See Inventory Item Planning Item or Receivables Item.
Item Content Provider
Third-party software consisting of web-based catalogs of item and price information. These
systems benefit the design and purchasing of new products by accelerating item location,
maximizing design reuse, and reducing acquisition costs. PeopleSoft Purchasing,
Engineering, and Inventory integrate to Item Content Providers, and the information is used by
many other PeopleSoft applications.
Item Rounding Rules
A set of rules determining how fractional values are rounded so that calculations result in
whole numbers. Rounding rules are used in conjunction with Quantity Precision Rules.
Item Simulation
In PeopleSoft Demand Planning, a process that enables you to interact with the forecast in a
manageable manner and perform "what-if" analysis by comparing the effects of different
forecast models.
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Item Type
An identifier that defines inventory items at a very high level, and may include sets of Item
Families. For example, the families Computer Items and Office Furniture might be
categorized by types like Outside Manufacturing, Finished Goods, and Work In Progress.
Item-Specific Conversion Factor
A conversion between the same two units of measure when the measurements have a different
value for an item. For example, a conversion between packaging unit and stocking unit.
Iterative Processing
Refers to a concept on only re-calculating those payees who have had changes and need to be
recalculated (if you choose to run your payroll multiple times before actually finalizing it).
This concept saves you a lot of time as you only have to recalculate those payees who have
had a data change or who you indicate you would like to be recalculated.
J
Java Server Handlers (JSH)
The JSH manages network connectivity, making service requests from the Jolt Repository,
and translating Tuxedo buffer data into the Jolt buffer.
Java Station Listeners (JSL)
The JSL handles the work of the client connection, tracking client messages, and session
handoff.
Job Code
An ID for a job as defined on the Job Code table.
Job Code Components
The pay components assigned to a job code by associating rate codes with job codes on the
Default Compensation page or the Non-Base Compensation page of the Job Code table.
Job Code Cost
Evaluation of salaries for specific job codes.
Job Compensation Rate
The compensation rate of the corresponding job row.
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Job Events
Actions relevant to an employee’s employment—such as a hire, transfer, or termination—that
can affect benefit program or plan eligibility. Used by PeopleSoft Benefits Administration.
See Event Class.
Job Order Cost Accounting
A cost accounting method that attempts to develop a discrete cost for each job performed or
product produced. Only the material, labor, and overhead required to complete the job are
attributed to the job cost.
Joint and Survivor Payment Option
A form of pension payment in which benefits are paid for the life of the participant and a
beneficiary. Should the beneficiary outlive the participant, the benefit continues (often in a
reduced amount) for the life of the beneficiary.
Joint Staffing Report
In the United Kingdom governmental agencies are required submit the Joint Staffing Report.
Although it is mainly designed for government sector organizations, commercial organizations
may also use this SQR to provide a summary of their staffing by department, job code, gender
and full/part time employment status.
Jolt
A BEA/Tuxedo companion product that runs on an application server domain and is used to
listen for Web Client Java requests and transfer them to Tuxedo.
Journal Code
The second highest level of three categories for defining a financial transaction (or document),
necessary when using document sequencing. Examples of journal code are domestic sales and
export sales. This category is preceded by journal type and followed by document type.
Journal Generator Template
A table containing defaults to be used in journal generation. PeopleSoft Asset Management
and Billing require one journal generator template for each transaction type.
Journal Line
A record storing a double-sided, balanced entry for a given journal. A single journal usually
includes multiple lines. The sum of the monetary amounts for the journal lines in one journal
totals zero (debits = credits).
Journal Template
A list of the characteristics of the general ledger journal entries that will be created from your
PeopleSoft Receivables system.
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Journal Type
The highest level of three categories for defining a financial transaction (or document),
necessary when using document sequencing. Examples of journal types are sales journal and
purchase journal. This category is followed by journal code, then document type within the
journal code.
Journal Voucher
A PeopleSoft Payables voucher that enables you to make accounting entry modifications
while keeping your PeopleSoft General Ledger and Payables systems in sync. Like the
adjustment voucher, the journal voucher is linked to an existing voucher.
K
Kanban ID
A unique identifier used to track Kanban cards and replenishment requests when using
PeopleSoft Flow Production.
Keep Ledgers in Sync
An option in PeopleSoft General Ledger that defines how a transaction should be posted—to
all ledgers in a ledger group as opposed to only a single specified ledger.
Key
See ChartKey.
Key
One or more fields that uniquely identify each row in a table. Some tables contain only one
field as the key, while others require a combination.
Key Performance Indicator (KPI)
KPI is used by the PeopleSoft Performance Management analytical applications. KPIs are
high-level measurements of how well an organization is doing in achieving critical success
factors. A KPI defines the data value or calculation from the Data Warehouse tables upon
which an assessment is determined.
KPI (Key Performance Indicator)
See Key Performance Indicator.
Knowledge, Skills, And Abilities (KSA)
Also known as Competencies, these are attributes required to perform a job and are generally
demonstrated through qualifying experience, education, or training. Knowledge is a body of
information applied directly to the performance of a function. Skill is an observable
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competence to perform a learned psychomotor act. Ability is competence to perform an
observable behavior or a behavior that results in an observable product.
L
Labor Costs
Actual expenditures associated with salary portion of time reporter expense.
Labor Dilution
A process that occurs after the Labor Distribution process in PeopleSoft Time and Labor. The
labor dilution process takes the costs that the payroll system has calculated for payable time,
determines an average or rate per hour, and applies the average amount evenly across all
reported hours for the day.
Labor Distribution
The process of distributing payroll expense to the corresponding payable time entries
generated in PeopleSoft Time and Labor.
Labor Distribution Amount
An actual labor cost associated with reported time.
Last Equivalent Increase (LEI)
Reflects the effective date of the last step received in grade or the last promotion, whichever is
most current (does not include QSI). Used as the basis to establish an employee's WGI due
date.
Last Physical Counting Event
The last date the inventory item was counted. This information is stored with each inventory
item.
Last Purchase Date
The item's most recent purchase date in the inventory business unit.
Last Putaway Date
The item's most recent putaway date in the inventory business unit.
Last Putaway Document Number
The item's most recent putaway document identification number in the inventory business
unit.
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Last Receiving Date
The item's most recent receipt date in the inventory business unit.
Last Shipping Date
The item's most recent ship date in the inventory business unit.
Last Shipping Document Number
The item's most recent shipping document identification number in the inventory business
unit.
Law Enforcement Officers (LEOs)
Positions within the Federal government involving law enforcement. Under FEPCA, many of
these positions are entitled to additional special pays.
Lead-Time Estimated Usage
An inventory planning method for calculating historical usage of an item. The historical
demand is prorated on a daily basis and then multiplied by the number of days lead time for
each effective historical period. The maximum period value is then used as the safety stock or
minimum stock level. This method should be used for items that have a steady demand
pattern throughout each period.
Lead-Time Period Usage
An inventory planning method for calculating historical usage of an item. The purchase lead
time is rounded up to a specified number of periods. The historical demand is calculated as the
maximum usage during these periods and the safety stock or minimum-stock level is set to
this value.
Leave
Time entitled to an employee as a benefit, such as, Sick, Vacation, STD, and LTD. This
process is managed by HRMS (see Time Reporting).
Leave Accrual Processing
Processing of leave accruals is used to maintain employee leave balances. All leave benefit
plans accrue leave by length of service or number of hours worked. Leave accrual processing
is used to determine the employee’s leave accrual award and resulting leave balance.
Leave Accruals
Hours that employees earn to use at another time, such as annual leave and sick leave.
Leave Plan
A method for earning and managing leave time.
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Leave Without Pay (LWOP) Total (Cumulative)
An employee's cumulative number of hours of leave without pay (LWOP).
Ledger Group
In PeopleSoft General Ledger, a group of ledgers consisting of one primary ledger
andsecondary ledgers.
Ledger Mapping
Ledger mapping is a process that enables you to relate expense data from your general ledger
accounts to resource objects. Multiple ledger line items can be mapped to one or more
resource IDs. You can also use ledger mapping to map dollar amounts (referred to as rates) to
business units. You can map the amounts in two different ways: an actual amount that
represents actual costs of the accounting period, or a budgeted amount that can be used to
calculate the capacity rates as well as budgeted model results. In the PeopleSoft Enterprise
Warehouse (EW), Ledger Mapping enables you to map general ledger accounts to the EW
Ledger table.
Ledger Template
A table containing records and fields common to all ledgers that ensures that all ledgers
specified in a ledger group share the same physical layout.
Ledger Type
The unique combination of a single ledger, scenario, and fiscal year. Multiple ledger types
make up a ledger type set.
Ledger Type Set
A collection of ledger types, the members of which will represent the members of your ledger
type dimension.
Legend ID
A way of recording information that is displayed upon the Issuance Instruction Report. Can
be used to record a notice that should appear on the back of a stock certificate indicating that
the shares represented are "Restricted Securities." Can also be used to indicate how shares
should be processed, as in the case of Swaps, Trades, Repurchases and SAR Exercises.
Level
A section of a tree that organizes groups of nodes.
Defines a set of Forecast Item with a common key structure. Each level is related in a
hierarchical definition with other levels in the view. A level definition contains descriptive
and control data that relates to the operation of the forecast at each level within the view.
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Level
The section of a tree that organizes groups of nodes.
Level Income Payment Option
An annuity form of pension payment in which payments are increased in early years (prior to
eligibility for Social Security benefits) and decreased in later years when Social Security
benefits are also received. The goal is to provide a relatively constant total retirement income
both before and after Social Security eligibility.
Life Profile
In PeopleSoft Demand Planning, a feature that enables you to establish product forecasts
based on predefined patterns in an item's life cycle.
Lifecycle (of Reported Time)
A representation of time through the various stages of Time and Labor; includes processing of
current, future, and previous period time from scheduling and time capture through Time
Administration and distribution.
LIFO (Last In First Out)
Method used by companies to record Disqualifying Disposition Income. If a company uses
this method they record the optionees disposition of shares by attributing the shares to the
most recent exercise, purchase or release dates for which shares remain available for sale.
Line-Item Budgets
The budget amounts associated with ChartField distributions that make up an organization’s
budget. Line-item budgets include personnel costs as well as operating and maintenance
costs. They also include revenue estimates. PeopleSoft Budgeting-specific.
Line Schedule Editor (LSE)
PeopleSoft Production Planning utility or tool that displays production tasks for multiple
products on multiple resources across multiple periods of time.
Literal Mapping
In PeopleSoft Demand Planning, a mapping option for formatting data that is common to all
records being imported. This enables you to set an available field value for all the loaded
rows.
Load
The feature that initiates a process to automatically load information into a PeopleSoft
application—for example, populating the PeopleSoft Benefits database with plan-level
election information.
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Load Activation
Load Activation enables you to specify exactly which part of your Data Mart to build,
including security. You set up load activation on the Load Activation page.
Load Planning
The PeopleSoft Inventory feature that picks, packs, and ships orders by Load ID. Load
Planning is also used to estimate shipping weight, volume, and charges.
Loader Table
Any table in PeopleSoft Asset Management used to store load lines before they are loaded into
the system as open transactions. The loader tables comprise INTFC_FIN, INTFC_PHY_A,
and INTFC_PHY_B.
Loan Exercise
A form of cash exercise, typically requiring a loan agreement and a promissory note.
Local Code
In PeopleSoft Demand Planning, a type of validation used for a user-defined field code. If a
user-defined field is marked to require local table validation, User-Field Code are used to
determine the list of valid values for the field.
Local Functionality
Local functionality is the set of information in PeopleSoft HRMS that is available for a
specific country. You can access this information when you click on the appropriate country
flag push button in the global window, or when you access it by a local country menu.
Location Accounting
An accounting method that captures and records material movement within the warehouse,
providing accounting visibility based on where the inventory resides. You can designate
certain Storage Area as raw material, WIP, or finished goods by assigning the corresponding
account ChartField (account, department, product, and project ID) to the storage area. All
inventory locations in a storage area use the storage area account.
Location Code
Locations enable you to indicate the different types of addresses a company has—for example,
one to receive bills, another for shipping, a third for postal deliveries, and a separate street
address. Each of these addresses has a different location number. Every customer role must
have a primary location, which will be used throughout the system on all panels that display a
customer address. The primary location—indicated by a 1—is the address you use most often
when contacting the customer, and may be different from the customer's main address.
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Location Summary
A Picking Plan option that sorts the picking plan according to the highest-level sort options
defined and prints the order lines and the total item quantity to pick from each Storage
Location. Because the layout of the printed report reflects the actual positions of stock to be
picked, personnel can follow a serpentine path through the warehouse, fulfilling all orders on
the picking plan without revisiting locations.
Lock for Confirm
A flag on the Pay Line record that enables users to access the database 7 days a week, 24
hours a day, without affecting or interrupting payroll processing. Issues a warning message
“A payroll is currently in process for this employee. This data will not be processed until the
next payroll."
Log file
One way that you can monitor the build process is to review the log files that the build process
automatically generates. Keep in mind that the log file is entirely separate from the script file;
do not confuse the two. How much information that the log file contains is up to you. You
can set up your logging so that all status (both good and bad) appears in the log, or you can
specify that just the errors or warnings appear in the log. This section describes the options
you can specify in regards to the Build log file.
Long-Term Variable Compensation
In PeopleSoft Workforce Analytics, a component of direct compensation that consists of longterm payments to an employee in the form of stock programs, and deferred compensation.
Lookup Codes
In the financial services industry, these are user-defined codes that enable the system to define
and categorize incoming Instrument table information. They also provide a means for you to
report on specific data, such as treasury position, balance type, and ledger account.
Lot Status
The status assigned to a lot. In PeopleSoft Inventory, a lot’s status can be Hold, Open,
Rejected, or Restricted.
Lump Sum
A tax method that determines withholding based on the Canadian Lump-Sum tax table.
Lump Sum Payment Option
A form of pension payment in which some or all of a participant's benefit is paid as a single
sum.
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Lump Sum Reporting
A Time and Labor process that enables you to report time in a lump sum of hours or units for
a single Time Reporting Code, and quantities of time. The system uses a batch process to
gather the information you enter, perform edits, and update the daily time tables. The system
uses the default assignments you establish for workgroups, taskgroups, shifts and so on.
M
Maintenance Worksheet
A work space for creating write-offs, matches, or adjustments to clean up posted items.
Manage Base Pay Structure
See Base Pay Structure
Manage Compensation Planning
A PeopleSoft Workforce Rewards module that facilitates modeling and analysis of
compensation costs across organization units, specific job classifications, or groups. You can
focus on the impact of changes to workforce size, or on changes to fixed and variable
compensation elements, and determine their effects on current and future payroll costs.
Manage Market Compensation
A PeopleSoft Workforce Rewards module you use to match your company’s jobs to similar
jobs found in published market compensation surveys. You then calculate a target market rate
based on a weighted average from multiple surveys. This market rate is then used to assess
your company’s gap to market and to perform cost impact analysis.
Manage Retention Planning
A PeopleSoft Workforce Rewards module that enables organizations to analyze the factors
that lead to employee turnover, and how retention of key employees affects business
performance and goals.
Manual Checks
Any checks calculated and prepared outside of the PeopleSoft Payroll system that you must
enter into the system manually.
Manual Count
A PeopleSoft Inventory procedure in which you enter the actual count data and then create the
counting event with its header, item records, and count quantities.
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Manual Events
Events that are inserted by the user manually through the BAS Activity table. Events are
actions that occur, which potentially change employee benefit coverage eligibility—see Event
Class for more information. Used by PeopleSoft Benefits Administration.
Manufacturing Cost Element
A particular category of an item's cost. For example, when you produce a subassembly that
has a cost of $100, the cost can be broken down further into material costs, labor costs, and
overhead costs.
Manufacturing Execution Systems (MES)
Third-party system that enables detailed planning and execution of production activities from
production order release to completing finished goods. PeopleSoft Manufacturing integrates
to MES.
Manufacturing Task
Any job that can be performed within your manufacturing facility. A manufacturing task is
associated with the work center in which the task is completed.
Map File
A file that defines the relationship between fields in a third-party system and PeopleSoft
Demand Planning tables.
Mapper Type
This defines whether you are mapping actual or budgeted general ledger line items to resource
ID within PeopleSoft Enterprise Performance Management.
Marginal Tax Rate
The tax rate that applies to the next dollar of income generated.
Market Compensation
A compensation review process in which you match your company’s jobs to similar jobs
found in published market compensation surveys, for the purpose of establishing new target
market rates. Also referred to as Market Based Pricing or Market Analysis.
Market Capitalization
The value of a corporation as determined by the fair market value of its issued and outstanding
common stock. It is calculated by multiplying the number of outstanding shares by the current
fair market value of a share. Analysts look at market capitalization in relation to book, or
accounting, value for an indication of how investor’s value a company’s future prospects.
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Market Rate
Compensation rates, usually for regular base compensation or total cash compensation, found
in published salary surveys. You use the Market Compensation module in PeopleSoft
Workforce Rewards to age and weight this data, to create market rates you can compare
against your organization’s current pay rates.
Mark-to-Market (MTM) Model
In the financial services industry, the reevaluation of a portfolio’s position at current market
levels.
Market Variance
A comparison of the difference between an individual's, or group's, actual compensation, and
available market compensation data for a comparable population in industry. Market
compensation data is usually tied to job codes, and comparisons are usually made between
similar jobs. Although the variance to market can be evaluated for any of the compensation
components in the Compensation tree hierarchy (such as Total, Direct, or Base), market
compensation data is most typically available for, and used in evaluating Base Pay (Base
Salary). The main point of reviewing the market variance is to evaluate how well your
workforce is paid in comparison to both prevailing compensation in industry, and your own
organization's compensation strategy.
Mass Adjustment
A process of applying an amount or percentage change to one or many line item budgets at
once. PeopleSoft Budgeting-specific.
Mass Cancellation of Requisitions and Purchase Orders
A utility that allows you to select and cancel groups of requisitions and purchase orders. You
can use this utility during the year as well as at year-end in preparation for closing. The utility
enables you to specify ChartField criteria for selecting documents for cancellation. For
example, you can select all requisitions or purchase orders for a particular fund and
organization, which have a remaining balance. Then you may select a subset of those records
to approve for cancellation.
Mass Change
A user-configurable entity that defines the movement of data between the tables that store
your business information. Mass Changes enable you to define the criteria by which you
move or replace data in your tables. Based on the configuration of your system, Mass Change
dynamically builds data access and gives you complete control over your system processing.
Mass Change Template
The foundation for defining mass changes. Mass change templates enable you to control
which fields will be available for the operator to specify when defining a mass change, and
whether those fields will be used as selection criteria or defaults.
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Mass Change Type
The building blocks used in defining mass change templates. Mass change types specify
which records the resulting mass change will select From the database, alter, and subsequently
write back To the database. They also set up system field defaults that run behind the scenes
to ensure that this mass change is processed correctly.
Mass Validate Metadata Utility
A PeopleSoft Enterprise Warehouse utility that enables you to validate, but not compile,
Metadata objects. Mass Validate certifies all “as of dates” created for Filters, Constraints and
DataSets for the specified run date. This utility helps ensure that your Metadata is valid at run
time and increases your chance of a successful engine run.
Match
A process in PeopleSoft Workforce Planning, by which the system compares the roles,
competencies, and accomplishments in the current competency inventory, with the
requirements of a given competency strategy.
Matched Punches
A period between two consecutive punches during which some activity happens measured
intervals.
Match-Funding
In the financial services industry, Match Funding refers to funding an asset with a like (term to
maturity) liability. This helps an organization apply the appropriate funds transfer price.
Although the actual asset might be funded with shorter-term liabilities, it does provide a better
measure of financial performance for that asset, such as Risk Adjusted Return on Capital.
Material Costing
An inventory accounting method that assigns a cost to items in inventory. These costs can be
assigned equally across all items or tracked individually for each item.
Material Issue
An event that triggers stock fulfillment requests for items in inventory.
Material News
Company news that could be expected to affect the value of a company's securities or
influence investors’ decisions. Material news includes information regarding corporate events
of an unusual and non-recurring nature, news of tender offers, unusually good or bad earnings
reports, and a stock split or stock dividend.
Material Release
A PeopleSoft Manufacturing process that—after material has been picked—decrements on
hand inventory balances for the inventory storage areas and increments inventory to the WIP
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locations defined by the routing or production area. The process also changes the production
ID's or production schedule's status from Released to In Process.
MAX Method
See Maximum Method Policy.
Maximum Compensation Hours
The greatest number of hours to be paid for a specified TRC (see Time Reporting).
Maximum Lead-Time Usage
In PeopleSoft Inventory Planning, a policy control value that sets the safety stock level to the
maximum quantity required during the lead time. This method is normally used when the
demand for an item is low or intermittent but sufficient stock must always be available.
Maximum Method Policy
In PeopleSoft Inventory Planning, a policy that controls the way in which the system
determines a reasonable high limit for the maximum inventory level of an item. The system
provides warning messages when the inventory level exceeds the maximum level.
Maximum Taxable Wage Base
An annual earnings threshold used for Social Security purposes. Pension plans sometimes
provide different levels of pension benefits for earnings above and below the Maximum
Taxable Wage Base.
Measure
A measure represents the amounts brought into a cube—the numerical data.
In data warehousing, a Measure is a field type used interchangeably with fact. Measures are
types of amounts. Any numeric field you want to apply a Data Manager rule against should
be a measure.
Measure ID
In the Define Market Compensation module of PeopleSoft Workforce Rewards, a Measure ID
is the identification code for a measure. For market compensation surveys, the Measure ID
describes the percentile for each type of pay, as well as the regression statistic type. In
PeopleSoft Workforce Analytics, for Benchmark Surveys, the Measure ID describes the type
of benchmark.
Measure Value
In PeopleSoft Workforce Rewards, Measure Value is the calculated market rate value from
market compensation surveys for a given percentile of a market rate, and for a given scenario
and job code. This is the annual rate you compare against the compensation paid for similar
jobs in your company. The Measure value can also be the regression statistic value used for
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Regressing Market rates. In PeopleSoft Workforce Analytics, for Benchmark Surveys, the
Measure Value is the delivered Benchmark Ratio.
Member
A member is the OLAP equivalent of a node or detail value on a PeopleSoft tree. A member
is a single item within a dimension, such as a single product name, department ID, or part
number. Member names must be unique, even across dimensions. Cube Manager uses the
term Dimension Field Mapping to identify members, dimension parents, and label mappings.
Merchant
In PeopleSoft eStore and Mobile Order Management, a level of online (web or wireless
device) display and order processing controls set by the seller. See also Merchant Variant.
Merchant Variant
Associated with a user ID, a subordinate level of merchant controls that enable customers to
access different variations of the same PeopleSoft eStore website. In PeopleSoft Mobile
Order Management, variations are primarily used to differentiate order processing options and
fulfillment methods or locations.
Merit Matrix
In PeopleSoft Workforce Analytics, a matrix used to define the amount rules for base
compensation increases for your workers. A Merit Matrix provides the salary increase
parameters for each review rating in a rating scale. The salary increase parameters are
expressed in terms of a percentage. The percentage increase amounts are usually structured to
express the company’s pay strategy relative to employee performance, and the employee’s
degree of range penetration in their salary range.
Merit Matrix Increase
In PeopleSoft Workforce Analytics, an increase to an employee’s base pay awarded based
upon a Merit Matrix.
Message definition
The object definition specified in Application Designer which contains message information
for PeopleSoft’s Application Messaging system.
Metadata
Information about data. Metadata is the information a database or application stores to
describe your business data. At its simplest, metadata defines the structure of a data field—its
data type and size, for example. Metadata can also describe more complex data relationships,
such as the rollup structure for a chart of accounts. Reporting and analysis tools should be able
to use this metadata to let users access data just as they would from within the application,
without having to understand how it is stored.
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For Enterprise Performance Management, metadata is used to describe the data stored in the
PeopleSoft Enterprise Warehouse. There are different types of metadata, for example,
TableMaps, DataMaps, and constraints. You typically define these when you set up the
warehouse; however, Metadata (particularly constraints and DataMaps) is used to develop
business rules that manageaspects of the dimensional models. Metadata enables technical
users to define relationships between warehouse tables and enables business users to easily
identify the data that interests them without having to know the database structure.
Meta-SQL
Meta-SQL: Meta-SQL constructs expand into a platform-specific SQL substrings. They are
used in functions that pass SQL strings, such as in SQL objects, the SQLExec function,
Application Engine programs, and so on.
Metastring
Metastrings are special expressions included in SQL string literals. The metastrings, prefixed
with a percent (%) symbol, are included directly in the string literals. They expand at run time
into an appropriate substring for the current database platform.
Method
A method can only be executed from an object, using dot notation. You have to instantiate the
object first, before you can use the method.
For Enterprise Relationship Management, a method is the algorithm or formula that defines
how the budget amount for a line-item budget is calculated or how it is derived if a calculation
is not necessary. Types of methods include amount per FTE, itemization, annual percent
growth rate based on a historical figure, and number of units multiplied by cost per unit.
PeopleSoft Budget Planning-specific.
Method Amount
The amount for a line item budget resulting from the application of a method. It represents the
budget amount after the method is applied to a line-item budget but before any adjustments or
allocations are applied. PeopleSoft Budgeting-specific.
Method Base
The defined value to which a method is applied, if applicable. Not all methods require a base.
PeopleSoft Budgeting-specific.
Method Driver
The factor used in a method’s algorithm. For the method, amount per FTE, FTE is considered
the driver. PeopleSoft Budgeting-specific.
Method of Payment
In PeopleSoft Grants, designates whether a payment is to be through a cost invoice or a Letter
of Credit.
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Method Parameter
A defined and derived value within a method, which drives an expense or revenue calculation.
For the method, Amount per FTE, the number of FTEs is considered the driver parameter.
PeopleSoft Budgeting-specific.
Metric
A metric is a calculation of facts. A metric is usually a number, but can be anything you want
to measure.
Metric Object Security
Metric Object Security determines whether an individual can see a metric object in a Data
Mart.
Midpoint (Pay Range Midpoint)
In PeopleSoft Workforce Analytics, the middle value in a pay range, halfway between the
minimum and the maximum, calculated as (Minimum + Maximum)/2.
Midpoint Progression
In PeopleSoft Workforce Analytics, the percentage difference from one grade midpoint to the
next higher-grade midpoint, calculated as (Midpoint2 – Midpoint1)/Midpoint1.
MIN Method
See Minimum Method Policy.
Minimum Benefit
See Grandfathered Benefit.
Minimum Compensation Hours
The lowest number of hours to be paid for a specified TRC (see Time Reporting).
Minimum Method Policy
In PeopleSoft Inventory Planning, a policy that controls the way in which the system
determines a reasonable low limit for the minimum inventory level of an item. The system
provides warning messages when the inventory level drops below the minimum level.
Missed Punch
A punch that is not entered at the scheduled time (see Time Reporting).
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mkvdk
Verity’s command-line tool used to index a collection, insert new documents, perform simple
maintenance tasks like purge and delete a collection, and control indexing
behavior/performance.
MLS
Multilingual support.
Modal transfer
Modal transfers allow you to transfer an operator from one component to another component
(the modal component) modally; that is, requiring the operator to OK or Cancel the modal
component before returning to the originating component.
Modal transfers give you some control over the order in which the operator fills in pages.
They are useful for finite tasks related to the main transaction. They are particularly useful in
cases where data in the originating component can be derived from data entered by the
operator into the modal component.
Model Equivalency Factors
In PeopleSoft Demand Planning, factors that adjust model errors to allow a fair comparison.
During the Model Reset process, the errors associated with each of the models are multiplied
by their associated factors. The factored errors are then compared to select the model with
minimum errors.
Models
In the PeopleSoft Enterprise Warehouse, Models enable replication of an organization’s
business processes for analysis of cost flow through customers, departments, and channels.
Model Recalculation
In PeopleSoft Business Planning, users may checkout slices of the entire model for their
appropriate role. This requires the entire model to be periodically recalculated to incorporate
the users changes for dependencies in other areas of the model.
Morphing
Morphing is a technique of automatically transforming the look and feel of an interface based
on the needs of an active object. The Application Designer toolbar and menus dynamically
transform based upon the type of object definition that is active.
Mortality Table
A table showing rates of death by age. Mortality tables are part of a pension plan’s actuarial
assumptions.
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Moving Average
In PeopleSoft Demand Planning, a model that averages a selected number of the most recent
demand periods and creates a forecast of demand for the next and subsequent periods.
Multibook
A functionality supporting the requirement of a company to carry one set of books in their
local currency (functional currency) and another set of books in the currency of their parent
company (reporting currency). In PeopleSoft General Ledger, multibook functionality is
multiple ledgers having multiple-base currencies defined for a business unit, and the option to
post a single transaction to all base currencies (all ledgers) or to only one of those base
currencies (ledgers). Also commonly known as dual-book.
Processes in PeopleSoft applications that can create both application entries and general
ledgers denominated in more than one currency.
Multicurrency
The ability to process transactions in a currency other than the business unit’s base currency.
Multidimensional Analysis
A type of analysis that enables you to look at data from many different dimensions, or
attributes. You identify the dimensions of the data, then combine the dimensions in various
ways. For example, you might identify five dimensions of your sales data: sales, region,
channel, product line, and time. Once you’ve identified the dimensions, you can “slice and
dice” the data based on combinations of these dimensions, such as sales in the Western region
for the last quarter.
Multidimensional Database (MDDB)
A database that stores data for multidimensional analysis in a proprietary multidimensional
format. Users access MDDBs exclusively for reporting and analysis, never transaction
processing, so they are optimized for retrieval speed.
For Enterprise Performance Management, a Multidimensional Database stores data for
multidimensional analysis in a proprietary multidimensional format. These databases are used
exclusively for reporting and analysis, and never transaction processing, so they are optimized
for retrieval speed.
Multiple Jobs
Multiple jobs allow you to hire an employee into more than one concurrent job and have them
processed through Payroll, Benefits, and Pension. In order to enable this feature, the Multiple
Jobs check box must be selected in the PeopleTools Options page.
Multiple-table dynamic tree
The user drills down through a hierarchy of parent and child records.
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Multivariate Forecasting Techniques
In Enterprise Planning and Simulation, this is a forecasting method that uses both the recorded
history for the target value and the history and forecasts for other variables (causal factors) to
infer, not only a forecast for the target value, but also a functional relationship between the
causal factors and the target value.
N
National Association of Securities Dealers, Inc. (NASD)
Self-regulatory organization of the securities industry responsible for the regulation of The
NASDAQ Stock Market and the over-the-counter markets. The NASD operates under the
authority granted it by the 1938 Maloney Act Amendment to the Securities Exchange Act of
1934.
National ID Number
Different countries track some form of National ID for payroll, identification or benefits
purposes. For example, German workers are assigned a Social Insurance Number, UK
workers have a National Insurance Code, and US laborers have a Social Security Number.
Each of these different types of National IDs has unique formatting requirements associated
with them as well.
Nature Of Action (NOA) Code
Indicates the type of personnel action being processed.
Nature Of Action Description
Describes the NOA code.
Nature Of Action Effective Date
The date the personnel action is effective.
Negative Amortization
Occurs when a loan payment does not cover the interest due on the loan payment, resulting in
an increase of the principal amount.
Net-To-Zero Adjustment
A prior period adjustment where no compensation affecting fields on the pre-existing
(original) record are changed by the adjustment.
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New Hire Report
In the United States the Personal Responsibility and Work Opportunity Act of 1996 (the socalled Deadbeat Dads law) requires employers to report new hires to specified agencies within
a pre-determined number of days from the hire date.
Next Level Item
In PeopleSoft Demand Planning, the Forecast Item at the next level that contains the current
item as a child. This is the key of the group item at the next level up and is always within the
same view.
Next Year
PeopleSoft Benefits term referring to the next open enrollment processing year.
NIC (Numéro Interne de Classement) Code
In France NIC numbers identify the entities inside the same enterprise, and represent an
Internal Filing Number.
No Control
A target control that allows the user to submit a budget even if it is not within the planning
target and the tolerance levels. The system tracks the budget against the defined planning
targets but does not generate any warnings or validations. Users can still compare their
planning targets against their budget amounts on the Planning Targets page in Line Item
Budgeting.
Node
An individual item on a tree. Nodes summarize detail values or other nodes, and may or may
not roll up into other nodes or levels.
Node
A node is a name that you can use to refer to some source of HTML content. In more
practical terms, a node is a URI string that defines the database and server to be used when the
portal servlet attempts to retrieve content, proxy addresses, and assemble pages.
Non-Base Pay
A pay component not included in the job comp rate calculation. It is used by payroll only in
the paysheet calculation. For example, non-base pay can be set up for additional work,
holiday pay, bonuses, and so on.
Non-Benchmark Jobs
See Benchmark Jobs.
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Noncompetitive Action
An appointment or placement in a position in the competitive service that is not made by
selection from an open competitive examination, and that is usually based on current or prior
Federal service. A noncompetitive action includes:
•
All of the types of actions described under inservice placement, above
•
Appointments of non-Federal employees whose public or private enterprise positions
brought into the competitive service under Title 5 CFR 316.701; and
•
Appointments and conversions to career and career-conditional employment made
under special authorities covered in 5 CFR 315, Subpart F.
Nondiscrimination Tests (NDT Tests)
Tests used to help employers ensure that their organization’s 401(k), 401(m), and Section 129
dependent care reimbursement plans do not discriminate in favor of highly compensated
employees. See Highly Compensated Employees.
Non-Employee
Those workforce resources hired to perform a specific job and/or hired for a specific period of
time. Although non-employee time will be entered into Time and Labor for the purposes of
managing their Task time, non-employee earnings will not be updated to Payroll and they will
not be paid through the Payroll system.
Non-HR Employee [Time and Labor]
An individual employed by the corporation who is administered outside of the PeopleSoft
Human Resources system.
Non-Job Event
Actions which result in changes to an employee’s personal or demographic information that
also affect benefit program and plan eligibility—such as an a state or postal code change, a
family status change like a divorce, or a birthdate change. Used by PeopleSoft Benefits
Administration. See Event Class.
Non-Productive Time
Any employee scheduled work time spent on tasks (or non-tasks) other than those which the
employee was hired to perform. This could include time spent in training, time spent in
meetings, travel time, and time spent reporting time.
Non-Qualified Dependent
Dependents such as domestic partners, their children, and other people who do not meet the
definition of qualified dependents as presented in IRS Section 152. PeopleSoft Benefits
applications enable the creation of benefit programs that offer health and life coverage to nonqualified dependents.
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Nonqualified Plan
A plan that doesn’t conform to ERISA rules. Employers cannot take a tax deduction for
contributions to a nonqualified plan; instead, plan benefits are generally paid directly from the
employer's assets.
Nonqualified Stock Option (NQ)
Any option that does not satisfy the conditions of a statutory stock option under the Internal
Revenue Code and therefore does not qualify for preferential tax treatment. Generally,
companies can design nonqualified options in almost any way they like. Features are:
•
The grant price may be less than fair market value (with some exceptions under state
law).
•
Grants are not limited to employee of the company or subsidiary.
•
No taxable income is recognized at the time of grant.
•
Options can be granted to anyone (Employees, Consultants and Board of Directors).
•
Difference between the fair market value on the date of exercise and the grant price is
treated as compensation income.
•
In the U.S., withholding tax obligation arises at the time of exercise.
•
Company receives a tax deduction equal to the compensation income recognized.
Nontaxable Benefits
Any employer contributions that are not subject to Federal Withholding Tax, such as an
employer's portion of a 401(k) plan.
Normal Form of Payment
The payment form associated with the amount calculated by the benefit formula. Pension
Administration uses it as a basis for converting to optional forms of payment.
Normal Hours
The hours an employee is normally expected to be at work for any given workweek.
Normal Line Of Promotion (Career Ladder)
The pattern of upward movement from one grade to another for a position or group of
positions in an organization.
Normal Retirement Date (NRD)
The date on which an employee is eligible to retire and begin receiving pension benefits.
Eligibility for normal retirement is typically based on age only.
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Normalized database
A normalized table adheres to certain standards designed to improve the productivity of the
database user. Normalization makes the database much more flexible, allowing data to be
combined in many different ways.
The standards for a normalized database are called forms, such as first normal form, second
normal form, and so on.
Normalized Loss
In the financial services industry, Normalized Loss is the expected loss on a loan and is netted
out of the profit and loss statement for management accounting or profitability measurement
purposes. Similar to the bank’s loan loss reserve, it enables the institution to analyze and
account for expected losses on a more detailed level, by financial product.
Northern Ireland Report
In the United Kingdom the Fair Employment (Northern Ireland) Act of 1989 requires private
sector employers with more than 10 employees to submit the Northern Ireland report to the
Fair Employment Commission annually. The report indicates the religious composition
(referred to as Community Background—Catholic, Protestant, Other) of the workforce, job
applicants and appointees.
Not To Exceed (NTE) Date
Types are as follows:
•
Appointment NTE Date: Indicates the length of time a person may serve in a position.
•
Classification Temporary NTE Date: Established temporary date that is used for a
temporary classification of a unique position.
•
Hospitalization coverage.
•
LWOP NTE Date: NTE date is the last day the employee is in leave without pay
status. The employee is scheduled to return to duty the next workday.
•
Position NTE Date: Indicates the length of time a position is available for use.
•
Promotion NTE Date: Specific NTE Date: Specific time for an increase in grade on a
temporary basis.
•
Suspension NTE Date: Specific time an employee is to be on suspension. No salary is
paid for the period.
nPlosion
A PS/ nVision feature that enables you to expand rows and columns in your spreadsheet to
underlying details, as in drilldown.
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Numeric constant
Numeric constants are any decimal number used in PeopleCode.
O
Object-Based Modeling
Object-Based modeling technology enables you to create parent and child models. In the
PeopleSoft Enterprise Warehouse, you set up such models using the Scenario Manager.
Object reference
An object reference is one that uses the current object. For example, in the case of a
component, pages within the component are related objects. The menus that use the
component are its object references.
Occupant Of Position/Vice
Indicates new position or former occupant of a position.
Occupational Series Code
Designates a grouping of positions similar in work and qualification requirements. They are
designated by a title and four digit number (e.g., the Accounting Series, GS-0510).
Off Date
A specific date that is defined as an off day (see Scheduling).
Off Day
A 24-hour period rounded by daybreaker with no associated shifts (see Scheduling).
Off Day Type
A classification of off days (i.e. holiday, plant shutdown) (see Scheduling).
Off-Cycle Processing
The process of calculating and creating a paycheck for one or more employees aside from the
normally-scheduled (on-cycle) payroll run for their pay group. You typically use off-cycle
payroll processing for employees who are being terminated, new hires who weren't entered
into the system in time for the last on-cycle payroll run, and employees who received an
incorrect paycheck during a normal on-cycle payroll.
Offer Period
This is the period of time in which an employee’s ESPP share price is determined.
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Officer
An insider who sits on the Board of Directors and who is also an employee of the corporation.
Examples include CEO, CIO, CTO, CFO, COO, Corporate Secretary, and Treasurer.
Official Forwarding Address
An employee's mailing address following separation.
Official Languages Act (OLA)
Canadian federal institutions are required to report on the official languages used in their
departments, in accordance with the Official Languages Act (OLA).
Official Personnel Folder (OPF)
The repository of a Federal employee's official documents related to Personnel history.
Official Personnel Folder (OPF) Address
Indicates the address where the Official Personnel Folder is maintained.
Off-Invoice Discount (OI)
A per unit discount deducted from the customer invoice and given by a manufacturer for
promotional activities. Off-invoice discounts can originate from a National Allowance or
Customer Promotion, and are passed to PeopleSoft Order Management so the discounts are
applied correctly during order entry.
Offset Plan
A pension plan where the benefit formula includes an offset of a portion of the participant's
Social Security benefits.
OLAP
Online Analytical Processing. OLAP is the multidimensional analysis of application data,
performed interactively. The acronym contrasts with OLTP (Online Transaction Processing),
which is what most production business application systems do.
OLTP (Online Transaction Processing)
OLTP refers to the applications that perform the business transactions that keep your company
running, such as processing invoices or enrolling employees in benefits programs.
Ontario Employment Equity Commission (OEEC)
The OEEC requires employers in Ontario to complete workforce surveys.
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Open Enrollment
The scheduled annual re-enrollment of plan participants into appropriate benefit programs
and, within those programs, benefit options.
Open Price
The price at which a security starts a trading day.
Open Season
A time period during which Federal employees are open to re-enroll in a specific benefit plan
and option. Open Seasons can be scheduled at varying times throughout the year and multiple
Open Seasons can occur concurrently with each other. For FEHB processing, it is generally
the time period from mid-November through mid-December. For Thrift Savings Plan (TSP)
processing, these are semi-annual and are generally held from May 15 - July 31 and
November 15 - January 31. Open seasons for FEGLI are infrequent and special notification
from the OPM would be issued to all Federal employees should they occur.
Open Transaction
A transaction that has not yet been processed in PeopleSoft Asset Management.
Operation
In PeopleSoft Manufacturing, a job or task performed in a specified amount of time, done in
one work center, and using one or more resources.
Operational Data Store (ODS)
A staging area in PeopleSoft Enterprise Warehouse for source application data and preprocessed data for tables optimized for reporting.
OPF Code
Indicates where the OPF is maintained.
OPM
Office of Personnel Management.
Optimization
In PeopleSoft Demand Planning, the process of evaluating and improving forecast model
parameters.
Optimize
The process of creating a new PeopleSoft Planning schedule by repairing the violated
constraints in a schedule automatically. The Optimizer can be prioritized for meeting due
dates, for minimizing overtime costs, and so on.
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Option
A contractual right that gives the individual the option to purchase a specified number of
shares of stock through an Equity Compensation Plan. Also known as a grant. Regulatory
agencies also refer to an option as the right to purchase stock in an employee stock purchase
plan. These options are considered granted on the offering begin date.
Option Adjusted Cost (OAC)
In the financial services industry, the difference in the average expected return between an
instrument without embedded options that are otherwise identical to the fully loaded
instrument and the instrument fully loaded with embedded options.
Option Adjusted Spread (OAS)
In the financial services industry, the average return expected for an instrument, over the
short-term risk-free rate, for all projected interest rate paths generated using Monte Carlo
simulation.
Option Types
Types of stock options. PeopleSoft Stock Administration supports the following stock option
types. Incentive Stock Options (ISO), Nonqualified Stock Options (NQ), Tandem Incentive
Stock Options/Stock Appreciation Right (ISO/SAR), Tandem Nonqualified Stock
Option/Stock Appreciation Right (NQ/SAR), Restricted Stock Award (RSA).
Optional Forms of Payment
Any alternative forms of payment available to a participant retiring under a pension plan.
These can include: annuity options paid over the participant’s (and possibly a beneficiary’s)
lifetime; certain term options paid over a specified number of years; and lump sum options
paid out in a single payment.
Options Outstanding
The total number of option shares held by optionees. It is the number of Grants less the
number of Exercises, Cancellations, and Expirations.
Order Group
Order groups link order terms that default into sales orders and quotes when you select an
order group code.
Order Line Number
The line associated with an order identification number. The order line identifies an item and
the requested quantity.
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Order Quantity Policy
In PeopleSoft Inventory Planning, a policy that determines how replenishment order quantities
are calculated for an item. For example, you can use a static number, provide upper and
lower limits, or use an economic order quantity calculated by the system.
Ordinary Income Tax
An individual’s tax on earnings from wages, tips, and all other sources except capital gains.
Includes option profits upon exercise of non-statutory options.
Origin ID
A code that identifies the location of a payment deposit in PeopleSoft Billing. Origin ID also
distinguishes the method of the payment's entry: online, external, or lock box interface.
Billing origin ID identifies the remit to origin for billing. This function is mainly used for
specifying where the customer should send payment.
Original Option
A stock option that is eligible for repricing. This option has a grant price greater than the
current FMV.
OSHA 200 Occupational Injury and Illness Recordkeeping Log
In the United States this record-keeping logbook meets reporting requirements for reporting
occupational injuries and illnesses to the Occupational Safety and Health Administration
(OSHA). It lists the case numbers and details of each injury and illness that occurred during a
calendar year.
Out Punch
Indicates the end of a shift.
Out-of-the-Money
A term used to describe an employee stock option when the current market price is below the
option grant price. When an option is out-of-the-money, it costs more to exercise than the
underlying stock is worth. Such options are also described as being "underwater."
Output Result Tables
Refer to the database tables that are populated with information at the end of each pay
calculation.
Output VAT
VAT collected on sales or outputs.
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Outside Scope of VAT
A transaction determined as not subject to VAT. No VAT code is associated with this type of
transaction. The transaction is still logged in the VAT transaction table, but no tax is applied.
Outside The Register Appointment
An appointment in the competitive service made under an agency's applicant supply system
because either there is not a sufficient number of eligibles on the appropriate register or no
competitor inventory exists. Agencies are also authorized to make temporary limited
appointments outside the register at grades GS-12 and below.
Outstanding Option
A stock option that still has unexercised (vested or unvested) uncancelled or unexpired shares.
Options with a “pending” status are not included. Only options with a status of ‘active’ or
‘suspended’ are considered outstanding.
Overlapping Promotions
Multiple customer promotions related to the same customer, and the same product, at the same
time.
Override Rate
Cost per hour or unit reported with time used to replace the time reporter’s default rate. (see
Time Reporting)
Override text
Text not derived from field descriptions.
P
Package level
The top level of organization is the package level. The package is the entire transaction set
file, addressed to your company much as a mail package would be.
Page
A page defined in Application Designer as part of a PeopleSoft Internet Architecture
application.
Page Assembly
Page assembly is one of the functions of the portal servlet. Page assembly involves
intercepting the user’s content request, retrieving the content, and properly formatting it using
a pre-defined portal template. To complete the page assembly process, the portal servlet
merges content from any HTML documents that it retrieves along with the defined template
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HTML. The assembled page is then sent back to the user’s web browser as a single HTML
document.
Page buffer
Consists of rows of buffer fields that hold data for the various records associated with page
controls, including the primary records, related display records, derived/work records, and
translate table records.
Pagelet
A page designed to appear on a customized homepage. A pagelet is smaller than the typical
page dimensions in many PeopleSoft applications. It can be based on either a page designed
in Application Designer or on an iScript.
Paired Punches
Two punches for the same employee in chronological order that exists for the purpose of
determining the duration between the punches.
Par Value
The nominal or face value of a security. It establishes a price floor below which shares may
not be issued. With common stock, the company issuing the stock sets par value. Par value
has no relation to fair market value. Some companies issue no par value stock.
Parallel Processing
In the PeopleSoft Enterprise Warehouse, parallel processing is a system function that "locks
in" the information you use for processing. This enables the system to run identical or similar
processes at the same time without impacting your results. Running concurrent processes
greatly reduces the amount of time it takes to run within the system.
Parent Budget
In commitment control, you can build a hierarchy between different budgets, such as summary
and detail budgets. Specifying a relationship of parent and child between a summary and a
detail budget for purposes of budget inquiries enables you to retrieve information about either
budget through the other.
Parent/Child Models
Object based modeling technology enables you to create parent and child models. In the
PeopleSoft Enterprise Warehouse, you set up such models using the Scenario Manager.
Parent node
A tree node linked to lower-level nodes or details that roll up into it. A node can be a parent
and a child at the same time, depending on its location within the tree.
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Parent Task
A higher-level Planning task in a schedule's hierarchy that drills down into subtasks. Its start
time is the start time of its earliest subtask, and its end time is the end time of its latest subtask.
Planning tasks are distinct from Manufacturing tasks.
Partial Pay
The pay processed whenever a job record has an effective date in the middle of a pay period.
Typically, this happens whenever you hire, terminate, transfer, or change the rate of pay for an
employee mid-period.
Participants
Individuals who elect to participate in the stock purchase plan.
Participation
The PeopleSoft Pension Administration function that determines whether an eligible employee
has met the plan's rules for joining the plan. Generally, these rules are based on age and
service criteria.
Participation ID
In the financial services industry, this is a lookup code used by the financial analytic
applications to identify the participants (syndicators) involved in, or responsible for, a
financial instrument or group of instruments.
Passive Control
A target control allowing the user to submit a budget even if it is not within the planning target
and tolerance rules. The system responds by sending an email to the user of the next budget
center level indicating that the budget exceeded planning target tolerance levels.
Passive Events
Events that are initiated by a change that has taken place over time, rather than by a direct data
entry action. Events are actions that potentially change benefit coverage eligibility. Examples
of passive events include an employee’s reaching the age of retirement. See Event Class for
more information.
Pattern Reporting
A Time and Labor process that enables you to report a start and stop date, a pattern of one or
several time reporting codes, associated hours, amounts, or units and task information once for
an employee. The system transforms the information into instances of daily time for each
scheduled employee work day based on the employee’s schedule.
Pay
Types of "pay" are as follows:
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•
Basic Pay: generally, the total amount of pay received during any one calendar year
at the rate fixed by law or administrative action for the position held by the employee
or judicial official prior to any deductions and not including any special payments or
premium pay.
•
Gross Pay: total compensation earned by an employee, annuitant, or survivor of a
judicial official prior to any deductions. Includes basic pay plus locality pay;
availability pay (if any) for LEOs; special payments (if any); an annuity (if any); plus
awards (if any).
•
Premium Pay: pay provided to an employee as a regular addition to basic pay (e.g.,
administratively uncontrollable overtime (AUO), availability pay, overtime, night
differential, holiday pay, etc.).
Pay Basis
A code indicating the principal condition in terms of time, procedures or criteria, that serves as
a basis for computing an employee's pay.
Pay Calculation
Formula that calculates an employee's gross to net.
Pay Calendar
Payroll processing cycle for a given pay group.
Pay Components.
Rows in the compensation record. They build the compensation packages in the
compensation record.
Pay Confirmation
Process in which the system updates all to-date totals on the database for earnings, deductions,
and taxes for pay groups assigned to a given Pay Run ID.
Pay Entity
A pay entity is the organization responsible for making payments to payees. You can also use
a pay entity to define the type of currency to be used when processing calculations. The pay
entity is a legal definition of an organization from a payroll perspective. In many cases, an
organization and a pay entity are the same. However, PeopleSoft Global Payroll does not
define a relationship between an organization and a pay entity.
Pay Frequency
Defines how often employees in a pay group are paid—weekly, biweekly, monthly, and so on.
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Pay Group
A set of employees grouped together for payroll processing. It’s a way of “bundling” payees
for more efficient processing. A pay group is made of payees that the system processes at the
same time during a pay run.
Pay Period
The established time segments for which employees in a pay group are paid. Pay Periods are
defined by their beginning and ending dates.
Pay Plan
A code that denotes the pay schedule under which an employee is paid , e.g., JS, UG, UJ, etc.
Pay Slip
Either an actual check or an advice notice of a direct deposit. You build these to match your
organization’s needs. A pay slip is the details of a payment you’ve made.
Pay Structure
In PeopleSoft Workforce Analytics, Pay Structure consists of a series of pay ranges or grades,
each with a minimum and maximum. You develop pay structures to support and reinforce
your company’s pay strategy (for example, to target the market 50th percentile).
Payable Date
The date that a corporate distribution, such as a dividend, is payable to the record holders of a
corporation’s securities.
Payable Time
Time that is ready to be collected by the payroll system (see Time Reporting).
PayCycle
A set of rules that define to PeopleSoft Payables the criteria by which it should select
scheduled payments for payment creation.
Payee
Any payroll recipient. A payee can be an employee or a non-employee of an organization.
Payee Process Stat Record
A record created for each payee during the payroll process. The system creates one Process
Stat record per payee for each calendar.
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Payee Section
Type of section that can be added to a process list. A payee section defines a set of elements
that is to be resolved for a particular payee.
Payline
Record containing standard payroll information for an employee, such as the amount of
regular pay, number of regular hours, additional pay (if any), and tax information and job data.
Payment Interface
An Application Engine process that loads payment information from the Banks Statement
tables and the Staging tables to the Application tables and performs various checking and
default operations.
Payment Predictor
PeopleSoft Receivables' automatic cash application feature that pairs open items with
unapplied payments based on predefined algorithms.
Payment Schedule
A schedule of payment dates for leased assets.
Payment Selection
A process by which PeopleSoft Payables selects scheduled payments that are eligible to be
paid in a pay cycle.
Payment Worksheet
The work space in which open items are paired with unapplied payments.
Payroll Certifying Officer
The individual with the delegated authority for approving all items relating to payroll for those
employees under his/her authority.
Payroll Process Tables.
Records holding data necessary to process a payroll, such as employee, company, and tax
information.
Paysheets
Repository for the raw data necessary to calculate pay for employees, including earnings,
hours, deductions, taxes, and accounting data.
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PBGC Rates and PBGC Grading
The interest rates published monthly by the Pension Benefit Guaranty Corporation. There is
an "immediate" rate that applies once benefits commence as well as a series of “graded”
rates—calculated based on the immediate rate—that are used during the time between benefit
determination and a deferred benefit commencement.
Pegged Chain
A method the PeopleSoft Enterprise Planning and Production Planning solvers use to
determine feasible plans. The method ties tasks together in order to explicitly record which
supplies are being used to satisfy which demands. Through this process, the Planning engine
first determines which independent demand has the highest priority. Then, it determines the
lateness preference ranking for dependent demand tasks.
Penalty
A user-assigned value for constraints that can be violated, determining how the schedule's
score will be calculated. Setting the penalty configures the constraint to your priority. Use the
Control Page to assign a higher penalty to violations that are more critical to your schedule or
a lower penalty to constraints that you can deal with externally.
Pending Exception
Any known exception to an employee's scheduled workday. Pending Exceptions are future
dated (future is defined to be for a date under report beyond the last date of the employee's
current pay period).
Pending Item
Information in PeopleSoft Receivables that has been entered in or created by the system, but
hasn't yet been posted. During the Receivable Update process, the system uses the pending
items to update customer balances—either by creating new items or by adding item activity
lines to existing items.
Pending Time
Time that has been reported or is assumed to have been reported (based on employee work
schedule and calendar date) that has not been used by the business entity. Pending Time may
be for past, current, and future pay periods. It is the label for those time transactions that are
waiting to be used by the business (for example, approved and unapproved time not yet
updated to Paysheets).
Pension Status
An employee’s standing with regard to a particular pension plan. For example, employees can
be active participants, terminated deferred vested, or in pay status.
PeopleCode
PeopleSoft's proprietary language; it is executed by the PeopleSoft Application Processor.
PeopleCode generates results based upon specific actions, based upon existing data or the
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actions of a user. Business Interlink Objects are executed by calling the execute() method from
PeopleCode. This makes external services available to all PeopleSoft applications wherever
PeopleCode can be executed.
PeopleCode Event
An action that an end-user takes upon an object, usually a Record Field, that is referenced
within a PeopleSoft page.
PeopleSoft Activity-Based Management (ABM)
A PeopleSoft Analytic Application that aligns organizational costs with operational activities,
enabling a coordinated approach to expense and PeopleSoft Activity-Based Management.
PeopleSoft Activity-Based Management identifies and assigns operational activities to
products, customers, or services.
PeopleSoft Analytic Applications
These are applications within Enterprise Performance Management (EPM) that help you
enrich the data in the PeopleSoft Enterprise Warehouse and perform forward looking
simulations and scenarios. These applications include: PeopleSoft Activity-Based
Management (ABM), PeopleSoft Asset Liability Management (ALM), PeopleSoft Balanced
Scorecard (BSC), PeopleSoft Funds Transfer Pricing (FTP), PeopleSoft Risk Weighted
Capital (RWC), and PeopleSoft Workforce Rewards. PeopleSoft Funds Transfer Pricing and
PeopleSoft Risk Weighted Capital are applications that target the financial services industry
(FSI).
PeopleSoft Asset Liability Management (ALM)
PeopleSoft Asset Liability Management provides financial service institutions with the
analytical tools to define, measure, monitor and manage interest rate risk, liquidity risk,
options risk, and to some extent exchange rate risk. The primary audience for PeopleSoft
Asset Liability Management is the financial institution’s Asset/Liability Committee (ALCO).
PeopleSoft Balanced Scorecard (BSC)
PeopleSoft Balanced Scorecard converts an organization’s vision and strategy into a
comprehensive set of performance and action measures that provide the basis for a strategic
management system.
PeopleSoft Budgeting
A budgeting application that is a combination of Education and Government (E&G) Budget
Planning and Budgets (commercial). This application resides on the EPM database, primarily
using the ODS layer of the PeopleSoft Enterprise Warehouse for its data.
PeopleSoft Business Analysis Modeler (BAM)
A multi-dimensional modeling tool used to support several analytic applications.
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PeopleSoft Business Planning
A planning application that enables financial executives to model various alternatives and set
corporate financial targets to achieve their strategic goals. PeopleSoft Business Planning
integrates with PeopleSoft Analytic Forecasting, PeopleSoft Activity Based Management,
PeopleSoft Workforce Analytics, and PeopleSoft Budgeting applications.
PeopleSoft Customer Behavior Modeling
A PeopleSoft application that enables you to: a) create a customer profile by extracting
customer data from the Enterprise Warehouse; b) create segments and samples from the
profile to efficiently target marketing campaigns and further analyze customer behavior; c)
append to it additional data from external sources such as demographic, credit or
psychographic information; d) use a data mining tool to create a predictive model; e) score the
customers in your profile using the predictive model. You can then publish the results to
another transactional application.
PeopleSoft Customer Scorecard
A product that provides a pre-defined set of customer-oriented key performance indicators
(KPIs), to help you build a scorecard specific to your organization. This scorecard facilitates
the measurement and communication of customer satisfaction, customer activity, and
objectives across your organization.
See also PeopleSoft Balanced Scorecard
PeopleSoft Enterprise Performance Management (EPM)
Enterprise Performance Management is a comprehensive, integrated analytic business solution
designed to increase the value of organizations by enabling people to make better decisions.
The PeopleSoft Enterprise Performance Management product line consists of the PeopleSoft
Enterprise Warehouse and optional analytic applications and Data Mart products.
PeopleSoft Enterprise Warehouse (EW)
PeopleSoft's data warehousing solution. The PeopleSoft Enterprise Warehouse provides the
tools necessary to query, analyze, and present information to provide the optimal environment
for business intelligence. It is the central repository for data that will be used with the analytic
applications in the Enterprise Performance Management product line, and can also serve as a
standalone data warehouse. The PeopleSoft Enterprise Warehouse consists of dimension, fact,
reference, and error tables, reporting and ETL tools (Informatica PowerMart), as well as the
Operational Data Store (ODS). The tables in the PeopleSoft Enterprise Warehouse are
maintained separately from your transaction-based systems to allow for comprehensive
analysis of data originating from any Online Transaction Processing (OLTP) or legacy system.
PeopleSoft Funds Transfer Pricing (FTP)
A PeopleSoft Analytic Application that enables an institution to accurately measure and tune
profitability. PeopleSoft Funds Transfer Pricing is an interest rate that represents the value of
an asset or liability to the institution. PeopleSoft Funds Transfer Pricing is based on market
rates, adjusted for risk and cost variables, specific to the institution. By assigning PeopleSoft
Funds Transfer Pricing to each item on the balance sheet, the institution can remove the
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effects of interest rate volatility from business units, so that profitability measurements are
based on factors within their control, that is, credit quality, pricing and product strategy.
PeopleSoft Operations Data Stores (PODS)
See Data Warehouse Tables
PeopleSoft Marketing Insight
A tool that helps you analyze your marketing campaigns and activities. It helps you determine
the effectiveness of marketing events based on factors such as number of leads generated,
profiles of respondents, campaign return on investment, and campaign forecasted costs to
complete.
PeopleSoft Risk Weighted Capital (RWC)
A PeopleSoft Analytic Application that enables the financial services industry to accurately
measure capital that has accounted for risk. RWC allocates capital to various levels within a
financial institution according to risk, providing the opportunity to measure performance
based on how well each business unit, product, customer, or transaction generates income
given its perceived level of risk as quantified by the allocation of capital.
PeopleSoft Sales Activity Insight
A tool that helps you analyze key components of the sales process, such as pipeline status,
discount analysis, and sales process.
PeopleSoft Support Insight
A tool that helps you determine the effectiveness of your customer service organization. It
helps you answer questions such as: Are we effectively handling customer issues? Has
contact center performance changed from last year to this year? Which product quality issues
are most prevalent?
PeopleSoft Workforce Analytics (WFA)
PeopleSoft’s complete workforce analysis solution, which includes the PeopleSoft Workforce
Rewards analytical application and the PeopleSoft Workforce Analysis Insight. The complete
solution set includes the PeopleSoft Enterprise Warehouse and PeopleSoft Balanced Scorecard
products. It helps to manage strategic employee compensation, goals, and competencies, as
well as retention.
PeopleSoft Workforce Rewards
PeopleSoft Workforce Rewards is an analytical application you use to align your workforce
compensation and retention initiatives with the strategic objectives of your organization.
Modules include Market Compensation, Base Pay Structure, Compensation Planning,
Workforce Simulation, and Retention Management. You integrate data from multiple internal
and external sources, enrich it using rules you define based on any data in your PeopleSoft
Enterprise Warehouse, and simulate multiple scenarios of future workforce compensation and
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retention activity. You then analyze and evaluate your scenarios, and make actionable
decisions you can communicate back to your PeopleSoft ERP systems for execution.
PeopleSoft Portal
The portal bundled with every PeopleSoft 8 application. It provides a simple navigation
system, based on existing menu definitions that have been imported into the portal registry.
Navigation to content outside of PeopleSoft applications is not provided.
Percent Cycles Without a Shortage
In PeopleSoft Inventory Planning, a method used with safety stock policies. The value is
derived from the percentage of replenishment cycles that will complete without a stockout.
Percent Demand Fill
In PeopleSoft Inventory Planning, a method that can be used with safety stock policies. This
method defines the percentage of the total quantity ordered that must be filled without a
backorder.
Percentage Tolerance
The acceptable percentage difference between expected cycle count quantities and actual
quantities counted in PeopleSoft Inventory. This value provides a margin of error for an item
during cycle count reconciliation count quantities.
Performance Appraisal Code
Indicates the level of performance of an employee.
Performance Appraisal Due Date
Date established based on the WGI or LEI for the yearly appraisal of an employee.
Period Closing Offset
In Time and Labor, the closing date beyond which this pay period is not considered current
any longer, if the period’s closing date is different from its end date. You can enter a positive
or negative number of days.
Period Method
In PeopleSoft Inventory Planning, a method used to determine how a single static policy value
is to be calculated from time-phased results with static policies.
Period of Interest
The maximum period of time containing the data needed to run all the rules in a rule program
(see Batch Processing)
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Period Segmentation
When an element (like compensation rate) changes mid-period, requiring all other elements in
the process list to be calculated multiple times on either side of the date on which the change
took place, period segmentation is used. The system calculates each element more than once,
using the components that were effective during the different time slices. The system keeps
the results of these calculations separate with the object of creating two gross-to-net result
sets.
Periodic Processing
In PeopleSoft Pension Administration, any of several batch processes that a plan administrator
must run on a regular basis—for example, consolidation of payroll data.
Personal List
A user-created list of products defined in PeopleSoft eStore, used to quickly populate the
shopping cart when creating a new order in either PeopleSoft eStore or Mobile Order
Management.
Personal Register (Registre Unique du Personnel)
In France, companies are required to be able to produce, at any given time, a Personal
Register. For a given establishment, this report lists current employees and employees who left
up to 5 years ago.
Personnel Action
Personnel actions are changes to employee data or status resulting from such activities as
promotions, transfers, terminations, salary increases, and leaves of absence.
Personnel Representatives (Délégués du personnel)
In France it is mandatory for companies with more than 11 employees to elect personnel
representatives who will represent all of the employees before management.
Perspective
In PeopleSoft Balanced Scorecard, a category for organizing critical success factors and key
performance indicators. Usually there are four: financial, customer, internal process, learning
and growth.
PF Ledger
The PF Ledger (PF_LEDGER_F00) is an important fact table within the PeopleSoft
Enterprise Warehouse. The primary function of the PF Ledger table is to support PeopleSoft
Enterprise Performance Management reporting. The data that gets posted to the PF Ledger
must be accurate and clean.
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PF Business Unit
PF Business Units differ from other PeopleSoft Business Units in that they represent
functional or strategic areas of an organization, rather than separate legal entities.
Phase Type
A label for the different phases you want to define for a project. Costs can then be calculated
by project phases. Examples include planning, startup, construction, and cleanup.
Physical Accounting
The PeopleSoft Inventory feature that updates tables based on count result input, regardless of
how the count was created or the data collected.
Physical Inventory Process
In PeopleSoft Asset Management, the process by which you extract asset data from the Asset
Management database to load into your bar code scanning device. You then scan the assets
and load the data gathered during the actual physical inventory into Asset Management,
enabling you to generate physical inventory results for review. You perform matching and
generate transactions to reconcile the data in Asset Management with the results of your
physical inventory.
PIA
PeopleSoft Internet Architecture. This is the fundamental architecture on which PeopleSoft 8
applications are constructed, consisting of an RDBMS, an application server, a web server,
and a browser.
Piece Work
Method of compensating time reporters based on units completed rather than hours worked
PIN
Technical term for an element. In PeopleSoft Global Payroll, PIN is often referred to in the
online object names and within the batch code. PIN stands for Pay Item Name.
Placeholder
A temporary location designator in an engineering bill of material for a component item that
has yet to exist. These temporary placeholders have to change into approved items before
transferring engineering bills of material (EBOM) to manufacturing bills of material
(MBOM).
Plan Administrator
The person selected by the employer to perform the administration of a plan under PeopleSoft
Pension Administration.
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Plan Eligibility
The PeopleSoft Pension Administration function that uses job data to determine whether an
employee may participate in a pension plan. An employee can be eligible based on job data
but not be participating because of an unmet service or age requirement.
Plan Type
A unique ranges of codes used during payroll calculation to determine deduction processing
rules. See also Benefit Plan Type.
Plan Year
The annual period that a pension plan uses to measure service, earnings, and benefits.
Generally, the pension plan year will match the fiscal year of the plan sponsor.
Planning Item
A non-inventory item designated as being used for planning purposes only. It can represent a
family or group of inventory items. It can have a planning bill of material or planning routing,
and can exist as a component on a planning bill of material. A planning item cannot be
specified on a production or engineering BOM or routing, nor used as a component in
production. Quantity on hand will never be maintained.
Planning Level
The level ona dimension’s tree used for planning. Typically, a customer will choose not to
plan at the lowest level of available detail, such as the individual product level. Instead, the
individual products are mapped to their corresponding product group and the planning is done
at the product group level.
Planning Targets
The amount the budget must equal, such as a budget spending limit or cap for expenses where
users can not exceed the amount. Planning Targets are presented at a summary level. This
term is interchangeable with Spending Limits.
Planning Target Tolerance
The percentage and/or amount a user can be over or under the planned budget target.
Planning Target Control
Values set at the user role level, including no control, active control, and passive control. For
more information see no control, active control, and passive control.
Planning Task
Any activity in PeopleSoft Planning that creates a schedule.
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PODS (PeopleSoft Operations Data Stores)
See Data Warehouse Tables
POI. Personnel Office Identifier.
Also known as Submitting Office Number (SON). These are codes assigned by the OPM to
the office(s) delegated authority within an agency to process personnel actions on Federal
employees.
Pointers
A pointer is an "address" of a driver quantity, or value, within the Enterprise Performance
Management product line. Pointers are used as a means of defining where driver quantities
exist in tables that reside in the PeopleSoft Enterprise Warehouse. Pointers enable you to
extract values from any location in the warehouse and then use these values as driver
quantities. There are three different kinds of pointers: explicit, implicit, and multidimensional.
Policy Control Group
In PeopleSoft Inventory Planning, a feature for setting up order quantity, safety stock, reorder
quantity, and maximum and minimum policies. The Control Group is assigned to a set of
Planning Item. The policies of the associated planning items can be set explicitly or
defaulted from the policies on the policy control group.
Policy Generation
In PeopleSoft Inventory Planning, a set of run options used to control the functions and
behavior of the Policy Generation program.
Policy Item
An item record which is related to a location and for which Inventory Policy is held. A
policy set, Planning Item ID, and Location ID uniquely identify a policy item. The
combination of an item and a location is called a stockkeeping unit.
Policy Set
Defines a set of the items for which Inventory Policy is to be calculated. Each policy set is
assigned a unique ID and includes information that defines, for example, the associated
Forecast View, time periods, and planning horizon.
Policy Simulation
In PeopleSoft Inventory Planning, a feature that simulates the effects of various stocking
scenarios, compares current policy with simulated policy, and determines the best inventory
investment strategy.
Population
A Population is defined on top of DataMaps created using Enterprise Warehouse metadata.
The Population builder allows you to easily format a SQL statement, using filters, to select
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rows from one or more tables joined together in a DataMap. You can view the results of a
Population directly from the browser.
Pop Up Payment Option
A variation on a joint and survivor payment option under which the benefit payable to the
participant is increased if the beneficiary should die prior to the participant.
Portal
A portal is a web site that helps you navigate to other web-based applications and content.
Users often consider a portal their “entry point”—the place they typically visit first after
launching their web browser.
Portal Registry
The portal registry is a tree-like structure in which content references are organized, classified,
and registered. It is a central repository that defines both the structure and content of a portal
through a hierarchical, tree-like structure of “folders” useful for organizing and securing
content references.
Portal Registry API
The Registry API is provided for accessing each portal registry from PeopleCode, COM, Java,
or C programs. Providing the same kind of registry management capability as the online
administration pages, it can be used by external systems to update the registry to reflect
changes in the content reference URL, taxonomy, and effective dates. The Registry API is
fully described in the PeopleCode documentation.
Portal Servlet
A Java servlet that runs on a web server. The portal servlet intercepts user requests for
content, retrieves content, and builds a single HTML document to be displayed in the user’s
browser.
Portal Solutions
Portal Solutions are separate product offerings from PeopleSoft that consist of pre-built,
packaged solutions focused at different audiences (customers, suppliers, and employees).
Because they are both pre-built, supported application products, Portal Solutions can be
deployed swiftly and easily, saving significant resources when compared to other custom-built
solutions.
Position
The officially assigned duties and responsibilities that make up the work performed by an
employee. Positions are linked to Job Codes, which can be considered the electronic version
of the Position Description. There can be a many-to-one relationship between the Position and
Job Code.
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Position Budgeting
The budget amounts (salary, benefits, and earnings) associated with positions within an
organization. Position budgeting can be calculated based on position information loaded from
a human resource system. Position budgets are used to generate line-item budgets for
personnel costs. PeopleSoft Budgeting-specific.
Position Change
A move by an employee to another position during the employee's continuous service under
the same appointment within the same agency.
Position Date Created
Date the position was created for use in the agency.
Position Description (PD)
In accordance with OPM guidelines, an official description, authorized and approved by an
agency official, describing duties and responsibilities to be performed. Position classification
standards are used to describe the work, classify the work components by occupational series,
and factors (e.g. supervisory control, scope, complexity, competencies required) are used to
determine the grade level (i.e., salary range) for the position.
Position Description Number
A number assigned to identify various types of Position Descriptions.
Position Description Required
Identifies those positions for which a position description must be maintained.
Position Number
A number that identifies an authorized Position.
Positive Input
Data such as hours worked or a bonus amount entered for elements that change each pay
period. Positive input can be entered manually, generated by the system, or received from
other applications.
Positive Task Reporting
A method of time reporting in which all required task elements must be provided (see Time
Reporting)
Positive Time Reporting
A method of time reporting in which all elements of time must be provided (see Time
Reporting)
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Post Differential Percent
Additional compensation that may be paid to certain employees who work in Guam or the
Northern Mariana Islands.
Post Differential, Non-Foreign
A differential payable to an employee at a location in a non-foreign area if conditions of
environment differ substantially from conditions of environment in the contiguous United
States and warrant its payment as a recruitment incentive.
Post-56 Military Deposit
The OPM provides guidelines to Federal agencies on how to calculate and process these
voluntary employee deductions from pay toward the employee's current retirement fund for
those periods of eligible military service.
Posting
In PeopleSoft the process by which accounting entries are created or updated based on user
transaction input and accounting entry templates. In PeopleSoft Receivables, posting is also
known as Receivable Update.
These posted accounting entries in the feeder systems,such as accounts receivable or accounts
payable, must be further processed by the Journal Generator to create journal entries before
posting to the General Ledger occurs.
Post-Tax Deductions
See After-Tax Deductions
Pre-encumbrance
An encumbrance that occurs before an employee/employer relationship exists. You encumber
funds for an employee you have on staff; you pre-encumber funds for an employee that you
anticipate hiring. For example, you would pre-encumber funds for a new position that has just
been approved but not filled.
Pre-encumbrance Ledger
Stores pre-encumbrance amounts. Updated by posting pre-encumbrances, such as purchaseor hiring-requisition source transactions (including journal entries).
Premium
Any additional compensation for extra hours worked, often expressed in terms of factorabove-normal-per-hour pay, such as time and a half (where one-half is premium pay), double
time or triple time. Also, any additional pay provided to a time reporter based on
compensation rules (see Time Administration in your PeopleSoft Time and Labor
PeopleBook).
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Prenote
A prenotification or waiting period requested by banks before processing payroll direct
deposits.
Pre-Retirement Survivor Annuity (PRSA)
A benefit paid to a beneficiary if a pension plan participant dies before commencing benefits.
Qualified plans must offer a pre-retirement survivor annuity, although the employee can be
required to pay for the coverage with a reduction in the benefit.
Pre-Tax Deductions
See Before-Tax Deductions
Previous Day's Close
The previous trading day's last reported trade.
Price Break
Defined in PeopleSoft Order Management, and linked with price sets, a price break defines the
actual adjustments that are made to the list price. They are valid only within a time frame you
establish.
Price Rule
Used in conjunction with price sets, rules are essentially a decision tree that establishes the
search order the system uses in reviewing sets for a match on the variables they reference for
price adjustments.
Price Set
Linked with price breaks, a price set specifies the parameters for your price adjustment. It
establishes selection criteria, determines whether the break is based on quantity or price, and
defines how the adjustment is applied.
Price Source
A service provider or publication that reports the trading activity for a stock traded on stock
exchanges. Examples include Wall Street Journal and Bloomberg.
Primary event code
Primary event codes, also called purpose codes, specify the status of the transaction: whether
it's a new transaction, a cancellation, a duplicate, a status request, and so on. Every transaction
has a primary event code assigned to it.
Primary Insurance Amount (PIA)
The benefit amount calculated under the Social Security benefit formula.
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Primary scroll record
Primary scroll records are the principal SQL table or view associated with a page scroll level.
A primary scroll record uniquely identifies a scroll level in the context of its page: each scroll
level can have only one primary scroll record; and the same primary scroll record cannot occur
on more than one scroll at the same level of the page.
Prior Period
In Time and Labor, any payroll period before the current one.
Prior Period Adjustment
A change or correction to previously reported time or task information, or an insertion of time
or task information. Often requires the original report to be offset (reversed) and the correct
information to be recorded. (see Time Reporting)
Priority Rank
The numeric value assigned to inventory Demand Priority Rules. The lower the number, the
higher priority of the rule and the orders matching that rule.
Private
A tracking method used by a privately held company to track their daily prices. The Board of
Directors typically establishes a price for a period of time. Stock of a privately held company
is not traded on an exchange.
Private Views
User-defined views available only to the user who created them. For more information, see
Budget Views.
Process
See Batch Processes.
Process Definition
Process Definitions are created in the Process Scheduler Manager pages to define each
specific run request. A Process Definition is comprised of a variety of variables including
panels associated with a request, Process Groups, output parameters, run locations, and many
more.
Process Group
Used to associate specific Process Definitions with a Class Profile in Security Administrator.
This allows administrators to restrict an operator's ability to initiate requests.
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Process Instance
A unique number that identifies each process request. This value is automatically incremented
and assigned to each requested process when the process is submitted to run.
Process Job
Multiple Process Definitions can be logically linked into a job request to process each request
serially or in parallel, and optionally initiate subsequent processes based on the return code
from each prior request.
Process List
The set of instructions the system uses during a payroll process to determine which elements
to resolve. A process list is comprised of sections that identify the sets of elements to be
resolved. You build process lists and attach them to calendars.
Process List Manager
The program used during batch processing that reads the Process List and calls the PIN
Manager to resolve elements on the list.
Process Request
A single "run request," such as an SQR, a COBOL program, or a Crystal report that you run
through Process Scheduler.
Process Run Control
A PeopleTools variable used to retain Process Scheduler-defined values needed at runtime for
all requests referencing a run control ID. This is not to be confused with application run
controls, which may be defined with the same run control ID, but only contain information
specific to a given application process request.
Process Scheduler
A PeopleTool that performs tasks behind the scenes of your application. It can run several
kinds of processes, such as COBOL, SQR, and Application Engine programs. You can
schedule processes to run on a regular schedule or at your request. Processes can run on your
workstation or on a server.
Process Scheduler Server Agent
The server-based program (PTPUPRCS) that manages the selection, validation, and initiation
of all queued requests for each defined server within your batch environment (Process
Scheduler).
Process Type
A global process definition under which related process definitions are grouped. This allows
for easy maintenance of Process Definitions that share common parameters.
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Processing group
In order to partition application processing between the client and the application server, it is
necessary to define units that, as a whole, run in one location or the other. We call these units
processing groups.
Processing groups can encompass one or more PeopleCode events. Some processing groups
can run either on the client or on the application server, such as Component Build and
Component Save.
Product
A commodity primarily defined in PeopleSoft Order Management. It may be: 1) The Order
Management view of an inventory item that has attributes the same as or different from those
of its inventory counterpart. 2) A commodity that is not a stocked inventory item such as a
product kit or a service. 3) A tangible commodity that is drop shipped from another vendor
and is never stocked in inventory.
Product Alternate
Alternative products that can replace the product ordered when it’s out of stock or a problem
with a particular product temporarily prevents shipment.
Product Catalog
A configurable list of available products that may be of interest to a specific customer. You
can create two types of catalogs—inclusive catalogs that contain all the products you want
made available to a customer and exclusive catalogs that contain the products you want to
withhold from your customer. By attaching product catalogs to a Sold To customer, you
define the products they can buy.
Product Definitions
This support module describes how other support modules process the instruments that belong
to a particular product. For example, different products have different cash flow
characteristics and may be stratified differently, or may react differently to changes in interest
rates. This module enables you to specify each of these actions for each instrument.
Product Kit
A commodity that consists of a fixed set of components that are sold together. It appears as a
single line on an order, but is represented by multiple lines on shipping documents. Product
kits may comprise inventory items, non-stockable products, or a combination of both.
Product Kit Component
A commodity that is part of a product kit. It may be an inventory item or a non-stockable
product such as a service.
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Product Pricing Model
In the financial services industry, this defines models that describe indices upon which future
rates are paid or charged for an individual product.
Product Tree
A user-defined graphical representation of a company’s product structure. A product tree
defines how products are promoted and determines what users have authority to promote those
products.
Production Maintenance Spreadsheets
A set of spreadsheets generated by an nVision process, containing production ID and
production schedule data extracted from PeopleSoft Production Management. You can add
and maintain production quantity data using these spreadsheets and then import the data back
to Production Management.
Production Option
Effective-dated combinations of BOM codes and routing codes. You can create multiple
effective-dated BOM code/routing code combinations (or production options) for an item.
These combinations can be extracted to PeopleSoft Production Planning. They enable the
specification of multiple production variations for an item and provide control of seasonal
variations by effective date.
Production Option Cost
A cost based on a specific BOM/routing combination (also known as a production option).
The Production Option Cost utility rolls up production options costs based on specific
BOM/routing combinations, enabling you to cost individual production options and later to
have the DataLink pass this cost to the Planning engine. If this utility isn’t run, the Planning
engine will use the standard item cost based solely on the primary BOM and routing instead.
Productive Time
Employee scheduled time spent performing any task for which a position was created; work
performed on behalf of a business entity that is required for that entity to fulfill its business
purpose. Employees doing the work they or someone else was hired to do.
Productive Unit
In Italy employers organize employees into productive units based on agreements between the
unions and the employer.
Profile
A data set that you aggregate from the Enterprise Warehouse, according to the filters you
specify, the Key Performance Indicators you select, and the 3rd party demographic data you
include.
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Profile Factor
In PeopleSoft Demand Planning, the weight index assigned to each Forecast Period to take
into account seasonal fluctuations in demand. The factor or index typically measures the
percentage of difference between the base demand and the expected actual demand in the
period.
Profiles
Group of employees defined according to a list of job codes and departments. You can use
these profiles to ascertain training demands within your organization based on set criteria.
Profit Manager
The Profit Manager is a set of integrated tools that enable true profitability reporting. Profit
Manager features are tightly integrated with the PeopleSoft Analytic Applications and provide
you with ways to ensure data integrity, edit data, and post data to the Performance Ledger
table.
Project
The highest level of hierarchical organization within PeopleSoft Projects. Projects provide the
structure to which activities and resources are added. Each node on a Projects tree represents
a project. Projects can contain other projects as well as activities and resources. This provides
a hierarchical relationship between projects and facilitates cost roll-ups.
In Enterprise Performance Management you use a Project to create or modify a Profile. A
Project contains pointers to data elements that you include in a Profile.
Project
In PeopleSoft Time and Labor, a specific endeavor undertaken to achieve a specific goal.
Typically, projects are approved and undertaken with level of cost, schedule, and performance
already agreed upon. A project is composed of a set of tasks, each of which requires staffing,
provisioning, and/or scheduling. Project progress is often measured in terms of task
completion.
Project ID
The name or number by which a project is to be identified in all tables and pages.
Project Type
A user-definable grouping of projects. Project types are optional.
Projected Run Date
In PeopleSoft Demand Planning, a calculation made that projects a life volume for a period
based on a calculated run rate or performance ratio.
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Projection.
An estimated pension benefit calculated as of a future date or any estimated data used as the
basis for such a calculation.
Promotion
•
For positions under the same type job classification system and pay schedule, a
promotion changes the employee to a higher grade level or makes permanent a
Promotion NTE;
•
When the old and new positions are under different job classification systems and pay
schedules, a promotion changes the employee to a position with a higher rate of basic
pay or makes permanent a Promotion NTE.
Promotion Pattern
In PeopleSoft Demand Planning, an Event function that enables you to apply weights to
promotions across a range of Forecast Period.
Prompting Profile
A task profile usually used by account managers as a way of creating task profiles for
employees who report task time differently by customer. For example, you might have an
account manager who has fifty customers; when the account manager comes in each day to
report time, the system will display all the customers, and indicate which customers it will use
as a default if she doesn’t manually report time.
Prorated
In Enterprise Planning and Simulation, prorated is when the computed forecast and the
summarized forecast are two different versions of the statistical forecast. In addition, the
forecast at the product family level can be allocated down to the individual products. Usually
this allocation is done in proportion to the calculated product forecasts at that level. This
version of the (statistical) forecast is called the allocated or prorated statistical forecast.
Pro-Rate Purchase
A purchase in which the number of shares to be purchased is prorated according to a specified
factor. This may occur when the total number of shares to be purchased is greater than the
number of shares allocated to the stock plan from the treasury.
Prorated Forecast
In PeopleSoft Demand Planning, a forecast developed by factoring the group forecast down
one level at a time to make the sum of the item forecast equal to the aggregate forecast. The
prorated forecast tends to be more accurate than the Statistical Forecast.
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Proration Rule
Element that defines how you want to prorate an item. You use proration rules in numerous
places—for instance you could prorate an earning, deduction, or many of the elements that
make up an earning or deduction.
Proration Threshold Ratios
In PeopleSoft Demand Planning, the upper and lower ratios used as thresholds for
Reasonableness checks when a forecast is developed using proration.
Provider
An entity, such as an insurance company, that provides one or more of the benefits your
company offers. For example, Metropolitan Life Insurance Company is a provider to
companies that use a Metropolitan life plan.
Proxy Person
A highly compensated executive. Corporations must include information regarding the most
highly compensated executive officers in their proxy reporting.
Proxy Statement
The document that must accompany a solicitation of proxy appointment under SEC
regulations. The purpose of a proxy statement is to provide shareholders with the appropriate
information to make an intelligent decision.
PSADMIN
A PeopleSoft utility providing a menu interface to create, configure and administer application
server domains and the Process Scheduler Server Agent (Batch Server).
PSADMIN
A PeopleSoft utility providing a menu interface to create, configure and administer application
server domains and the Process Scheduler Server Agent (Batch Server).
PSAPPSRV
PSAPPSRV is the main server process running within a domain. PSSAPPSRV performs the
functional requests, such as building and loading components. It also manages the memory
and disk-caching for PeopleTools objects on the application server. Each PSAPPSRV process
maintains its own memory and disk cache.
It provides authentication services for incoming users. For instance, it checks the PeopleSoft
OPRID against the directory server or PSOPRDEFN table.
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PSQCKSRV
Essentially, PSQCKSRV is a copy of the PSAPPSRV. It performs quick, read-only SQL
requests. It is an optional Server Process designed to improve performance by handling items
in the PSAPPSRV transaction request queue.
PSQRYSRV
Like the PSQCKSRV server process, PSQRYSRV is designed to alleviate the workload of
PSAPPSRV. PSQRYSRV is designed to specifically handle all user-generated queries
submitted by PeopleSoft Query (PSQED.EXE). This server process is designed to improve
overall application server performance whether or not you have PSQCKSRV configured. It is
specifically, and exclusively designed to process PeopleSoft Query transactions, which can be
very SQL intensive.
PSSAMSRV
It processes conversational SQL transactions primarily for Application Designer.
Public Company
A company that has held an initial public offering and whose shares are traded on a stock
exchange or in the over-the-counter market. Public companies are subject to periodic filing
and other obligations under the federal securities laws.
Public Views
Coordinator-defined views, available to anyone using the application. For more information,
see Budget Views.
Publish/Subscribe
Publish/Subscribe type messaging is performed with PeopleTools Application Messaging
technology. You can send data from one PeopleSoft system to another in an asynchronous
mode—meaning the two systems don’t have to be sending and receiving at the same time.
This is possible because the message transfer is accomplished through a Web server with an
“http: gateway.”
Pull List
Similar to a pick list, a pull list contains multiple replenishment requests, including the
location, quantity, and item quantity required in a specific sorting sequence. You use pull lists
in PeopleSoft Flow Production with Inventory replenishment.
Pull Ticket
A document containing the details of a single request replenishment request, including Kanban
ID, item, quantity, source, and To locations. You use pull tickets in PeopleSoft Flow
Production with Inventory replenishment.
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Punch
Precise instances of date and time recorded for a user and measured in seconds, minutes,
hours, day, month and year and time zone (see Time Reporting)
Punch Duration
Length of time between two punches in increments of hours or partial hours (see Time
Reporting)
Punch Matching
Area of the application which converts paired punches to punch duration by processing
rounding rules and assigning the tasks to the appropriate logical day based on rules established
by the user
Punch Restriction
The facility to constrain a time reporter’s ability to create a punch that deviates from the
schedule (see Time Reporting)
Punch Type
A user defined classification of punches, i.e. In, Out, Start, Stop (see Time Reporting)
Purchase
The issuance or purchase of shares through a stock purchase program. The purchase is made
using current contributions from a participant and any carry-forward remaining for the
participant from previous purchases.
Purchase Price
The discounted price paid for the shares at the end of a purchase period.
Purchase Price Variance
A PeopleSoft Payables matching feature that compares purchase order and inventory prices
for any variance in the prices.
Purge Rules
The rules that define criteria to clear data you no longer need from previous open enrollment
processing cycles in PeopleSoft Benefits Administration.
Pyramiding
A computer calculation enabling an individual owner of one share of stock to use the stockswap technique to exercise a stock option of any size without using cash. Not many
corporations permit pyramiding.
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Q
QDRO
See Qualified Domestic Relations Order.
QDRO Alternate Payee
A former spouse who is entitled to a portion of a participant’s pension benefits as a result of a
court order.
QJSA (Qualified Joint and Survivor Annuity)
A post-retirement death benefit for a spouse. Plans subject to this requirement must provide
an annuity for the life of the participant with a survivor annuity for the life of the participant’s
spouse.
QMCSO (Qualified Medical Child Support Order)
A QMCSO is a court order that requires a group health care plan to provide benefits to the
child of a participant as part of a child support arrangement on the behalf of that participant.
Base Benefits enables the tracking of QMCSOs for dependents.
Qualified Domestic Relations Order (QDRO)
A court order ordering a division of a participant’s pension benefits. This is normally the
result of a divorce and gives a portion of the pension benefits to the former spouse.
Qualified Plan
A pension plan for which the employer can take tax deductions for contributions to the plan.
Investment income of the plan trust fund is not taxable to the employer. Tax law places
restrictions on the plan rules.
Qualifying Dispositions
A transaction whereby a participant sells shares acquired through a stock purchase plan two
years after the grant date and one year after the purchase date.
Quality Function
A level of configuration that enables you to define the fields and attendant information that
provides a base level for inspection plan and integration. Quality functions enable you to map
process-specific field information into PeopleSoft Quality for identification, tracking, and
analysis.
Quality Ranking Factors
Knowledge, skills, and abilities that could be expected to enhance significantly performance in
a position, but are not essential for satisfactory performance. Applicants who possess such
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KSAs may be ranked above those who do not, but no one may be rated ineligible solely for
failure to possess such KSAs.
Quality Server
A PeopleTools-based analysis and graphing program.
Quality Step Increase (QSI)
A step increase awarded to an employee for sustained high quality performance.
Quantity Allocation Method
In PeopleSoft Inventory, the method used to determine how available quantity will be
allocated to prioritized demand lines when using the online reservations page.
Quantity Precision Rules
A set of rules specifying whether item quantities for a given unit of measure are expressed as
whole numbers or as decimals. Quantity precision is set at the inventory SetID and itemUOM levels.
Query
A set of data members that are selected from a Class catalog (provided by the Business
Interlink Plug-in) as well as a generic form of Criteria. The criteria are composed of <lefthand-side> <Relational Operator> <right-hand-side> statements that can be concatenated
using a set of logical operators. All operators and class catalogs are dynamically provided
through the Business Interlink Plug-in.
R
Race And National Origin Code
A code that identifies the employee's basic racial and national origin category.
Range of Dates Reporting
A Time and Labor process that enables you to report a start and stop date, a time reporting
code and task information for a single employee. The system transforms the information into
instances of daily time based on the employee’s schedule or default work schedule, replacing
the scheduled time with the entered Time Reporting code and the number of scheduled hours
on a day-to-day basis.
Range Penetration
In PeopleSoft Workforce Analytics, Range Penetration is the degree to which an employee’s
actual pay has progressed through their salary grade, and is expressed as a percentage. The
calculation is:
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Range penetration = (Employee Base Pay – Range Minimum)/(Range Maximum – Range
Minimum).
Range Width
In PeopleSoft Workforce Analytics, the difference between the maximum and the minimum
values of the pay range calculated using the following formula (and expressed as a
percentage):
(Maximum – Minimum)/Minimum.
Rapid Time Entry
The process that enables you to enter daily time for single employees without the system
editing your field entries. The system populates temporary tables, which are used by a batch
process that reads, edits and moves the data into the appropriate time and labor tables. You
cannot prompt for valid values in any of the fields, and the online system does not edit any of
the data you enter against other tables.
Rate Code
Alphanumeric reference to the cost per hour or unit of time reported to a specific TRC.
Rate Code [Global Payroll]
IDs for pay components. Rate codes define rates of pay and are set up in the Comp Rate Code
table. Rate codes are then used to represent pay components in pages and when you configure
compensation packages in the compensation record.
Rate Code Group
A rate code group is a number of pay components (represented by rate codes) bundled into a
subset of a compensation package. The rate code group is used to calculate percentage-based
components that do not apply the percentage to all pay components in the compensation
package. Rate code groups are constructed on the Rate Code Groups page.
Rate Code Type
Defines how the monetary value of the rate code is calculated. The compensation rate code
type is defined on the Comp Rate Code table. Valid values are Flat Amount, Hourly Rate +
Flat Amount, Hourly Rate, Percent, and Points.
Rate Combinations
The combination of rate types and conversion rates with account types that is linked to your
budgeting model. Typical rate types are current, commercial, floating, average, and historical.
Effective dates define different rates for different budget periods. There are several
conversion rates for any pair of currencies including not only the current rate, but others rates
such as average, historical, asking, and so on. These different types of rates are appropriate
for different types of accounts.
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Rates
The arrays of values used to calculate the cost of a plan to an employee. Rates can be agegraded, service-related, or general, depending upon the benefit plan type. Any number of
benefit program and benefit plan combinations can use each set of rates.
In Enterprise Performance Management, a rate is determined by the user and specifies the
dollar amounts to be calculated for each model. This is a financial services industry term.
Rating Model
The scale used by your company to measure competency proficiency. The default rating
model is the PSCM (PeopleSoft Competency Management) Rating Model that PeopleSoft
delivers with your PeopleSoft Human Resources System.
Raw Punches
See Actual Punch; typically this is distinguished from a rounded punch (see Time Reporting)
Reason Code
Reason Codes provide explanations for occurrences such as returned stock and changes to
order headers, lines, or schedules.
Reason Code
A code describing employee time such as comments for sick time or travel time.
Reasonableness
In PeopleSoft Demand Planning, a technique that checks the trend and projected annual
growth to make sure that a forecast is realistic. If a forecast falls outside either boundary, the
system automatically adjusts it and sends a warning message.
Reassignment
Change of an employee from one position to another without promotion or change to lower
grade.
Recalculate Forecast
In PeopleSoft Demand Planning, a forecasting feature that uses the existing model and its
associated parameters to create a new forecast.
Recalculate VAT at Payment
Allows the VAT amount to be adjusted at the time of payment if an early payment discount is
taken. This calculation option is only valid when VAT is calculated at Gross.
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Receipt Cost Method
Determines how you cost receipts. Receipt cost methods include Actual, Non-Cost, and
Standard.
Receipt Line
A line associated with a Receipt ID that identifies an item and quantity. If the respective
tracking is activated, the lot, lot suffix, and serial number are also identified.
Receivable Update
See Posting
Receivables Item
An individual receivable. An item can be an invoice, credit memo, or debit memo. Items and
payments combined comprise a customer's balance.
Reconciliation
Within PeopleSoft Enterprise Performance Management, reconciliation differs slightly when it
is performed within the PeopleSoft Enterprise Warehouse and when it is performed within the
PeopleSoft Analytic Applications.
In PeopleSoft Funds Transfer Pricing (FTP) and PeopleSoft Risk Weighted Capital (RWC),
reconciliation identifies differences between Performance Ledger balances and the instrument
or position balances, which are risk weighted according to the basis rules you have assigned.
The first step in reconciling basis rule balances is to reconcile the individual balances for
accounts, instruments, and positions. Reconciling the total balances is the second step. This
means that you reconcile the difference between Account/Instrument balances, and the
difference between Account/Position balances.
In the PeopleSoft Enterprise Warehouse, reconciliation is a period-end process that posts
journal entries to the Performance Ledger for the discrepancies found when you reconciled the
individual balances. Typically, you’ll run the PF Reconciliation engine after a period to
compare “to and from amounts” between tables such as REVENUE_F00 and PF_LEDGER,
or the GL_LEDGER and the PF-LEDGER.
Record Date
The date a stockholder must officially own shares in order to vote at the meeting or to derive
an adjustment resulting from a stock split or a stock dividend. The Board of Directors sets the
Record Date.
Record Definition
A logical grouping of data elements.
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Record field
Once a field is inserted into a record definition it becomes known as a Record Field within the
record.
Record Group
A set of logically and functionally related control tables and views. Record groups exist for
two basic reasons:
•
To save you time—with Record Groups, TableSet sharing can be accomplished
quickly and easily, eliminating an enormous amount of redundant data entry
•
To act as a safety net—Record Groups ensure that that TableSet sharing is applied
consistently across all related tables and views in your system.
Record Input VAT Flag
Within PeopleSoft Purchasing, Payables, and General Ledger, this flag indicates that you are
recording input VAT on the transaction. This flag, in conjunction with the Record Output
VAT Flag, is used to determine the accounting entries created for a transaction and to
determine how a transaction is reported on the VAT return. For all cases within Purchasing
and Payables where VAT information is being tracked on a transaction, this flag is always set
to Yes. This flag is not used in Order Management, Billing, or Receivables, where it is
assumed that you are always recording only output VAT, or in Employee Expenses, where it
is assumed that you are always recording only input VAT.
Record Output VAT Flag
For certain transactions within PeopleSoft Purchasing, Payables, and General Ledger, it may
be necessary to record both input VAT and output VAT on the same transaction. Generally,
this would be a situation where the purchaser was required to self-assess VAT. Within these
situations, this flag indicates that you are recording output VAT on the transaction. This flag,
in conjunction with the Record Input VAT Flag, is used to determine the accounting entries
created for a transaction and to determine how a transaction is reported on the VAT return.
This flag is not used in Order Management, Billing, or Receivables, where it is assumed that
you are always recording only output VAT, or in Employee Expenses, where it is assumed
that you are always recording only input VAT.
Record Owner
The "Stockholder of Record" of the stock. This may be different from the "Beneficial Owner"
of the stock.
Record Suites
Record suites are temporary tables that enable the system to track how many processes are
running. These temporary tables leave the fact tables accessible for processing other jobs
simultaneously without impacting your processing.
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Reduction In Force (RIF)
Method used to reduce the number of government workers in an agency.
Reemployed Annuitant
An employee who has retired from Federal employment and is receiving an annuity. His/her
salary is reduced by the amount of the annuity.
Reference Designators
A user-defined alphanumeric identifier that determines where a component is placed in an
assembly.
Reference Transaction
In People Soft commitment control, a reference transaction is a source transaction that is
referenced by a higher-level (and usually later) source transaction, in order to automatically
reverse all or part of the referenced transaction’s budget-checked amount. This avoids
duplicate postings during the sequential entry of the transaction at different commitment
levels. For example, the amount of an encumbrance transaction (such as a purchase order)
will, when checked and recorded against a budget, cause the system to concurrently reference
and relieve all or part of the amount of a corresponding pre-encumbrance transaction, such as
a purchase requisition.
Referential Integrity
Issues that occur when an update to an instance of one object invalidates one or more
instances in a related object. In other words, when you make a change to one area of the
application, referential integrity makes sure the changes do not adversely affect another area
of the application.
Refresh Time
The process that retrieves the appropriate current version of objects related to employee time
(such as task profiles or work schedules) and associates them with that time.
Region Codes
Regions may or may not be physical entities, they may simply be another way to
geographically categorize an area. When a region does represent a physical entity, the region
code has the same characteristics as a business, that is, an address and a language spoken.
Register of Separations and Transfers (ROST)
The ROST is a regulatory compliance document used by federal agencies to summarize the
information in an employee's Individual Retirement Record (IRR). The ROST is a one-page
cover sheet that accompanies a batch of IRRs being submitted to the Office of Personnel
Management (OPM) at the time of an employee's separation from a federal agency.
Employees covered by the CSRS retirement plan require SF-2807. Employees covered by the
FERS retirement plan require SF-3103.
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Registration
The name or names that appear on the stock certificate to indicate who owns the stock.
Registration Statement
The document that must be filed to permit registration of an issue of securities under the
Securities Act of 1933. A major component of the registration statement is the prospectus that
is to be supplied to prospective purchasers of securities.
Regression Analysis
A statistical technique that determines the relationship between two or more variables.
Regression predicts the value of one variable (the dependent variable) based on one or more
independent variables.
Regular Base Compensation
In PeopleSoft Workforce Analytics, the annualized, quoted, compensation rate for a job.
Consists of fixed compensation, does not include variable compensation.
Regular Time
An employee's normal (scheduled/shift) work hours.
Regular Time
In PeopleSoft Workforce Analytics, an employee's normal (scheduled/shift) work hours.
Regulation T
Federal Reserve Board regulations governing the extension of credit by brokers or dealers,
including their participation in same-day sale transactions and sell to cover exercise.
Regulatory Region
The Regulatory Region functionality in PeopleSoft HRMS is designed for use in performing
regulatory and regional edits. You’ll use Regulatory Region to drive PeopleCode edits,
perform set processing, and control what codes and values the operator sees. A Regulatory
Region can be any country (or province or state) where there are specific laws and regulations
addressed by functionality in PeopleSoft HRMS.
In Enterprise Performance Management, a Regulatory Region is a region with a common
regulatory framework; such as a country (CAN for Canada), or a smaller state or provincial
entity (CANBC for British Columbia).
Related Education
Education above the high school level that has equipped the applicant with the KSAs to
perform successfully the duties of the position being filled. Education may relate to the duties
of a specific position of to the occupation, but must be appropriate for the position being
filled.
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Release
An industry standard term associated with the lifting of a company’s Repurchase Option from
a portion or all shares from a Restricted Stock Award (RSA). RSA’s are subject to release
schedules, similar to vesting schedules.
Relevant Constraint
A constraint PeopleSoft Planning considers when it calculates a score and when it optimizes
the schedule. See also Scorecard and Optimize.
Reloads
Some stock option plans provide for the grant of a “reload” stock option in connection with
stock option exercises, typically by means of stock swaps. A reload option feature provides
that upon a stock exercise, the employee will receive an automatic grant of a new stock option
at the then-current fair market for the shares that they exercised or for the shares that they used
to swap.
Remark Codes
Codes that cause the printing of pre-set text passages on a notice of action form. Some
passages are general purpose and others are specific to the personnel action being processed.
Remit From Customer
A customer who is responsible for payments billed to other customers. During cash
application, it's useful to look at open items for the Remit From group.
Remittance Worksheet
A work space in PeopleSoft Receivables used to select drafts for remittance to the bank.
Reorder Point
The identifier that automatically locates a replenishment need for an inventory item. When
the physical quantity in a location falls below the reorder point, a replenishment request can be
created.
Reorder Point Policy
In PeopleSoft Inventory Planning, a policy that determines when a replenishment order is
launched for an item. The policy has several methods that include days supply, lead time
demand, and Fixed Quantity.
Replacement Option
The “new” “replacement” stock option that will replace the original stock option. This option
will have a grant price lower than the original stock option.
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Replenish
A process that indicates when items need to be resupplied from external sources. In
PeopleSoft Inventory, the process can occur on an ad hoc basis or at predefined reorder points.
Replenishment Request
In PeopleSoft Flow Production, an online request for material made when the material is
needed. You can generate replenishment requests manually or automatically using
backflushing. You can communicate that request using pull lists, pull tickets, or Workflow
notifications.
Report Scope
A feature that creates multiple instances of an nVision report using a single report request.
Each instance contains data specific to an individual ChartField, such as a business unit or
department, or for a group of ChartFields, such as all sales departments. Using Scope, each
report instance can share the same layout while containing data unique to these particular
ChartFields.
Reported Time
Clock time or elapsed time provided to the system by the user (see Time Reporting)
Reporting Person
An insider that is regularly considered by the SEC to have material information and policymaking authority for the corporation. These individuals are subject to the reporting
requirements promulgated by Section 16 of the Securities Exchange Act of 1934. Reporting
Persons typically include Directors, Officers, and shareholders with 10% holding interest in
the equity of the registrant’s securities.
Repricing
An agreement between the corporation and the optionee that allows the optionee to cancel an
outstanding high-priced, usually "Out-of-the-Money" stock options for lower-priced options.
Repricing Election
Eligible optionees can choose (elect) to accept the corporation’s repricing offer or choose to
decline the offer.
Repurchase
The reacquisition of shares of stock from an individual by a corporation. This usually occurs
when an individual fails to meet the vesting requirements on a RSA or option that is exercised
before it vested. The corporation might pay the original cost of the shares to the individual or
the fair market value of the shares at the time of repurchase.
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Repurchase Option
An irrevocable, exclusive option to repurchase up to the number of shares that constitute
Unreleased Shares at the original purchase price per share. The Company shall exercise said
option. The repurchase of outstanding shares is regulated under the laws of all states (except
Massachusetts). Under some laws, as under the Model Business Corporation Act, the
repurchase is prohibited unless the corporation remains solvent, in both the equitable and
bankruptcy senses of insolvency and after taking any liquidation preferences of other
outstanding stock into account.
Repurchase Right
A company's contractual right to buy back from an employee any stock resulting from the
exercise of the option. The buy back can be at fair market value, book value, or the original
purchase price.
Reservation Method
The method used to reserve soft reservation items — either batch COBOL reservations or online allocation and reservation.
Reserved
A flag indicating that the inventory item is reserved for stock fulfillment in the inventory
business unit.
Reserved Orders
Orders that have been reserved against on-hand available quantity at the business unit-item
level. Reserved orders are found in the DEMAND_INV table.
Reset
In PeopleSoft Demand Planning, a function of the Forecast Calculation Process that
determines which forecast model will produce the best forecast, meaning the model with the
lowest ratio of error.
Resolution
An activity that closes or partially closes a deduction, such as matching it to a deduction
authorization, writing it off, or sending it back to PeopleSoft Receivables.
Resolution Entry Type
Code that identifies how to process activities for items in PeopleSoft Deduction Management
and how to create accounting entries.
Resolution Method
A set of rules that defines how to automatically match or write-off deductions in PeopleSoft
Deduction Management.
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Resolution Worksheet
The workspace in which deduction items are paired with offset items and resolved or written
off in PeopleSoft Deduction Management.
Resource
In PeopleSoft Manufacturing, any crews, machines, and tools that can optionally be used at
work centers to complete tasks. In PeopleSoft Performance Measurement, any homogeneous
grouping of general ledger line items.
Resources
Resources are the economic elements that are required to perform the activities associated
with your business. Resources are consumed in the performance of these activities, and thus
denote operating costs. In PeopleSoft Activity-Based Management, resources are typically
regarded as the groupings of one or more general ledger accounts. In a service business,
resources might include salaries, office rentals, and costs of capital such as information
systems, depreciation, real estate taxes, and other associated costs.
Resource Amount
The monetary amount of a single, specific resource transaction. The Resource Amount maps
to the Posted Total Amount when posted to the general ledger.
Resource Category
A field for defining individual resource types more specifically. For example, if you have a
resource type of labor but want to break it down further for tracking purposes, you might
define resource categories of architect hours, carpenter hours, plumber hours, and electrician
hours. Resource categories are optional.
Resource Driver
In Activity-Based Management, a Resource Driver defines the quantity of resources used by
an activity.
Resource Group
A category of resource types. You can define relationships between the resource types within
a resource group to facilitate analysis of project costs. For example, if you had resource types
for standard labor and overtime labor, you could group them together in a resource group to
calculate total labor.
Resource Planning
In PeopleSoft Activity-Based Management, Resource Planning focuses on resources
allocations that create expected results like driver rates and cost object costs.
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Resource Quantity
A field on each resource transaction that identifies nonmonetary quantity. For example, on a
resource line for 12 ball valves the quantity would be 12.
Resource Source
A field on each resource transaction that identifies the system in which the cost originated.
For example, PeopleSoft Payables would be the resource source for a resource transaction
created from a voucher in that system.
Resource Subcategory
A field for defining individual resource types and categories more specifically. For example,
if you have a resource type of labor, and resource categories of architect hours, carpenter
hours, and plumber hours, you might want resource subcategories of regular hours and
overtime hours. Resource subcategories are optional.
Resource Supplied
An attribute that enables you define a resource as committed or flexible. A committed
resource is one that will not likely change in the short term. A flexible resource is more likely
to change within the short term.
Resource Transaction
An individual cost line within PeopleSoft Projects. It is through resource transactions that
individual costs and types of costs are tracked. Each resource transaction contains a cost and a
quantity and as many identifiers of that cost as necessary. Resource transactions are created
when you receive information from other systems, run allocations with project resources as
the target, or perform internal transactions such as billing, project closure, or adjustments.
Resource Type
The resource transaction field in PeopleSoft Projects that identifies the resource associated
with a given cost. Resource types may be very general or very specific depending on your
needs; they are used in conjunction with resource categories, resource subcategories, and
resource groups.
Resource Use
Resource Use defines the behavior of a resource within PeopleSoft Enterprise Performance
Management. An intermediate resource is a grouping of general ledger line items that may be
allocated to another intermediate resource or to a primary resource.
Restricted Punch
A punch which is not accepted because it occurs outside of the predefined number of hours
and minutes before or after a scheduled (Understanding Time Collecting Device)
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Restricted Securities
Securities issued privately by the company, without the benefit of a registration statement.
Restricted securities are subject to a holding period before they can be sold under Rule 144.
Restricted Stock Awards (RSA)
An award of shares of stock to an individual, typically granted at the par value or for no
consideration. The shares are awarded on the basis of some future performance goal, either
the passage of time (vesting) or the attainment of a specific goal. When the goal is achieved,
the vesting occurs. The individual, typically, has all other shareholder rights over these shares
such as, voting and dividend rights. The shares are issued in the name of the individual at the
time of the award and are held in escrow until vesting occurs. If an employee terminates prior
to the vesting of the shares then the company normally repurchases the unvested shares.
Retained Grade Effective Date
Date employee became eligible or began receiving a retained grade and pay.
Retained Grade Expiration Date
Expiration date of an employee's retained grade and pay.
Retest Date
In PeopleSoft Inventory, the date a lot should be inspected to determine whether it is still
acceptable for fulfillment or consumption. (Retest Date = Creation Date + Retest Lead Time)
Retirement
Types of retirement are:
•
Mandatory Retirement.
•
Disability Retirement.
•
Voluntary Retirement.
•
Special Option Retirement.
•
ILIA (In Lieu of Involuntary Action) Retirement.
Retirement Coverage Code
A code used to denote an employee's retirement coverage. The major ones include the
following:
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Civil Service (CSRS)
•
Federal Employees Retirement System (FERS) and FICA
•
Foreign Service (FS)
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•
CSRS Offset
•
CSRS - Special (for LEOs)
•
FERS and FICA - Special (for LEOs)
•
Social Security System
•
None
Retroactive Benefits/Deductions
Deductions taken or benefits granted due to a recalculation of previous benefits and
deductions. Late or modified union contracts, late paperwork, and delays in benefit
enrollment processing may all result in a need for benefit/deduction recalculation.
Return Type Code
A designator on returned material authorizations (RMAs) that indicates what actions the return
initiates. This may include replacement of the product or the creation of a credit memo in
PeopleSoft Billing.
Reverse Split
A reduction in the number of outstanding shares of a corporation’s stock, with a corresponding
increase in the stock’s value.
Reversionary Annuity
A form of pension payment where the retiree foregoes all benefit during his or her lifetime so
that the entire benefit is paid as an annuity to a beneficiary after the retiree’s death. If the
beneficiary predeceases the retiree, the benefit is forfeited.
RIDDOR (Reporting of Injuries, Diseases, and Dangerous Occurrences Regulations)
Health and safety regulations in the United Kingdom requiring employers to report certain
types of health and safety incidents to the Health and Safety Executive (HSE).
Rider
A special court-ordered or regulatory provision that may be applied to an enrollment to
expand or limit any dependent or beneficiary coverage.
Risk Function
In Risk Weighted Capital, this is a user-defined formula that the system uses to derive risk
weights.
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Risk RuleSet
Used to assign a number of rules to a basis, for processing by the PeopleSoft Risk Weighted
Capital Application. Used to group together a number of rules that frequently apply to the
same type of balance.
Risk Type
In Risk Weighted Capital, this defines the types of risk associated with your business or
activity. For example catastrophic, credit, legal, operational, regulatory, foreign exchange,
market, interest rate.
Risk Weight
In Risk Weighted Capital, the risk weight is assigned by risk type, and is used to calculate
capital allocation or normalized loss for the account or activity.
Risk Weighted Capital (RWC)
See PeopleSoft Risk Weighted Capital
RIZIV Code
This code is for Belgian employers to track the Federal Institute for Illness and Disability
Insurance category.
ROE (Record of Employment) Reason Codes
ROE codes are defined by the Canadian government for employers to record employment
actions such as Return to School or Pregnancy Leave.
ROLAP (Relational Online Analytical Processing)
ROLAP refers to the analytical processing and analysis of a relational Data Mart cube.
ROLAP, is a form of OLAP that leverages the power and flexibility of relational databases.
Role
A role consists of a designated set of tasks, competencies and accomplishments required for a
job code or a position.
Role user
A PeopleSoft Workflow user. A person's Role User ID serves much the same purpose as their
Operator ID does in other parts of the system. It allows the system to uniquely identify the
user and to determine what data the user has access to.
PeopleSoft Workflow uses Role User IDs rather than Operator IDs because it needs different
kinds of user information than the rest of the system does. Specifically, it needs to know how
to route work items to the user---an email address, for example---and what role the user plays
in the workflow. Plus, you can include role users in your workflow who aren't PeopleSoft
application users and who don't have Operator IDs.
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Roles
Roles describe how people fit into the workflow. A role is a class of users who perform the
same type of work, such as clerks or managers. Your business rules typically specify what
user role needs to do an activity.
Roll Forward
In commitment control, rolling budget balances forward from the budget ledger you are
closing (the source budget ledger) into the new (target) budget ledger.
In PeopleSoft Enterprise Planning and Production Planning, a utility that moves tasks from the
past to a valid point in the future using time periods rather than fixed dates.
Roll Up
The act of totaling sums based on information tree hierarchies. You can roll up data for any
group of details that you have defined as dependent with the Tree Manager.
Rolling Plan
An ESPP offering period where the purchase date is measured from the offer start date. If at
the purchase date, the current stock price is lower than the last stock purchase price, you may
elect to reset your employees to the new lower purchase price. The offering period is now
based of the new purchase date.
Rollup
In PeopleSoft Demand Planning, the process of adding up the demand and forecast Array
from one level to the next from child to parent. Information such as caption, description, and
unit of measure can also be rolled up. The process is also referred to as summarization.
Rounded Punch
A punch that has a company’s rounding requirements applied to it (see Time Administration)
Rounding Rule
Defines a rounding rule. You use rounding rules in numerous places—for instance you could
round an earning, deduction, or many of the elements that make up an earning or deduction.
Routing (Manufacturing and Engineering)
A set of information detailing the method to manufacture a particular item. It consists of
sequentially numbered operations that reference the task to be performed, the work center in
which the task is to be performed, the resources to be used, and the time required to complete
the task. Engineering Routings differ from Manufacturing Routings in that they are not
visible within Production Planning or Production Management and are isolated from
Manufacturing.
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Routing Option
In PeopleSoft Planning, a valid method for replenishing supply for an item. There are two
types of routing options: build options and purchase options. An item may have more than
one routing option.
Routing Transit Number (RTN)
A number that identifies the financial institution to which an electronic payment should be
sent for deposit.
Routings
Routings connect the activities in the workflow. They are the system's means of moving
information from one place to another, from one step to the next. Routings specify where the
information goes and what form it takes—email message, electronic form, or worklist entry.
RSZ (Rijksdienst Sociale Zekerheid) Category Codes
These government defined Social Insurance category codes are used to maintain social
security records for your Belgian employees. RSZ Categories are associated with a Contract
Type, Statute and Substitute for Claeys Formula calculations.
Rule
Representation of a company’s compensation, task allocation, or exception requirements (see
Creating Rule)
Rule 10b-5
A SEC rule that prohibits trading by insiders on material non-public information. This is also
the rule under which a company may be sued for false or misleading disclosure.
Rule 144
A SEC rule that applies to public re-sales of restricted securities as well as all sales by
affiliates. The requirements include (1) current public information about the issuer, (2) a oneyear holding period for "Restricted Securities," (3) unsolicited brokers' transactions, (4) an
amount limitation. the greater of 1% of the outstanding stock or the average weekly trading
volume may be sold during any three-month period, and (5) a Form 144 filing.
Rule Actions
Functions that can be used in the creation and application of a rule (see Time Administration)
Rule Elements
Customer defined pieces of information which are passed to Time Administration in order to
apply and evaluate rules (see Time Administration)
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Rule Period
A Time & Labor period used in the evaluation and application of a rule (see Time
Administration).
Rule Program
Specifies the set of rules the Time Administration process will execute and the order in which
it will execute the rules.
Rule Results
Net effect of the application of a rule; for instance, the creation of time, initiation of workflow,
modification of reported tasks (see Time Administration)
Rule Templates
Templates used to quickly create a variety of rules for the Time Administration program to
execute when processing reported and/or scheduled time. Some examples are. compensation
rules for overtime and holidays, notification rules for irregular attendance, and rules for just
about any other time-reporting situation that requires special processing.
Rules
Rules are your company's business practices captured in software. Rules determine what
activities are required to process your business data.
Rule Set
Rule Sets enable you to apply basis rules to your PeopleSoft Analytic Application in the
sequence that you prefer. This is particularly helpful if there are multiple basis rules for the
same account node, product node, or position source code. Rule Sets can control the
execution sequence of your rule combinations, filter combinations, or both. The first
occurrence on the node will be applied and any other occurrence will be ignored. Rule Sets
are also used with the Data Manager, and with the Currency Conversion engine.
Rules/Time Administration
A physical implementation or execution of a company’s compensation, exception and task
rules (see Time Administration)
Run Control
A run control is a type of online page that is used to begin a process, such as the batch
processing of a payroll run. Run control pages generally start some type of program that
manipulates data in some way.
Run Control ID
A unique ID to associate each operator with their own run control table entries. Process
Scheduler.
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Run ID
Code that uniquely identifies a Run Control for batch processes.
RWC (Risk Weighted Capital)
See PeopleSoft Risk Weighted Capital
S
Safety Stock Policy
In PeopleSoft Inventory Planning, a policy that determines how safety stock quantities are
calculated for an item. The policy has several methods that include days supply and
percentage of demand fill.
Salary
Rate of compensation received by an employee.
Salary Group
Part of a group of defaults assigned to job codes. A salary group may include items such as
steps and grades dependent on individual company parameters.
Salary Plan
A plan of salary defaults, grades, and step components
Salary Step Components
Pay components assigned to a salary step by entering the corresponding rate codes on the
Salary Step Components page.
Salvage Value
An estimate of the amount of money one might receive upon selling an asset once that asset
reaches its useful life. Salvage value is used in several depreciation calculations, including
Straight Line.
Sales Order Rebate and Penalties
Rebates or penalties that are calculated against sales orders independent of Buying
Agreement.
Sales Person
A required field used in PeopleSoft Receivables, Billing, Order Management, and Deduction
Management when working with items. Each item must be assigned to a credit analyst. If no
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credit analyst is assigned to an item, the credit analyst assigned to the customer is used as the
default.
Sales UOM
The only units of measure that can be referenced on sales orders and quotes. You establish
them on the Product Attributes by UOM page.
Same-Day Sale
An exercise and sale occurring on the same day. The exercise of the option and sale of the
underlying shares take place simultaneously. The broker uses the proceeds of the sale to pay
the company the exercise price and any tax withholding and the optionee the net cash (less any
brokerage commission/fees).
Sample Method
One method of entering characteristic readings for a quality control plan. Using this method,
for one given control plan you inspect all the characteristics for the first sample, then all the
characteristics for the next sample and so on.
Scale
On a Goals Matrix (In PeopleSoft Workforce Analytics), a scale that defines the lowest,
middle, and highest levels of performance needed to achieve associated minimum, midpoint,
and maximum levels of compensation pay out. These are referred to as the Threshold, Target,
and Stretch levels, respectively. The scale can be used to standardize multiple performance
goals to a common scale of measurement.
Scenario
A scenario is a particular outcome you are analyzing when you run in Scenario Manager.
Scenarios enable you to study various changes in organization models you created. For each
parent and child model you want to study, you create a scenario ID that you use with all run
controls.
There are two types of scenarios defined in the Scenario Manager: Historical and Forecast. In
the case of an Historical Scenario all future looking fields will be display only and the
Scenario Manager component serves as a wrapper to run any analytic engines. In the case of a
Forecast Scenario, the Scenario Manager refers to all the business rules, forecasts, and
economic assumptions that make up the scenario.
In PeopleSoft Budgeting a scenario is a ChartField used in PeopleSoft Budgeting to identify
different budget iterations that use different assumptions.
Schedule
Specific task, date, and time to be worked by a Time Reporter (see Scheduling)
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Schedule 13D or 13G
Disclosure forms required to be filed with the SEC and the company by a shareholder (or
shareholders) that own(s) more than 5% of a public company. Schedule 13G is a short-form
version of the 13D and may generally (but not always) be used only by institutional investors.
Schedule Group
A category of employees or employee groups associated for purposes of time scheduling.
Schedule Line Number
The line associated with an Order ID. The schedule line identifies an item and scheduled ship
quantity that may be different from the requested quantity due to item availability.
Schedule Number
A number identifying the salary table form that an employee's pay is computed. Also has a
second meaning related to the Payment Voucher processing for the ECS.
Schedule Reconciliation
In PeopleSoft Payables, the process of reconciling scheduled payments by Payment Schedule
ID. Schedule Reconciliation helps U.S. federal agencies meet their requirement to schedule or
group together payment orders for submission to the Treasury Disbursing Office.
Schedule Template
An ordered pattern of workday(s) and/or off day(s) used in scheduling (see Scheduling)
Schedule Type
In PeopleSoft Payables, an indicator of the nature of items purchased with a Payment
Schedule.
Scheduled Punch.
A time reporter’s expected punch (see Scheduling)
Scheduling
A function of PeopleSoft Time and Labor and PeopleSoft Global Payroll that enables you to
create work schedules and assign them to employees.
Scorecard
A weighted sum of constraint violations in a schedule that evaluates the schedule's validity
(that is, acceptability). The score is calculated by adding the value for each relevant violated
constraint. See also Penalty, Weight and Relevant Constraint.
In PeopleSoft Balanced Scorecard, views of a strategy tree’s components and Key
Performance Indicators with red, yellow, or green scores that show its assessments.
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Scrap
Any material outside of specifications and possessing characteristics that make rework
impractical.
SearchIndex
A set of objects that give the programmer the ability to create, delete, insert, and update a
search index and the items within it. Search index items contain a set of statistics about the
document that has been indexed (keywords, number of occurrences, proximity to other words,
and so on) as well as a key that can be used to point to the document (a URL, database key, or
file path).
SearchQuery
A set of objects that allow the programmer to pass a query string and operators to the search
engine and receive a set of matching results with keys to the source documents from the
search index in return.
Seasonal Index
In PeopleSoft Demand Planning, measures the amount by which a forecasting period is
influenced by seasonal effects. The index typically measures the percentage of difference
between the base demand in the period and the expected actual demand in the period. An
index of 100 indicates an average period in a seasonal cycle.
Seasonal Profile
In PeopleSoft Demand Planning,identifies the weight index assigned to a forecast time period
to take in account seasonal fluctuations in the demand.
Seasonality Group
In PeopleSoft Demand Planning, a group of Forecast Items with a repetitive pattern of
demand from year to year where some periods are higher than others. Typically a group of
items is designated as a contributor to the seasonality group. Contributors are chosen because
they are representative of the group, are stable, and have at least two years of demand history.
The seasonality group profile is more stable than individual profiles of the contributors
because the Aggregation process smoothes out random errors.
In Enterprise Planning and Simulation, a Seasonality group is a group of items with similar
seasonal patterns. To determine if a forecast element is seasonal or nonseasonal, by averaging
their history values over a year and determining where they were above and below average.
Seasonality groups capture means seasonal behavior among related products.
Secondary COBRA Events
COBRA qualifying events that extend the amount of time a participant is eligible for COBRA
coverage. For an event to qualify as a secondary COBRA event, it must fulfill the following
qualifications: The participant must already be enrolled in COBRA coverage as a result of an
initial COBRA event, the initial COBRA event must be one that is associated with a change to
the employee’s job status (such as a reduction in hours, termination, or retirement), and the
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secondary event must be one of the COBRA event classifications that involves loss of
coverage for the dependent (such as divorce, marriage of dependent, or death of employee).
See COBRA and Initial COBRA Events.
Secondary event code
Secondary event codes, also called transaction codes, specify the type of transaction in detail.
For example, a transaction's secondary event code could say that the transaction is a catalog
order, a rush order, or a request for a sample. Not all transaction types include secondary event
codes.
Section
A set of logically related elements that are to be resolved during the payroll process. You
define your payroll process by creating sections and adding them to process lists. You can
create four different types of sections: standard, generate positive input, sub-process, and
payee.
Section 16(a)
Provision of the Securities Exchange Act of 1934 that requires company insiders to file
changes in beneficial ownership of the company’s equity securities and periodic reports
disclosing their holdings.
Section 16(b)
Provision of the Securities Exchange Act of 1934 that requires that any profit realized by a
company insider from the purchase and sale, or sale and purchase, of the company’s equity
securities within a period of less than six months must be returned to the company. It is also
known as the "short-swing profit" rule.
Section 423
The Internal Revenue Code section that regulates Employee Stock Purchase Plans.
Section 83(b) Election
A tax filing within 30 days of grant that allows employees granted restricted stock to pay taxes
on the exercise date, rather than the date when restrictions lapse. If an employee files the
election, taxes are based on the fair market value on the exercise date, with any future
appreciation taxed as a capital gain. If the employee does not file an election, taxes are based
on the fair market value on the date the restrictions lapse, which will be higher assuming the
stock has appreciated in value.
Securities Act of 1933
Often referred to as the "truth in securities" law, the act requires that investors receive
financial and other significant information concerning securities being offered for public sale;
and prohibits deceit, misrepresentations, and other fraud in the sale of securities.
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Securities Exchange Act of 1934
The Congressional act that created the Securities and Exchange Commission. The Act
empowers the SEC with broad authority over all aspects of the securities industry. This
includes the power to register, regulate, and oversee brokerage firms, transfer agents, and
clearing agencies as well as the nation's securities self regulatory organizations (SROs). The
various stock exchanges, such as the New York Stock Exchange, and American Stock
Exchange are SROs. The National Association of Securities Dealers, which operates the
NASDAQ system, is also an SRO. The Act also identifies and prohibits certain types of
conduct in the markets and provides the Commission with disciplinary powers over regulated
entities and persons associated with them. The Act also empowers the SEC to require periodic
reporting of information by companies with publicly traded securities.
Security Clearance
Security Clearances (Classified, Secret, Top Secret) are granted to employees by government
agencies and are usually associated with jobs that bring employees into contact with classified
government projects or sensitive technologies.
Security Event
In commitment control, events that trigger security authorization checking, such as budget
entries, transfers, and adjustments; exception overrides and notifications; and inquiries.
Segmentation
You can “segment” components of pay based on such events as changes in compensation,
employee status, or job changes during a pay period. For example, if an individual changes
jobs in the middle of a pay period and your organization has a practice of separating
components earned in the first job from those earned in the second job, you can set up your
system to trigger segmentation of earnings results on the pay slip when there is a change to the
job change action/reason field.
Selective Factors
Knowledge, skills, abilities or special qualifications that are in addition to the minimum
requirements in a qualification standard, but are determined to be essential to perform the
duties and responsibilities of a particular position. Applicants who do not meet a selective
factor are ineligible for further consideration.
Selective Merge
In PeopleSoft Enterprise Warehouse the selective merge allows for an additional WHERE
clause when you delete a merge.
Self-Service Application
Another name for PeopleSoft's HRMS and ERP applications accessed using a browser.
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Sell to Cover Exercise
When an optionee sells a portion of the option shares to cover the exercise cost and any
applicable taxes.
Seniority Pay
A premium paid for seniority or for the length of time an employee works for an organization.
Seniority Pay Components
Pay components whose rate codes are assigned to the seniority rate code class SENPAY
(provided by PeopleSoft) on the Comp Rate Code page, allowing you to access the seniority
pay functionality.
Seniority Rate Codes
A premium paid for seniority or for the length of time an employee works for an organization.
Separate Debit and Credit
A feature in PeopleSoft General Ledger that captures and reports in greater detail the
accounting information that resides in balance sheet accounts. It shows the gross debit/credit
balances in addition to the net balance for each account stored in the ledger. This feature also
supports reversing—debit and reversing—credit journal entries for error correction.
Server Process
A server process is executable code that receives incoming client requests on the application
server. The server process carries out a client request by making calls to a service that
executes SQL against the database.
Service
A service performs a particular task of an application. Examples of services are MgrGetObj,
SQLAccess, RemoteCall, and so on. When a client workstation sends a request to the
application server, it sends a service name and a set of parameters, such as "MgrGetObject +
parameters". The application server associates the service request with the appropriate server
process to complete the transaction.
Service
The PeopleSoft Pension Administration function that determines how much service credit an
employee has accrued.
Service Buy Back
The process by which an employee repays a pension plan in order to restore service credit that
was forfeited when the employee withdrawal previous contributions. Typically, employees
withdraw contributions upon termination and initiate service buy back processing upon rehire.
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Service Purchase
The process by which an employee gets additional pension service credit for periods not
normally considered eligible. The employee “purchases” this service by paying into the plan.
Service Schedule
A table showing how much service an employee earns based on the number of hours the
employee worked during the year or month.
SetID
The label that identifies a TableSet.
Sex Code
Used to indicate gender.
Shape
For a transaction, the set of inputs and outputs for that transaction. For a class, the data
members of that class.
Share
A share of a company's stock. Stock options give you the option to purchase a certain number
of shares of company stock.
Share Price
The price per share of a company's stock. See, also, "stock price."
Shareholder
Owner of one or more shares of stock in a corporation. Also known as a stockholder or
investor.
Shares Available to Issue
The total number of shares authorized, less shares granted, plus cancellations that revert to the
Plan pool.
Shares Cancelled
This is usually triggered by a specific event, such as termination of employment in which the
unvested shares as of the date of termination are no longer available for future vesting and
exercise. These shares are therefore canceled from the option and can be returned to the plan,
retired to treasury or allocated back to a group.
Shares Exercisable
The number of shares that are vested and available for exercise.
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Shares Exercised
The number of shares purchased upon exercise of a stock option.
Shares Expired
Option shares that no longer are exercisable at the end of the option term. The length of the
option term is defined in option agreement. This date is usually the earlier of the exercise
period for vested shares after termination of employment or the full length of the option term.
Shares Outstanding
The number of company shares currently held by shareholders, as tracked by the transfer agent
Shift [Time and Labor]
The block of hours that an employee works in a day, such as nine to five, four to eleven, or ten
to six. In PeopleSoft Time and Labor, Shift is used as a template of clock hours for
scheduling an employee or group of employees to be at work or available to work (on call).
Shifts may be constant, rotating, repeating, and/or split; any given shift may or may not have
an associated Shift Differential or Bonus. A shift is always associated with a Work Schedule,
and consists of clock hour Start and Stop times (two to allow for split shifts), meal periods
(two) and relief periods (two).
In PeopleSoft Workforce Analytics, the block of hours that an employee works in a day such
as nine to five, four to eleven, or ten to six.
Shift Bonus
A fixed amount (either a flat dollar figure or stated in terms of an employee's rate) paid for
working a particular Shift.
Shift Code
A numerical shift identifier that is unique within a SetID.
Shift Differential
Additional compensation paid an employee for time worked during certain shifts. Typically,
shift differential is administered as a flat amount per shift, hour worked, and/or as a percentage
of the amount paid per shift hour or shift worked.
In PeopleSoft Workforce Analytics, a premium paid for work over regular pay, for which
employees on certain shifts may be eligible, such as double-time for late night shifts. Shift
differentials are usually stated as an additional rate or factor.
Shift Elements
Individual components of a shift such as TRC start and stop time, duration (see Scheduling)
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Shift Name
Customer defined nomenclature for a shift (see Scheduling)
Shift Type
A customer-defined classification associated with a shift. The shift type can be used in the
evaluation of rules or exceptions (i.e. On Call) (see Scheduling)
Shift Type [Time and Labor]
Time and Labor defined classification of shifts. Valid shift categories include Flex, General
and Elapsed. Shift categories are used in the creation of time reporter schedules (see
Scheduling)
Shipping Priority Code
Shipping Priority Codes act as tie breakers during order reservation in PeopleSoft Inventory
when different orders are scheduled for the same delivery date and time. When the
reservation process in Inventory encounters a situation where there are more orders than
available stock, the system reserves the order with the highest priority. If schedules are
encountered with the same priority, orders are then considered by order date.
Short Sale
The sale of a security that is not owned or is not delivered at the time of the trade,
necessitating its purchase or delivery some time in the future to "cover" the sale. A short sale
is usually made with the expectation that the stock value will decline, so that the short seller
can eventually cover at a price lower than the original sale, thus realizing a profit. At the time
of the short sale, the broker borrows stock to deliver on the settlement date. A short sale can
be "naked," in which case the seller does not deliver the shares being sold short and must
provide the broker with collateral. Or the short sale can be "against the box," in which case
the seller delivers the shares being sold short for the broker to hold "in the box" until the seller
chooses to close out the short position.
Short-Swing Transaction
A purchase and sale, or sale and purchase, of the issuer's equity securities by an insider within
a period of less than six months. See "Section 16(b)" above.
Short-term Variable Compensation
In PeopleSoft Workforce Analytics, this is cash compensation paid to a worker that is not
fixed; includes bonuses and commissions.
Sibling
A tree node at the same level as another node, where both roll up into the same parent. A
node can be a sibling, parent, and child all at the same time, depending on its location in the
tree.
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Sibling
A tree node at the same level as another node, where both roll up into the same parent. A
node can be a sibling, parent, and child all at the same time, depending on its location in the
tree.
Sibling
A tree node at the same level as another node, where both roll up into the same parent. A
node can be a sibling, parent, and child all at the same time, depending on its location in the
tree.
Sick Leave
Sick leave is accrued by full-time permanent/seasonal employees at the rate of 4 hours every
biweekly pay period; for part-time permanent/seasonal employees, it is accrued at one hour for
every 20 hours worked.
Simulated Workforce
In the PeopleSoft Workforce Rewards product, Manage Compensation module, the calculated
Simulated Workforce = Existing Employees + New Simulated Employees + ReducedEmployees.
Single Life Annuity
A benefit payable during the lifetime of the participant, with no payments made after the death
of the participant. Also referred to as a “life only annuity” or a “straight life annuity.”
Single Signon
This refers to the process by which a user can, after being authenticated by one PeopleSoft
application server, access a second PeopleSoft application server without entering a user ID or
password.
SIREN Code (Système Informatique pour le Répertoire des Entreprises)
This stands for the Electronic List of Enterprises. The SIREN code is assigned to a company
when it registers as a business with the French government, and identifies the purpose of the
establishment for regulatory reporting purposes in France.
SIRET (Système Informatique pour le Répertoire des Établissements)
This stands for Electronic List of Entities. In France the SIRET is an identifying number
given to a French business by the INSEE, an official statistics and economics organization in
France. The SIRET number is a combination of the SIREN and NIC numbers. This number
is used by the tax and social security authorities to identify a business enterprise and its
entities.
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Site Tree
In PeopleSoft eStore, a hierarchical structure that controls navigation, as well as content and
behavior within the header, footer, and left margin areas of the web page template.
Slice
The span of time into which an element is segmented as a result of element segmentation.
Unlike a segment (or period), a slice does not represent a separate gross-to-net process since it
affects only a limited set of elements within a period or segment. Like segments, slices have
their own begin and end dates.
Slice Dimension
A model dimension used to restrict user access to the system. For example, a product
manager’s access to the system can be restricted to only the products he or she is responsible
for by defining “Products” as a slice dimension, and assigning this person the members of the
“Products” dimension he or she can access.
Slice and Dice
Another term for multidimensional analysis. When your data has three (or more) dimensions,
you can think of it as being arranged in a cube (or hypercube), with each side representing a
dimension. When you analyze the data, you “slice” off part of the cube or “dice” it to get to
an individual cell.
Slotting
In PeopleSoft Workforce Rewards, a process by which the system establishes the target
market compensation rates to use for compensating workers in non-benchmark jobs.
Social Security Number
Nine numeric digits assigned to an individual by the Social Security Administration. Also
known as a Taxpayer Identification Number (TIN).
Source
The Source table stores valid journal entry and posting sources. These can include job titles
(such as CFO), user IDs (such as CLERK123), PeopleSoft General Ledger processes (such as
Consolidations), or other applications (such as PeopleSoft Payables).
Source Transaction
In commitment control, any transaction generated in a PeopleSoft or third-party application
that is integrated with commitment control, and which can be checked against commitment
control budgets. For example, a pre-encumbrance, encumbrance, expenditure, recognized
revenue or collected revenue transaction.
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Sparsity/Density
A multi-dimensional concept of whether data exists at intersections of dimensions. If a cube
has many dimensions, but little or no data in some of those dimensions, the cube is considered
sparse. Sparse cubes take up unnecessary disk space and reduce calculation performance.
The goal is to create dense cubes and only use dimension intersections where data actually
exists.
Special Accumulator
A device that accumulates earnings from different sources for a specific purpose. 401(k),
pension and retirement plans use special accumulators. A 401(k) plan might use a special
accumulator to calculate a deduction using regular, vacation, and overtime earnings. Special
accumulators can add to or subtract from a pool of earnings.
Special Payments
A payment that occurs once or under special circumstances (e.g., back pay interest, lump sum
leave, bond refund, longevity bonus, compensatory time reimbursement, death payment,
severance pay, separation bonus, etc.).
Special Rates
Higher salary rates for specific grade levels and occupational groups determined by OPM for
employees working in specific geographic areas. Each area is assigned a separate Schedule
Number.
Specialist
A member of a stock exchange who maintains a fair and orderly market in one or more
securities. A specialist or specialist unit performs two main functions. executing limit orders
on behalf of other exchange members for a portion of the floor broker's commission, and
buying or selling for the specialist's own account to counteract temporary imbalances in
supply and demand, preventing wide swings in stock prices.
Specialized Experience
Experience that has equipped the applicant with the particular knowledge, skills, and abilities
to perform successfully the duties of the position and is typically in or related to the work of
the position to be filled.
SpeedChart
A user-defined shorthand key designating several ChartKeys to be used for voucher entry.
Percentages can optionally be related to each ChartKey in a speedchart definition.
SpeedType
A code representing a combination of ChartField values. SpeedTypes simplify the entry of
ChartFields commonly used together.
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Spending Limits
See Planning Targets.
Split and Join
In PeopleSoft Demand Planning,the process of subdividing a forecast so that multiple users
can make changes to their portions of the forecast. After changes are complete, the portions
are joined back into a single forecast.
Split Deduction
Deduction that you create by splitting an existing deduction into two deduction items. The
new deduction retains the original item ID with an added suffix number.
Split Shift
Periods of productive time split up by period of non-working time; example. a time reporter
comes to work as a busboy for the lunch shift from 12-2 p.m. and then returns to work from 68 for the dinner shift (see Scheduling)
Split Stream Processing
The matching of a payment’s cash information with the payment advice information when
they have been received as separate transmissions through EDI and lockbox.
The uniting of the payment cash with the payment advice when they have been received as
separate information through EDI.
Spokesmen Committee (Sprecherausschusse)
In Germany the Spokesmen Committee represents the interest of the management in your
company before the ownership. The Spokesmen’s Committee is consultative in nature,
although they play a co-determination role on individual employment contracts, hiring, and
dismissals. They also play a role in monitoring employment fairness, equity, and nondiscrimination in terms of nationality, race, religion, sex, and age.
Spouse Demonstration J&S
In the PeopleSoft Pension Administration system, an informational-only form of pension
payment that tells what the spouse’s total benefit would have been if the retiree had chosen the
spouse as the beneficiary rather than a nonspouse beneficiary. You cannot pay pension
benefits based on this form because it is informational only.
Spouse Eligibility Alias
In PeopleSoft Pension Administration, a Custom Statement that defines any criteria that must
be met before the plan will provide an Automatic Spouse Benefit. For example, the plan may
require that the employee and spouse be married a full year before they are eligible for an
automatic spouse benefit.
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Spouse Eligibility Statement
See Spouse Eligibility Alias.
Spread
Depending on the context, either (1) the difference between the bid and asked prices for an
over-the-counter stock, or (2) the difference between an option’s exercise price and the market
price at the time of exercise (i.e., the profit component of the exercise).
SQL Objects
Used to create rules that are more complicated than templates or actions and conditions
allow—select statements, insert statements, table joins, and sub-queries
ST (Strategic Trust)
See Strategic Thrust
Staged Date
The date an item was received into the inventory business unit.
Staging ID
An identifier for a putaway plan. The inventory system sequentially assigns Staging IDs when
it creates the putaway plan.
Standard Cost
A predetermined, fixed cost associated with an Inventory Item or Forecast Item,
representing detailed estimates of each element of cost entering into the purchasing or
manufacturing of an item. Standard cost is used when minor variations in an item's cost are
not needed. The use of standard costs also enables management to determine how much an
item should cost (Standard), look at how much it does cost (Actual), analyze the differences
between the two and their causes (Variances), and compute economic order quantity.
Standard Form (SF)
A standardized form for interagency use by the Federal government. The SF prefix is the
most common but not exclusive one in usage.
Standard Price
In PeopleSoft Demand Planning, the standard selling price associated with a Forecast Item.
The price can be introduced into the system directly in forecast item maintenance or indirectly
using the demand transfer interface. At higher levels in the view where there is no standard
price available, the summarization function can be set up to develop one.
Standard Unit of Measure
The smallest unit of an item that a PeopleSoft application tracks.
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Startup Data
In PeopleSoft Pension Administration, accrued Service, Cash Balance Account, or Employee
Account data loaded into the system in the form of an opening balance and “as of” date. The
alternative would be to load the entire accrual history.
State Record
The State Record is a PeopleSoft record, keyed by process instance, that must be created and
maintained for each Application Engine program. The State Record defines the fields that an
Application Engine program uses to pass values from one SQL statement to another.
Static Group
An employee group in Time and Labor that enables you to control its creation and
maintenance. The group remains the same at all times until you change it.
Static Policy Controls
Determines how a static (versus time-phased) Inventory Policy is to be calculated. Static
controls use period and average methods and their arguments.
Statistical Account
An account that has an associated unit of measure, used for tracking and monitoring statistical
data. For example, the Workstations account uses EA (each) as a generic unit of measure,
while the Floor Space statistical account might use square feet and the Work Days account
would use days.
Statistical Code
The unit of measure used for tracking and monitoring statistical data. For example, using a
statistical code of WS may represent the number of Workstations.
Statistical Forecast
In PeopleSoft Demand Planning,, a forecast developed at each level of the forecast pyramid
and that considers the item’s history in isolation.
Status Checking
In PeopleSoft Projects, a control feature that can be applied to transactions coming into
Projects from cost feeder systems. If the incoming transaction does not conform to
predetermined status and analysis conditions, an online warning will display or the transaction
will be rejected.
Status Position Code
A code that identifies the various conditions of a position, e.g., frozen, classified, etc.
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Statutory Account
Account required by a regulatory authority for recording and reporting financial results. In
PeopleSoft, this is equivalent to the Alternate Account (ALTACCT) ChartField.
Step
A secondary level or subcategory within the primary pay level (depending upon pay plan,
different employees may have a different number of steps within their primary pay level).
Step Progression
In PeopleSoft Workforce Analytics, a pay increase granted to an employee or group whose
salary plan includes steps within grades. Each step increase is a step up the pay range for the
employee.
Stock
In corporate finance, the form in which an owner's interest is represented, distributed in units
known as shares.
Stock Administrator
An individual who administers and manages the corporation’s benefits and/or equity
compensation plans. This individual serves as the contact for transfer agent and broker
inquiries. Stock Administrators manage Stock Option Plans, Employee Stock Purchase Plans,
Restricted Stock Award Plans, and Stock Bonus Plans.
Stock Appreciation Rights (SAR)
A contractual right to receive, either in cash or employer stock, the appreciation in the value of
the employer’s stock over a certain period of time. A SAR can be used alone or in tandem
with Incentive Stock Options (ISO/SAR) or Nonqualified Stock Options (NQ/SAR).
PeopleSoft Stock Administration supports only tandem SAR’s.
Stock Awards
Stock allocations that are processed in the Manage Variable Compensation business process.
Stock Administration creates stock grants from finalized stock awards.
Stock Exchange
An organized marketplace in which bonds, stocks, and common stock equivalents are traded
by members of the exchange, acting as agents (brokers) and as principals (dealers or traders).
Such exchanges have a physical location where brokers and dealers meet to execute orders to
buy and sell securities. Each exchange sets its own requirements for membership.
Stock Option
A contractual right granted by the company, generally under a stock option plan, to purchase a
specified number of shares of the company’s stock at a specified price (the exercise price) for
a specified period of time (generally five or ten years). Assuming that the exercise price is the
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same as the fair market value on the grant date, the option will become more valuable if the
fair market value goes up, because the option effectively gives the optionee the right to buy
stock in the future at a discount.
Stock Price
The price per share of a company's stock. See, also, "share price.
Stock Purchase Participant
An individual who participates in the corporation’s Stock Purchase Plan.
Stock Purchase Plan
A type of broad-based stock plan that permits participants to use payroll deductions
accumulated over a period of time to acquire stock from the company.
Stock Split
A change in the capitalization of an issuer that increases or decreases the number of securities
outstanding, and adjusts the value of the securities accordingly, without a corresponding
change in the assets or capital of the issuer. For example, if an employee has options to
purchase 25 shares at $10 per share and the company has a 2-for-1 stock split, the employee
thereafter has the option to purchase 50 shares at $5 per share.
Stock Swaps
A payment method that can be used to cover the cost of the exercise price and taxes depending
on whether it is allowed by the plan. When an employee elects to exercise a stock option by
means of a stock swap, they surrender already-owned shares of stock to pay the total required
option exercise price and/or taxes for the option being purchased. The surrendered shares are
usually valued at the fair market value of the company’s stock on the date of exercise.
Stock Trading Symbol
The three or four letter symbol used to identify a company's stock on the stock exchange
where it trades. Also known as a "ticker symbol".
Stock Withholding
A cashless method of satisfying the withholding taxes due upon the exercise of a stock option
by authorizing the company to withhold from the shares being exercised a number of shares
equal to the taxes.
Stockholder of Record
Person or entity, often a broker or the Depository Trust Company, named on the issuer's or
transfer agent’s stock record books as the owner of shares held in "street name." The
stockholder of record acts in part as a way of safekeeping stock certificates that might
otherwise be lost by the beneficial owner, and also in order to keep the identity of the
beneficial owner confidential from the company.
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Stock-In Probability
A replenishment option for defining transfer parameters for PeopleSoft Demand Planning or
Inventory Planning upload files. The option is the percentage of time you want to have the
item on hand for the Business Unit and is used to calculate safety stock.
Stop Time
Out punch
Storage Area
A division of a Business Unit used to store material and to track Inventory Transaction.
Storage areas might include shipping and receiving docks, staging areas, warehouse zones,
and inspection and quality control departments. Each storage area can be divided into a
maximum of four levels, with each level representing a physical subdivision of the area.
Storage Level
A hierarchical subdivision of a storage area.
Storage Location
The combination of a storage area and that area's most detailed storage level. This is the
smallest definable physical space within an Inventory Business Unit.
Strategic Initiatives
In PeopleSoft Balanced Scorecard, actions the organization must take to implement strategy.
May be temporary or short-term in nature.
Strategic Thrust (ST)
In PeopleSoft Balanced Scorecard, four to five statements or paragraphs that summarize the
core components of an organization’s strategy. Strategic thrusts describe the key areas across
which a scorecard is balanced. They are themes or goals your organization is striving to
achieve; more specific descriptions of what you must do to achieve that goal are defined by
critical success factors. Key performance indicators may be attached to strategic thrusts as
long as there aren’t critical success factors below them, but typically strategic thrusts aren’t
directly associated with key performance indicators.
Strategy Tree
In PeopleSoft Balanced Scorecard, the hierarchical relationships of the objectives your
organization is striving to achieve. Used as the foundation for a scorecard, and typically
balanced across four major categories: Financial, Customer, Learning and Growth, and
Internal Processes. These are made up of Vision, Strategic Thrusts, and Critical Success
Factors.
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Stratification Engine
A support module that structures the volume of financial accounts and balances at a large
financial institution to a manageable scale for processing by the PeopleSoft Funds Transfer
Pricing (FTP) and PeopleSoft Risk Weighted Capital (RWC) applications. It categorizes data
by a range of values and summarizes data based on rules you define for FTP and RWC.
Stratification Wizard
Stratification Wizard is a tool you can use to quickly create new stratification rules or update
the existing rules. Stratification Wizard prompts you for each of the possible source and
destination fields, grouping operations, and summarization actions to be performed.
Stratification Wizard enables you to stratify your data according to tiers, discrete values,
periodic increments, and numeric increments. It also enables you to leave the data aggregated.
Streams
An optional feature that enables you to reduce processing time by processing groups of payees
simultaneously.
Street Name
See "Stockholder of Record".
Stretch
In a Goals Matrix performance scale (In PeopleSoft Workforce Analytics), this is the level of
performance for which an employee achieves maximum pay out. Performance above this
level receives no greater pay out.
Strike Price
The price per share which must be paid in order to exercise the stock option. The strike price
is typically the fair market value of the stock on the grant date. Also known as the "exercise"
or "grant" price.
String constant
String constants are delimited in PeopleCode by using either single (‘) or double (") quote
marks.
Strip Funding
One of several methodologies used by PeopleSoft Funds Transfer Pricing (FTP) to derive
maturity when calculating FTP rates based on matched maturity funding. This approach
matches the projected cash for the instrument in each time period, with a specific cost of funds
rate for that cash flow. The FTP rate for the instrument is then calculated by weighting the
cost of funds rate for the cash flow in each time period by the term of the cash flow.
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Structured Query Report (SQR)
A type of printed or displayed report generated from data extracted from a PeopleSoft SQLbased relational database. PeopleSoft applications provide a variety of standard SQRs that
summarize table information and data. You can use these reports as is, customize them, or
create your own.
Style File (Verity)
Collection style refers to a set of configuration options that are used to create the indexes
associated with a collection. A collection has one collection style and it is defined in a set of
style files before creating the collection.
SubCustomer Qualifier
A value that groups customers into a division for which you can generate detailed history,
aging, events, and profiles.
Sub-Process Section
A type of section you can add to a process list. Sub-process sections are especially useful for
performing iterative processes such as gross ups (calculating the gross amount for a given net
amount). You can include conditional logic within a sub-process section.
Subscription
The process of mapping fields, selecting data parameters and submitting the information to an
outside vendor.
Substitute Item
In PeopleSoft Manufacturing, an item that can be used when there are no primary components
available in inventory or when there is a long-term shortage of the original item. The
substitute item can be defined at three levels: setID, business unit/item, and bill of
material/engineering bill of material.
Subtask
A lower-level Planning task in a schedule's hierarchy that rolls up into a parent task. For
example, an operation performed on a production ID would be a subtask of the production
order.
Summarization Process
See Rollup.
Summary ChartField
A feature for creating summary ledgers that roll up detail amounts based on specific detail
values or on selected tree nodes. When detail values are summarized using tree nodes,
summary ChartFields must be used in the summary ledger data record to accommodate the
maximum length of a node name (20 characters).
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Summary Forecast
In PeopleSoft Demand Planning, a type of forecast that results from adding up the adjusted
forecast totals from the next lower level, meaning the sum of the children's forecasts for the
parent. The summary forecast at level one (1) is always zero since there is not a logical lower
level.
Summary Ledger
An accounting feature used primarily in allocations, inquiries, and PS/nVision reporting to
store combined account balances from detail ledgers. They increase the speed and efficiency
of reporting by eliminating the need to summarize detail ledger balances each time a report is
requested. Instead, detail balances are summarized in a background process according to userspecified criteria and stored on summary ledgers. The summary ledgers are then accessed
directly for reporting.
Summary Tree
A tree used to roll up accounts for each type of report in summary ledgers. In effect, summary
trees enable you to define "trees on trees." In a summary tree, the detail values are really
nodes on a detail tree or another summary tree (known as the basis tree). A summary tree
structure specifies the details on which the summary trees are to be built.
Summed Adjustment Type
When the system finds multiple summed discounts, they are added together, and applied once.
Super Tree Utility
A PeopleSoft Enterprise Warehouse utility that enables you to combine multiple effective
dates of a tree into one. This super tree contains all tree changes for a certain period of time
enabling you to analyze effective dated trees more easily.
Supplemental IRR
An IRR type used when a federal employee's retirement deductions were originally underreported. An agency can create a Supplemental IRR to report the difference in the retirement
deduction amount to the Office of Personnel Management (OPM).
Supplemental Tax Method
A payroll tax calculation method that uses a straight percent rather than allowances. The
percentage depends on state requirements.
Supply Chain Warehouse
See Warehouses.
Support Costs
Activity costs not directly connected to production.
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Support Modules
The support modules are a collection of engines and analysis models that derive values, rates,
financial calculations, and prices. PeopleSoft Analytic Applications take this data and use it
for further processing. The support modules perform processes that are used in the financial
services industry. They are only utilized by two of the PeopleSoft Analytic Applications: Risk
Weighted Capital (RWC) and Funds Transfer Pricing (FTP).
Support Team
A group of people working together to sell to and/or support a customer. You can assemble
support teams and associate them with ship to customers, quotes, sales orders, and Buying
Agreement.
Supporting Element Overrides
Provide a mechanism to override various supporting element types, such as brackets,
dates, durations, formulas, and variables, at various different levels.
Supporting Elements
Supporting elements are building blocks for other elements. In PeopleSoft Global Payroll,
they are used in combination with other elements to create rules. They are not stand-alone.
Typical supporting elements are arrays, brackets, rounding rules, and fictitious calculations.
Suspend Exercise
As a condition of a leave of absence, a company may stipulate to restrict the exercise of shares
during the leave or for a period of time. Only applicable if the Stock Action is LOA.
Suspend Vesting
As a condition of a leave of absence, a company may stipulate to suspend vesting of shares.
Only applicable if the Stock Action is LOA. If a company does not Suspend Vesting then the
Vest Deferral Grace Period and Service Rule are not applicable.
Suspended Item
In PeopleSoft Demand Planning, an item suspended by the system. The suspension is due to
the lack of demand for the number of periods defined for the item's Control Group.
System Element
In PeopleSoft Global Payroll, system elements are delivered and maintained by Peoplesoft.
There are two types of system elements: database system elements and system-computed
elements. Database system elements contain payee-related data that can be used frequently in
a calculation, such as department ID, location, and personal data. System-computed elements
are automatically populated by the payroll process.
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System Functions
A list of all activities that the system supports, along with their associated General Ledger
distributions.
System-Defined Count
The PeopleSoft Inventory feature that employs user-defined criteria to begin the count
creation process.
System-Defined History
Any statistical information updated by the posting and aging programs, maintained to reflect
customer credit standing.
T
T+3
The obligation in the brokerage business to settle securities trades by the third day following
the trade date. "Settlement" occurs when the seller receives the sales price (less the broker’s
commission) and the buyer receives the shares.
Table
The underlying format in which data is stored by columns (fields) and rows (records, or
instances).
Table Lookup
A utility in PeopleSoft Pension Administration that finds an unknown value based on a known
one in your data set. For example, you can look up an interest rate based on a year, or an
actuarial factor based on an employee’s age.
TableMaps
In the PeopleSoft Enterprise Warehouse, TableMaps define the physical relationships between
related tables. TableMaps allow you to define “families” of related tables and the columns
that define the key relationships between the tables.
TableSet
A group of rows across control tables identified by the same SetID.
TableSet Sharing
Specifying the control table data for each business unit so that redundancy is eliminated.
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Tardy
The circumstance when a time reporter reports for work after the scheduled start time
Target
In a Goals Matrix performance scale (In PeopleSoft Workforce Analytics), this is the
performance level your organization establishes as the norm for performance and pay out.
Target Cost
A desired target cost (for production, engineering or marketing) is found by subtracting the
desired profit margin from a competitive or estimated price.
Target Currency
The value of the entry currency or currencies converted to a single currency for budget
viewing and inquiry purposes.
Target End Date
The intended end date for employee schedules in Time and Labor reporting. You establish a
target end date, and depending on the work schedule templates, the application determines
what the actual end date should be.
Target Grade
Highest obtainable grade for a position.
Target Matrix
In PeopleSoft Workforce Rewards, the Target Matrix defines the level of award to be paid
based upon a predetermined level of performance that a defined measure is evaluated against.
Target Plan
In PeopleSoft Workforce Rewards, a plan for distributing compensation awards, in which the
level of the award is linked directly to a predetermined level of performance that a defined
measure is evaluated against. For example, a Target Plan for a Sales group might be as
follows: “As a group, increase the business unit’s net income by 10% and each member of the
group will be eligible for an award equal to 5% of base pay.”
Target Rate
In PeopleSoft Workforce Rewards, calculated market rates you choose to use as new target
pay rates for the jobs in your organization. Think of these target rates as pay guidelines, in
support of your company’s overall pay strategy.
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Target View
In PeopleSoft Demand Planning, the of the views being reconciled during the Cross-View
Reconciliation process. During the process, fields for reconciliation are defined for both a
source and target view.
Tariff
In Germany a Tariff is a contract between the employee’s unions and the employers'
association, defining labor agreements on issues such as standard working hours, income, and
vacation. This contract is valid for all of Germany for the business or industrial sector the
company is working in (such as Banking or Metal).
Tariff Area
In Germany, additional labor agreement terms beyond those in the Tariff, such as salary plans
or employee reviews, can also be applied based upon the Tariff Area. The Tariff Area is often
split along regional lines (such as Bavaria or Berlin).
Task
See Manufacturing Task and Planning Task
Task
A piece of work assigned to or demanded of a person; a unit of work (see Time Reporting)
Task Entity
Individual component of a task; for example, Project ID, Activity ID, Work order,
Department, Company, Business Unit (see Time Reporting).
Task Profile
A way of viewing or establishing where to allocate employee task information for a day and
time. The task profile fields that appear on the page are established by the Task Profile
Template.
Task Profile
Entity that establishes the default values for optional and required task elements. This can be
for single or multiple tasks. (i.e. default values based on hours allocation, percentage
distribution, equally distributed or by prompt) (see Time Reporting)
Task Rules
A methodology that is applied to scheduled, reported and payable time to allocate or
redistribute task assignments (see Time Administration)
Task Transfer
Department transfer
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Task Values
The customer defined value for a specific task element i.e. Customer 1, project 1, etc (see
Time Reporting)
Taskgroup
Identifies the default time reporting templates, task template, and task profile(s) for time
reporters that share the same task reporting requirements.
Taxable Benefits
Any employer contributions that are subject to Federal Withholding Tax.
TDS (Transfert de Données Sociales)
In France the TDS is a social security transfer report, submitted on magnetic media to the
government.
Team Member
An individual who is part of a support team. Each team member may be in a commissionable
or non-commissionable role.
Technical Scenario
In PeopleSoft Enterprise Warehouse technical scenarios allow you to set up the object type
values that the Resolver uses to chunk the record/TableMap you’ll resolve. Technical
scenarios allow technical users to define chunking criteria that enable chunks to run in
parallel. This allows for parallel data processing.
Template
A portal template is simply HTML code, associated with a web page, to define the style and
layout of the page. Templates allow a developer to build an HTML page by combining
HTML from a number of sources. Templates do two basic things: define the layout of the
page, and define where to get HTML for each part of the page.
Template Pagelet
One piece of an overall template. For example, in a given template, there may be one
template pagelet for the universal navigation header and one template pagelet for the target
content.
Temporal Constraint
A relationship between Planning tasks that defines their sequence and timing in a schedule.
Temporal constraints cannot be violated by the Optimizer. PeopleSoft Planning constraints
include finish to start, start to start, finish to finish, start to finish.
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Temporary Continuation of Coverage (TCC)
The TCC program, as prescribed by the OPM, requires Federal agencies to provide to
separating Federal employees the opportunity to temporarily continue their FEHB coverage
for up to 18 months (unless involuntarily separated because of gross misconduct), provided
the individual pays the full cost of coverage, including both the employee and government
share and a two percent administrative charge. Agencies may elect to provide this service inhouse or enter into cross-servicing agreements with another Federal agency.
Tenor
Used by the PeopleSoft Funds Transfer Pricing (FTP) application to refer to the maturity of an
instrument. It represents the length of time an instrument is available as either a source or use
of funds. The FTP application calculates the transfer price for an instrument, based on the
marginal cost of funds of similar liquidity and tenor.
Term Certain and Continuous Payment Option
See Certain and Continuous Payment Option.
Term Certain Payment Option
See Certain Only Payment Option.
Termination
A transaction in which an employee ceases to be an employee of the corporation.
Threshold
In a Goals Matrix performance scale (In PeopleSoft Workforce Analytics), this is the
minimum threshold for adequate performance, the designated level of performance below
which it is inappropriate to pay incentives.
Think-time process
Think-time functions suspend processing either until the user has taken some action (such as
clicking a button in a message box), or until an external process has run to completion (for
example, a remote process).
Three-Tier
A three-tier architecture introduces an intermediary application server between the client
workstation and the database server to improve performance. Within PeopleSoft, the
application server sends the SQL to the database and then returns results to the client in the
form of lightweight Tuxedo messages.
Threshold Checking
In PeopleSoft Projects, a control feature that can be applied to transactions entered directly
into Projects or integrated into Projects via the INTFC_PROJ_RES table. If the transaction
exceeds a predefined tolerance, a warning will display or the transaction will be rejected.
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Thrift Savings Plan (TSP)
A voluntary retirement savings and investment plan for Federal employees administered by
the Federal Thrift Investment Board.
Ticker Symbol
The three or four letter symbol used to identify a company's stock on the stock exchange
where it trades. Also known as a "stock trading symbol".
Tiers
In the financial services industry, Tiers are ranges that you set up for stratifying your
instrument data (such as amounts, rates, and numbers) into specific groups. You define Tiers
within Stratification Engine.
Time Administration
A process which provides four [separate] different online tools for creating, maintaining, and
applying an organization’s compensation, task, and exception rules to both reported and
scheduled time. templates, actions and condition, SQL objects, and user exits
Time and Labor Period
A distinct, configurable period of time used by all the PeopleSoft Time and Labor processes
(see Time Reporting)
Time and Labor User
Either a Time Reporter or a Time Manager
Time Capture Device
Third party system or methodology for collecting elapsed or time capture device time, i.e.,
time capture device, IVR, Fax, etc. (see Time Reporting)
Time Collection
A Time and Labor feature that collects positive and exception time reports, applies appropriate
business rules and edits to the reported time to ensure validity and reasonableness, and returns
errors and questionable items to the time reporter for correction or scrutiny. Time collection is
also responsible for scrutinizing future (previously) posted time information for correctness
when those reports are ready for use.
Time Collection Device
A group of time collection device lumped together and named for ease of assignment to
employees. In other words. clock group 1 is made up of clock 1, and clock 2. Employee 123
is assigned to clock group 1 and can then punch in at either clock 1 or clock 2. (see
Understanding Time Collection Device)
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Time Collection Device time
Reporting time by recording actual starts and stop times (see Time Reporting)
Time Dimension
Determines how date-related information is presented in a Cube View. This dimension
defaults to a two-level hierarchy consisting of the Inventory Policy year and a standard
period, such as monthly.
Time Fence
In PeopleSoft Planning, a user-defined parameter that specifies the business rules to be used in
the generation of the plan. PeopleSoft Planning time-fence types include start of time, end of
time, planning close date (demand time fence), purchase order fence, leveling fence, action
message cutoff, and planning time fence.
Time Manager
An individual who supervises Time Reporters
Time Period
A period of Time used in Time and Labor rules processing. You can categorize time periods
in terms of days, weeks, or months. You establish day, week, or month-type periods for use
when you apply rules for compensation, holidays, and so on.
Time Report
A payroll time and/or labor distribution time report for an employee for any date within the
employee’s current period.
Time Reporter
Any employee or contractor for who time is reported or generated in PeopleSoft Time and
Labor.
Time Reporter Information
Values associated with the Time Reporter that are displayed when entering or viewing
reported time and facilitate the processes of Time Reporting and Time Management (see Time
Reporting)
Time Reporting
Any information required by a business unit that can be attributed to an individual employee
(worker/contractor) and can be expressed in hours.
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Time Reporting Code
A hybrid of two PeopleSoft objects: the Payroll Earnings Type and the Human Resources
Absence Type. The Time Reporting Code represents the level at which a business actually
needs to track employee time to support all of its administrative and compensation needs.
Time Reporting Code Type
Categorization of a time reporting code. Valid categories include. units, amounts, hours or a
combination of hours and amounts (see Time Reporting)
Time Reporting Group
See Group [Time and Labor].
Time Segment
For Service, Cash Balance Accounts, and Employee Accounts, employees can accrue benefits
differently at different times. The period of time during which employees use a particular rule
is that rule’s time segment.
TimeSpans
Relative periods, such as year-to-date or current period, that can be used in various PeopleSoft
General Ledger functions and reports when a "rolling" time frame, rather than a specific date,
is required. TimeSpans can also be used with Flexible Formulas in PeopleSoft Projects.
Tolerance
In PeopleSoft Projects, a value that is defined at either the project or activity level as either a
percentage of a project’s funding or an actual amount.
In commitment control, the percentage over budget that you allow, excluding revenues applied
to increase budget limits, before the system creates an exception.
Total Authorized But Unissued
The combined total number of shares from Shares Available to Issue plus Total Options
Outstanding.
Total Compensation
In PeopleSoft Workforce Analytics, this is generally the officially recognized compensation
provided an employee in the course of their employment with an organization; includes both
direct compensation and benefits compensation.
Total Compensation Management
The ability to track and report on all types of cash programs, non-cash programs, benefits and
deferred compensation for all current workers, ex-workers and individuals associated with exworkers who receive compensation due to the employment of the ex-worker.
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Total Non-Compensation
In PeopleSoft Workforce Analytics, generally, this is the often unrecognized compensation an
employee receives in the course of their employment with an organization; it includes
Learning and Development compensation such as training, and Workplace Environment
Compensation such as telecommuting privileges or other prerequisites.
Total Options Outstanding
The number of company shares currently held by shareholders as tracked by the transfer agent.
Derived by using the number of Prior Outstanding plus Grants, less Exercises and less
Cancellations.
Total Rewards
In PeopleSoft Workforce Analytics, this is the total rewards provided to an employee by their
employment with an organization; it includes their officially recognized total compensation,
and less often recognized total non-compensation.
Tour of Duty
The scheduled days and hours per day of attendance at a duty station for an employee.
Tracking Signals
PeopleSoft Demand Planning,a forecasting tool that detects bias in the forecast and provides
an early warning of an unstable forecast. There are six tracking signals associated with each
Forecast Item that correspond to the six most recent historical periods.
Trade Payment
An authorization for a customer deduction in a Promotion application.
Training Report 2483
The Training Report 2483 is a French regulatory report used to declare vocational training
your company has provided to your employees. It is also known as the Declaration 2483
Report. The purpose of the report is to receive tax deductions from the government based
upon the amount of money your company has spent on training.
Transaction
A named command with optional named and typed inputs and outputs. The associated external
system or the Business Interlink Plug-in understands this command. The types of inputs and
outputs are based on a set of generic types.
Transaction
A named command with optional named and typed inputs and outputs. The associated external
system or the Business Interlink Plug-in understands this command. The types of inputs and
outputs are based on a set of generic types.
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See also Inventory Transaction or, for PeopleSoft Projects, Resource Transaction.
Transaction catalog
Lists transactions used to interface to the external system.
Transaction Code
In PeopleSoft Projects, an additional field on each resource transaction that is used in
conjunction with accounting entry templates. Transaction codes enable you to deal with
exceptions to your accounting entry templates without having to create additional transaction
types. You can set up separate accounting entry templates for resource transactions containing
the transaction codes you create. The accounting entry templates for those resource
transactions lines can then use the same transaction types, but specify different accounts.
In PeopleSoft Asset Management, transaction codes identify special asset transactions and are
used in conjunction with transaction type to create accounting entries.
Transaction Code
Identifies what action has taken place against the position.
Transaction Costing
See Multidimensional Costing
Transaction Currency
In the financial services industry, the original currency in which a company conducts its
business activities. When a company has multinational operations, it may use different
transaction currencies. These are translated to the base currency for consolidation and
reporting of financial results.
Transaction Date
The date a transaction actually occurred as opposed to the date the transaction is recognized—
the accounting date (although the two dates can be the same).
Transaction Dated
Data aggregated over a date range.
Transaction group
The package can contain one or more transaction groups. Each transaction group is a set of
transactions of the same type, with the same trading partners involved.
Transaction Loader
The SQR in PeopleSoft Asset Management that transfers load lines from the Loader tables
into the PeopleSoft Asset Management Tables as assets and open transactions.
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Transaction Tables
In the PeopleSoft Enterprise Warehouse, these are tables that contain dynamic information and
are keyed by business units.
Transaction Type
The building blocks of accounting entry templates in PeopleSoft Asset Management and
Projects. For each transaction type you create you define specific transaction lines. The
transaction lines are then transferred into accounting entry templates. In the accounting entry
templates each transaction line is assigned a specific general ledger account.
Transactional System
A business application for performing the business transactions that keep your company
running. Transactional applications, and the databases that support them, are optimized for
quick transaction processing. Because they are constantly changing and are not optimized for
data retrieval, transactional system databases are not usually the best source of data for
analysis.
Transfer Agent
An individual or firm who that keeps a record of your shareholders and the number of shares
they own. Transfer Agents also issue new share certificates and cancel old certificates.
Unlike Brokers, Transfer Agents are not responsible for selling stocks. Instead they are
primarily concerned with maintaining records on all stocks which your company has issued.
Transfer Forecast
In PeopleSoft Inventory Planning, a Generation process option that transfers the forecast from
the target view in Demand Planning forecasts. The process only transfers items from Demand
Planning that have been set to update the Inventory Policy.
Transfer Punch
The start of a work period that specifically denotes a change in task and usually compensationrelated characteristics
Transfer Type
An interunit transfer setting PeopleSoft Production Planning and Enterprise Planning use to
determine where it will obtain item data for transfer tasks. If the type is a supply or demand
transfer task, the Planning engine only processes the transfer item for a single location,
reducing the time for plan processing. If the transfer type value is both, the Planning engine
processes the transfer item using data from both the To and From units.
Transfer Worksheet
A work space for transferring an open item from one customer to another.
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Transferable Stock Options
Options that may be transferred by the optionee, generally only to a family member or to a
trust, limited partnership or other entity for the benefit of family members, or to a charity.
Translate Table
A system edit table that stores codes and translate values for the miscellaneous fields on the
database that do not warrant individual edit tables of their own.
Translate Table
A system edit table that stores codes and translate values for the miscellaneous fields on the
database that do not warrant individual edit tables of their own. In most cases PeopleSoft
maintains the Translate Table.
Transport Rate
The Transport is a statutory deduction in France. Each establishment has a rate, and the
URSSAF notifies establishments of this rate on a yearly basis. This deduction is used by the
region to subsidize transportation, and maintain and build roads.
Transportation Lead Times
The transportation lead time is the in-transit interval from the date and time a shipment leaves
your warehouse (Inventory Business Unit) to the date and time it arrives at your customer's
receiving dock. The transportation lead time is used in calculating the scheduled shipment and
scheduled arrival dates on the order when you enter either a requested arrival date or a
requested shipment date.
Travel And Relocation Date
Length of time an employee must remain in the Government after the Government has paid to
relocate him/her from one official duty station to another or for initial appointment.
TRC Program
A program that runs the level at which an organization actually needs to track employee time
to support all of its administrative and compensation needs. TRCs are assigned to TRC
Programs, which are ultimately assigned to workgroups. Multiple Workgroups can share
these TRC Programs.
Treasury Interface files
These are DOS-based files generated by PeopleSoft in accordance with FMS file layouts for
transmission of payment data to one of the FMS' Regional Financial Centers.
Treasury Position Code
In the financial services industry, this is a lookup code used for off-balance sheet treasury
position accounts, such as foreign exchange, derivatives, precious metals, or any other account
position that is the result of trading room and treasury operations.
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Treasury Stock
Shares of a company’s stock that have been repurchased or otherwise reacquired by the
company and are "held in treasury." Whether the treasury shares count as "issued" or as
"outstanding" shares of the company is a matter of state corporate law. Generally, a company
may not vote its own shares held in treasury.
Treasury Stock Method
The method of calculating primary and fully diluted earnings per share when common stock
equivalents such as unexercised stock options exist. Required under generally accepted
accounting principles.
Tree
The graphical hierarchy in PeopleSoft systems that displays the relationship between all
accounting units (for example, corporate divisions, projects, reporting groups, account
numbers) and determines roll-up hierarchies.
Tree Compare Utility
A PeopleSoft Enterprise Warehouse utility that enables you to compare effective dates for
trees. The results page shows nodes that have been added, deleted, or moved from one parent
to another. You may also view the detail objects that have changed.
Tree control
Tree Control is a hierarchical search tool that you can imbed in a panel. Tree Controls give
the user a view of hierarchical data structures and enable them to drill down through the
hierarchy to a particular row of data.
Tree Denormalizer
The Tree Denormalizer Application Engine process converts trees into multi-column data
format so they can be used by third-party OLAP or ROLAP tools.
Trigger
See Event Trigger.
Trustee Extract
A PeopleSoft Pension Administration data extract containing data that a third party needs in
order to produce pension checks.
Turnover Costing
In PeopleSoft Workforce Analytics, this is a calculation of the cost to the organization of
employee turnover, in dollars.
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Turnover Rate
In PeopleSoft Workforce Analytics, the rate that employee’s are leaving the company.
TUXEDO
BEA's middleware product used to manage transaction queues, server process initiation,
system administration, time-outs, data encryption, compression, logging and other application
server processing.
Two-Tier
A two-tier architecture refers to the traditional client/server model in which a client
workstation connects to and sends SQL directly to the database server.
Type of Appointment
Indicates the specific type of appointment, e.g., part-time permanent, full time temporary, etc.
U
Underlying Security
The security underlying a stock option that an optionee has the right to buy, or the security
underlying a convertible security.
Underpayment Adjustment Limit
The maximum amount or percent above which underpayment adjustments are not allowed for
a given business unit.
Underwater Option
When the current market price is below the option exercise price. When an option is
underwater, it would cost more than the underlying stock is worth to exercise the option. Such
options are also described as being "out-of-the-money."
Underwriter
An investment banking firm that actually buys the shares from the company in a public
offering and then resells them (at a slightly higher price) to its customers.
Unexpected Losses
In the financial services industry, these occur when the economic capital is exhausted and the
insolvency rate is exceeded. Unexpected losses are determined by a targeted insolvency rate
(confidence level); for example, a 99.7% confidence level indicates that there is a 0.03%
estimated probability that the unexpected losses will exceed economic capital (or shareholder
equity).
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Union Code
Part of a group of defaults assigned to job codes. Union code may be used by human
resources to group similar jobs or bargaining units together, dependent on individual company
parameters.
Unit Code
In the financial services industry, Unit Code is used as an alternate means of measuring the
relative size of companies participating in external surveys. A typical measure would be the
number of employees in a company. The concept of unit is generic enough that the units can
be other measures besides number of employees. For example, in the hospital industry the
unit could be the number of hospital beds. Or in the hotel industry the unit could be the
number of rooms.
Unit of Measure (UOM)
A type of unit used for quantifying in PeopleSoft systems. Depending on the application,
units of measure might describe dimensions, weights, volumes, or amounts of locations,
containers, or business activities. Examples include inches, pounds, workhours, and standard
cost dollars.
Unit of work
Each transaction group includes one or more individual units of work. A unit of work is a
single transaction that you want to commit or rollback as a whole.
Unitize Assets
The process of unitizing a single load line, usually originating from a different application,
into multiple assets in PeopleSoft Asset Management.
Univariate Forecasting Technique
In Enterprise Planning and Simulation, the Univariate Forecasting Technique is a forecasting
method that uses only the recorded history for the value to forecast its future.
Universal Navigation Header
Every PeopleSoft portal includes the universal navigation header, intended to appear at the top
of every page as long as the user is signed on to the portal. In addition to providing access to
the standard navigation buttons (like Home, Favorites, and signoff) the universal navigation
header can also display a welcome message for each user.
Unscheduled Punch
A punch that is made be a time reporter who was not scheduled (see Time Reporting)
Unvested Shares
Unvested stock options are options that have not vested and, therefore, are not exercisable.
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URI
A URI does not include the query string (the text following a ? on the URL). You can think of
it as a subset of the URL that points to the resource, but does not include any parameters being
passed to that resource. From the above example, the URI portion of the URL is as follows:
http://serverx/InternetClient/InternetClientServlet
URL
In this document, the term URL refers to the entire query string. The following is an example
of a URL:
http://serverx/InternetClient/InternetClientServlet?ICType=Script&ICScriptProgramName=W
EBLIB_BEN_401k.PAGES.FieldFormula.iScript_Home401k
URSSAF Code
The URSSAF is the body responsible for ensuring payment of Social Security contributions
by all French employers.
Useful Life
The amount of time an asset may be depreciated.
User Data
PeopleSoft Demand Planning,data held in user-defined fields. These fields provide for storage
of additional data that is not supplied by the standard set of fields in the system. The fields
can also become part of the key for the Forecast Item at each level within the Forecast View.
User-Defined History
A summary of customer receivables activity that is defined by the user.
User-Field Code
PeopleSoft Demand Planning,a definition of a set of user-defined fields that contain data
specific to the installation.
V
Valuation
The way a company represents the value of a non-monetary award such as stock.
Value allocation
A process in PeopleSoft Workforce Planning, by which you assign an overall monetary value
to a competency strategy for your organization, and assign a weight or importance to the roles,
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competencies and accomplishments in the strategy. The system then allocates a breakdown of
the value to roles, competencies, and accomplishments in the strategy based on their relative
weighting or importance.
Value Object
In the PeopleSoft Enterprise Warehouse, Value Objects are a metadata layer that provides
descriptive information about fields and values. Value Objects are used as constants in Data
Manager target object definition.
Variable
Temporary storage for use or defined information used in the creation and application of rules
(see Time Administration)
Variable [Global Payroll]
An element type that defines and stores values such as a character, date, or number. You can
use variables to create generic formulas for situations where you use the same values over and
over again in a calculation.
Variable Compensation
In PeopleSoft Workforce Analytics, direct compensation that is not fixed, that is paid out in
variable amounts, such as bonuses and commissions.
Variable Plan.
A plan in which either the number of shares and/or the price at which they will be issued is not
known on the grant date.
VAT Account Type
A code that identifies the different types of accounting entries that must be created for VAT
transactions. These codes are also used to categorize transactions in the VAT transaction
table. The account type is used in conjunction with the VAT code and VAT transaction type
to determine the VAT ChartFields used for a given VAT accounting entry.
VAT Apportionment
For mixed activity, VAT apportionment is the mechanism that allows you to specify the ratio
of taxable activity to exempt activity for individual ChartFields.
VAT Calculation Method
Options are Net or Gross. When calculating VAT at net, the early payment discount is applied
to the goods amount before calculating the VAT. The amount of VAT calculated using this
method is the amount that is to be paid, regardless of whether the early payment discount is
actually taken at time of payment. When calculating VAT at gross, the VAT is initially
calculated based on the gross transaction amount. The early payment discount is not taken
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into account at this point. However, in some countries an adjustment is made to the VAT
amount at the time of payment, if the early payment discount is taken.
VAT Calculation Type
Options include Exclusive or Inclusive. If exclusive, the VAT amount is stated separately
from the goods amount. If inclusive, the VAT is not stated separately but is included with the
goods amount.
VAT Code
The tax code used to define a percentage the system uses to determine the VAT amount. The
VAT code is similar to the sales and use tax code, with a few exceptions. The tax authority
tied to the VAT code generally consists of a single authority, and the ChartFields for a VAT
code don’t reside with the tax authority but are determined by the combination of the VAT
code, VAT account type, and VAT transaction type.
VAT Declaration Point
When VAT transaction information is declarable for reporting purposes. Options include
Invoice or Payment. If you choose invoice, the system will recognize VAT at invoice time; if
you choose payment, the system will recognize VAT at the time of payment.
VAT Entity
The level or entity within an organization at which VAT reporting is performed. VAT entities
can be registered for VAT in multiple countries, but only one country can be designated as the
VAT entity’s home country. VAT and Intrastat reporting information and VAT default
information are defined for each country in which the VAT entity is registered. You may also
specify any VAT exceptions—either exoneration or suspension from paying VAT—for any
country in which the entity is registered.
VAT Exempt Supply or Purchase
A transaction where the product or item is non-taxable or exempt from VAT. No VAT code is
associated with the transaction. Although no tax is applied to the transaction, the transaction
is still logged in the VAT transaction table.
VAT Exonerated
A transaction where the purchaser has been determined as not subject to VAT. For these
cases, there may be an exoneration certificate number tied to the purchasing entity (either the
customer or the VAT entity) as proof of exoneration. A zero-rated VAT code should be
associated with transactions where exoneration applies. The transaction is still logged in the
VAT transaction table, but no tax is applied.
VAT Rebate Percent
Within Canada, for Public Service Bodies, the percentage of VAT that is not normally
recoverable but which may be refunded in the form of a tax rebate.
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VAT Recoverability Percent
The percent of VAT that’s recoverable.
VAT Registration Countries
Country codes associated with a VAT registration number for a particular customer or VAT
entity.
VAT Transaction Table
Stores detailed transaction information for VAT reporting. It is the primary source of
information for all VAT reports. Each application is responsible for writing to this table and
also to a cross-reference table used to link entries in the VAT transaction table with entries
within each application.
VAT Transaction Type
Used to categorize VAT transactions according to particular VAT accounting and reporting
requirements. The VAT code and the VAT transaction type are used in conjunction with the
VAT account type to obtain the ChartFields for accounting entries.
VAT Treatment
A description of how the transaction must be treated for VAT purposes. This is used to
determine how VAT defaults are applied, what accounting entries are required, and how and if
the transaction is reported on the VAT return.
VAT Use ID
A code used to identify the type of activity in which a purchased good or service will be used,
and therefore to determine a recoverability percent and a rebate percent (when applicable) that
will be applied to a transaction line. Activities are categorized as taxable, exempt, or mixed.
Where activity is mixed, you may associate either the ratio of taxable activity to exempt
activity directly with the Use ID, or you may indicate that this ratio is determined at the
ChartField level.
VdkVgwKey
A key within a Verity BIF file for every document to be indexed. VdkVgwKey values must
be unique across all collections that will be searched in any one application.
Vendor Draft
A draft issued by a vendor. PeopleSoft Receivables generates vendor drafts, provides a
flexible worksheet environment for approval management, and enables discounted or standard
submission for bank processing. PeopleSoft Payables receives vendor drafts and associates
the appropriate vouchers.
Verity
The third-party search engine integrated with the PeopleSoft Portal.
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Verity Fields
Verity fields are stored in the collection for retrieval and searching, and can be returned on a
results list. Fields are defined in the BIF file and stored in the collection for retrieval and
searching, and can be returned on a results list. Fields, like date and numeric fields can be used
with the comparison operators (<,<=,>,>=).
Verity Thesaurus
The custom thesaurus consists of lists of synonyms defined in a synonym control file and can
be used for synonym searching. After defining synonym lists in the control file, you use the
mksyd utility to create a custom thesaurus (a control file which has the .syd extension) that the
search engine uses.
Verity Topics
Verity applications can provide end users with predefined search criteria called topics. A
topic is a named object that represents a concept, or subject area and can be used for synonym
searching. It consists of words and phrases grouped together using the Verity query language
in a tree-like structure. When provided, topics can be shared by all users.
Verity Zones
Zones are specific regions of a document to which searches can be limited. When the zone
filter is used, the Verity engine builds zone information into the collection's full-word index.
The index, enhanced with zone information, permits quick and efficient searches over zones.
Searching a zone is faster than field searching. Zones are defined in the DAT file. The
contents of a zone cannot be returned in the results list of an application.
Version
There can be up to five budget versions for each Budget Center level in a Budgeting Model.
Budget versions are used to perform what-if analysis and comparisons of budget amounts
before the user selects one version to submit as the Budget Center’s budget plan. PeopleSoft
Budgeting-specific.
Vest Deferral Grace Period
The specified period of time within which an optionee must return from leave to avoid having
the vesting differed. Only applicable if the Stock Action is LOA. Suspend Vesting must be
selected for this rule to be applicable.
Vest Deferral Grace Period Service Rule
If the company provides a vest deferral grace period, they may stipulate that only certain
individuals are eligible for the grace period based on service with the company. Only
applicable if the Stock Action is LOA. Suspend Vesting must be selected for this rule to be
applicable.
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Vest Immediately
A stock option plan may provide that upon specific types of terminations, or upon a case by
case scenario, all unvested shares held by an individual can be made immediately vested as of
a specific date. Some companies' plans provide that under certain circumstances, such as
retirement, the vesting of option shares accelerates upon termination of employment. When
this occurs, you must modify the vesting schedule before you terminate the individual.
Vested Shares
Option shares that are free of any ownership restriction. Generally, vested exercised shares
are fully owned by the optionee, free from restrictions and freely tradable.
Vested Termination
The termination of an employee who has a vested benefit. The benefit is deferred until the
participant reaches retirement age. The employee is considered “Terminated Vested,” “Term
Vested,” or simply “TV.”
Vesting
The method by which a granted option becomes free of all restrictions and the Optionee has
full rights to the shares.
Vesting Schedule (Template)
A convenient way to set up the framework for a vesting schedule that can be uniformly
applied to individual options. When you grant stock options, you define a vesting schedule to
determine the default-vesting schedule for the option.
Vesting Service
The service used to determine an employee’s vesting percentage. Rules for accruing vesting
service may be different from rules for accruing other plan service credits.
VETS–100 Federal Contractor Report
This report is required of employers in the United States. It lists federal job classifications,
and the number of employees and new hires in the last 12 months who are special disabled
military veterans or Vietnam era military veterans. It also provides totals for each job
classification of both veterans and non-veterans who hold these jobs.
View
PeopleSoft Demand Planning,a multilevel forecast structure. Each view is associated with a
unique view ID and includes information that defines the view and structure type. The three
types of views are working, disbursement, and dynamic.
For PeopleSoft Budgeting see Budget View.
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Virtual Tasks
In Time and Labor, Virtual task data is associated with a taskgroup profile that defines
common characteristics for a given Taskgroup and Task Profile ID. A single row of data is
linked to multiple Earnings records for multiple employees. By minimizing the physical
storage of daily task data we provide enhanced performance without limiting its functionality.
Vision
In PeopleSoft Balanced Scorecard, the overall mission of an organization. Usually the highest
level on a strategy tree. Vision is optional; you aren’t required to have a vision component on
each strategy tree.
See also Strategy Tree
Volume
Total share volume traded in a stock during market hours.
W
WA (Workforce Analytics)
See PeopleSoft Workforce Analytics
Waiver Of An OPM Qualification Standard
Involves setting aside requirements in a published standard to place an employee in a
particular position, usually to avoid some kind of hardship to the employee, such as in cases of
RIF or administrative error on part of the agency. Extra training and/or skills development
may be needed to help the employee adjust to the new position. Waivers are granted by OPM
or an agency, as appropriate, on a case-by-case basis, and do not directly affect other positions
in the organization.
Warehouses
A warehouse reporting and analysis solution that supports the specific PeopleSoft business
application that warehouse is using. It consists of predefined ETL maps, data warehouse tools,
and Data Mart definitions. The warehouses are we deliver are: PeopleSoft Financials
Warehouse, PeopleSoft HRMS Warehouse, PeopleSoft CRM Warehouse, and PeopleSoft
Supply Chain Warehouse.
Warning Exception
A transaction that exceeds the available funds but is allowed to continue to be posted against
the budget. Warnings are informational only.
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Warrant
A type of security, usually issued together with a bond or preferred stock, that entitles the
holder to buy a proportionate amount of common stock at a specified price, usually higher
than the market price at the time of issuance, for a period of years or to perpetuity. A warrant
is usually issued as a sweetener, to enhance the marketability of the accompanying fixed
income securities. Warrants are freely transferable and are traded on the major exchanges.
WCB
In Canadian provinces the Worker’s Compensation Board (WCB) operates as an independent
board, and thus would have different requirements in each province. For example, in British
Columbia the organization is called the Worker’s Compensation Board of British Columbia
and in the Province of Quebec, the board is known as Commission de la Santé et de la Sécurité
du Travail (CSST).
Weight
In PeopleSoft Planning, a user-defined value for the constraints that can be violated,
determining how the schedules score will be calculated. Violations that are more critical to
your schedule merit a higher weight.
Weight and Volume Pricing
You can price shipments by weight or volume to create price prices. Weight and Volume
pricing requires using estimated shipments.
Weighted Average Cost of Funds
The projected principle payments for an instrument are used to derive a series of matched
maturity funding rates, which in turn are used to calculate the overall base PeopleSoft Funds
Transfer Pricing (FTP) rate. The Weighted Average Cost of Funds (WACF) method
calculates a weighted average FTP rate where each of the funding rates is weighted by the
principle payment amount and the term to maturity of the payment.
WFA (Workforce Analytics)
See PeopleSoft Workforce Analytics
WGI Due Date
Identifies the date of an employee's next within grade increase. Current policy is that the step
increase is implemented on this date automatically unless prevented by the processing of an
unsatisfactory performance appraisal.
WGI Non-Creditable Days
Total number of days that cause the WGI due date to be adjusted forward.
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Whole Calendar Month
An instruction telling the system to use every day in each month for this time period. The
system fills in the last day of the period according to the information you have entered.
Wildcard
You can replace the right-hand characters in a search field with a percent (%) wild card to
query a range of values beginning with the remaining, left-hand characters. For example, by
entering ‘2%’ in a six-character field, you will receive a range of available values, such as
200000 through 299999 or 2aaaaa through 2zzzzz.
Window Period
The ten-day period, from the third to twelfth day after public release of a company's financial
statement, when insiders may exercise their stock-appreciation rights without violating
Securities and Exchange Commission rules for short-term trading.
Windows Client
Traditional PeopleSoft 32-bit client. Windows clients connect to the application server domain
(Tuxedo) using a port number (or connection string) specified in PeopleSoft Configuration
Manager.
WIP Replenishment Method
Designates how the PeopleSoft Flow Production request is communicated. For a
replenishment method of Inventory, the Workflow, Pull Ticket, and Pull List replenishment
methods are available. With feeder line replenishment, you can only use Pull Tickets.
WIP Replenishment Mode
Determines how PeopleSoft Flow Production is triggered to generate a replenishment request
for an item. Replenishment options include Backflush, Manual, and Kanban Card.
WIP Replenishment Source
Determines where you send your PeopleSoft Flow Production replenishment request and what
source supplies your WIP location. Options include Feeder, Inventory, and Vendor.
Withdrawal
An election not to continue participation in a stock purchase plan.
Withdrawal of Contributions
In a pension plan, the act of returning pension contributions, with interest, to an employee who
is terminating. An employee who withdraws contributions typically forfeits all service
associated with those contributions. If the employee is later rehired, repayment of
contributions and interest typically reinstates the forfeited service.
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Withholding
A deduction taken by employers out of taxable income of an individual. Typical withholding
taxes include federal income taxes, federal social security, Medicare taxes, and state and local
income taxes.
Within Grade Increase (WGI)
A longevity-based increase in salary based on predetermined time in grade requirements and
acceptable performance.
Work Council (Comité d'Enterprise)
In France it is mandatory for companies with more than 50 employees to elect a Work Council
to represent the employees in negotiations with management.
Work Effort
See Activity Type.
Worker
In PeopleSoft Workforce Analytics, workers are defined as anyone who performs functions
for the organization, and receives compensation from the organization's operating expense
funds in return. Workers can be direct employees or independent contractors. This includes
individuals contracting business directly from the company or through an agency.
Work Group
In PeopleSoft Enterprise Performance Management, the work group is a grouping of
employees that share a similar activity profile.
Work Period
A Days On/Days Off template; the smallest unit of time that a business uses to communicate
with their employees regarding when to be and/or not to be at work (that is, time working and
time not working). The work period can be any number of hours. Until clock hour reporting
is implemented, the application does not care about the number of hours. The initial Time and
Labor product will apply the work period to a calendar day.
Work Queue
In PeopleSoft Demand Planning and Inventory Planning, a feature for reviewing and working
with exceptions created during the processing of forecasting and inventory data.
Work Schedule
A template consisting of a sequence of work periods (days) on and off, and the number of
scheduled hours per work period. Work Schedules and Work Periods should not be confused
with calendar days.
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Worksheet
A way of presenting data to the user through a BAM interface that enables users to do in-depth
analysis using pivoting tables, charts, notes, and history information.
Work Templates
Work templates describe your employee’s work patterns. Work templates could apply to
individuals or entire organizations. For instance, 9 AM to 5 PM, Monday through Friday is a
fairly standard working week in organizations.
Workday
A 24-hour period rounded by daybreaker with one or more associated shifts (see Scheduling)
Workday Override
A function that allows a Time Manager to override a Time Reporter’s schedule for a single
workday. For example, Jane’s long-term schedule assignment is Monday – Friday, 8.00 to
17.00. Due to an increase in production demand, her manager needs to schedule her to work
7.00 to 18.00 on Thursday, 16 March 2000. Her manager needs to be able to make this
change to her schedule in the PeopleSoft Time and Labor system, so when Jane checks her
schedule for this week, she’ll see the revised schedule.
Worker
Workers can be defined as anyone who performs functions for the organization and receives
compensation from the organization's operating expense funds in return. Workers can be
direct employees or independent contractors (includes individuals contracting business
directly from the company or through an agency).
Workers Compensation
The days an employee is on LWOP due to sustaining an injury or illness while on the job.
Workflow
The background process that creates a list of administrative actions based on your selection
criteria and specifies the procedure associated with each action.
Workflow
The background process that creates a list of administrative actions based on your selection
criteria and specifies the procedure associated with each action.
Workforce Monthly Report (Déclaration Mensuelle Obligatoire des Mouvements de Main
D’oeuvre)
In France, companies that employ 50 or more employees are required to submit the Workforce
Monthly Report to the Administrative Division of the Ministry of Work and Social Relations.
The report contains workforce information for a given establishment of a company, including
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the total number of employees and details of employees who have joined or left the
establishment during the month.
Workgroup
A user-defined group of employees who share identical compensation rules. A workgroup
may be equivalent to all the employees in a business enterprise, all employees in a Paygroup,
all employees belonging to the same Union or Union Local, or all employees who work at a
specific work location.
Worklist
The automated "to do" list that Workflow creates. From the Worklist you can directly access
the panels you need to perform the next action, and then return to the Worklist for another
item.
Worklist
The automated “to do” list which Workflow creates. From the worklist you can directly
access the pages you need to perform the next action, and then return to the worklist for
another item.
Works Councils (Betriebsrat)
In Germany, the works councils for your company are internal committees elected by the
employees that represent the interests of salaried and hourly paid employees, other than
management. Every work location in your company has it's works council (this would be the
local works council) and the company as a whole has a central works council.
Work-Study Program
Government or non-government programs supervised work experience related to a student's
course of study and are a part of, or a supplement to, education. Federal student-trainee
programs are examples of such programs.
X
Y
Yearly Maximum Pensionable Earnings (YMPE)
Amount set by the government upon which Canadian Pension Plan (CPP) contributions are
made.
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Z
Zero-Based Budgeting
A budgeting option that builds a budget from the ground up starting with zero values. This is
in contrast to an incremental budget that is based upon using prior year actual or budget values
as starting point. PeopleSoft Budgeting-specific.
Zero-Rated VAT
A VAT transaction with a VAT code that has a tax percent of zero. Used to track taxable
VAT activity where no actual VAT amount is charged.
Zip Code
The term for postal codes in the United States.
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Index
A
Application Engine
setting properties 5-3
troubleshooting processes on the client
troubleshooting processes on the server
application server
configuring 5-1
8-3
8-3
C
custom template
creating 3-8
inserting chapters 3-9
inserting steps 3-10
inserting tasks 3-10
modifying step properties
3-13
D
database configuration
editing 6-1
database configuration options
specifying settings 6-2
Documentation Directory
setting 3-2
specifying 3-2
documentation window
definition 2-3
I
installing
Upgrade Assistant 1-1
Windows service pack 1-1
J
Job Status edit menu
complete command 2-8
restart command 2-8
run command 2-8
set documentation directory command
stop command 2-8
view log command 2-8
view script command 2-8
view/edit job properties 2-8
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Job Status file menu
export job to Excel command 2-8
filter upgrade documentation to file command
2-8
new upgrade job command 2-7
open upgrade job command 2-8
save upgrade job command 2-8
Job Status grid
comments 2-7
duration 2-7
end time 2-7
Job Status view 2-7
start time 2-7
status 2-7
step description 2-7
total duration 2-7
Job Status options menu
database configuration command 2-9
merge templates command 2-9
upgrade assistant command 2-9
Job Status run menu
cancel command 2-9
start command 2-9
Job Status Template Tree
complete symbol 2-7
error symbol 2-6
processing symbol 2-6
restart symbol 2-6
run symbol 2-6
stop symbol 2-6
Job Status toolbar
menu definitions 2-7
Job Status view
definition 2-5
Job Status grid 2-7
Template Tree 2-6
Job Status view menu
activity command 2-9
collapse all command 2-9
documentation command 2-8
expand all command 2-9
job details command 2-8
M
2-8
maintain security
editing 5-3
INDEX
1
PEOPLESOFT UPGRADE ASSISTANT
P
PeopleBooks
printed, ordering vi
PeopleTools upgrade
definition 4-16
restarting an upgrade 4-18
troubleshooting 8-1
Process Scheduler
configuring 5-1
process types
Application Engine 7-1
Build Project 7-1
Compare and Report 7-2
Convert Application Engine 7-1
Convert Fieldnames 7-1
Convert PeopleCode 7-1
Convert Workflow 7-1
Copy Database 7-3
Copy From File 7-3
Copy To File 7-3
Create Project 7-1
Custom Defined Process 7-1
Data Mover-Bootstrap 7-2
Data Mover-User 7-2
DBTSFIX 7-2
Load Base Data 7-2
Manual-Stop 7-2
SQL Command 7-2
SQL Script 7-2
SQR Report 7-2
Upgrade PeopleTools 7-3
PROCESSREQUEST component interface
building 5-2
T
Template Tree
definition 2-2
Job Status view 2-6
troubleshooting
Application Engine processes on the client
Application Engine processes on the server
other 8-4
PeopleTools upgrade 8-1
U
upgrade
INDEX
2
8-3
8-3
defining 3-1
generating filtered documentation 4-15
PeopleTools 4-16
restarting a PeopleTools upgrade 4-18
Upgrade Assistant
installing 1-1
process types 7-1
using 2-1
upgrade job
completing database configuration 4-9
configuring database 4-3
creating 4-1
editing job properties 4-12
other process log files 4-14
performing manual stop 4-10
reviewing job status 4-9
running 4-10
selecting products 4-5
setting general preferences 4-7
setting import and export preferences 4-6
setting language preferences 4-6
specifying directories 4-4
starting the Run process 4-10
viewing data mover log files 4-13
viewing files 4-12
viewing log files 4-12
viewing Run process script files 4-14
viewing SQR report log files 4-12
upgrade template
adding steps 3-4
creating 8-4
creating custom templates 3-8
deleting chapters 3-7
deleting steps 3-7
deleting tasks 3-7
description and properties 2-3
documentation window 2-3
merging templates 3-11
modifying step properties 3-5
renaming chapters 3-8
renaming steps 3-8
renaming tasks 3-8
selecting 3-1
toolbar menus 2-4
view definition 2-1
W
Windows service pack
installing 1-1
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