Oracle-PeopleSoft-人力资源管理解决方案

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peoplesoft hrms产品安装说明

PeopleSoft HRMS产品安装说明1、整体规划：PeopleSoft系统中存在几个Server的概念，File Server，Database Server，Application Server，Batch Server，Web Server。

其中：File Server是指存放PeopleSoft文件的服务器，这些文件可能会包括PeopleSoft报表程序，脚本，数据文件，报表工具等等。

在安装PeopleTools或者PeopleSoft HRMS的时候会提示你安装file server。

Database Server无需过多说明了。

可以选择使用Oracle、SQL Server、DB2等。

Application Server是指PeopleSoft的应用服务器，可以使用BEA的Tuxedo或者IBM的WebSphere。

安装PeopleTools的时候会有提示你安装App Server。

Batch Server是指用来处理PeopleSoft进程的服务器，主要是一些报表进程或者数据处理进程。

安装PeopleTools的时候会有提示你安装App Server。

Web Server无需过多说明了。

2、我的安装环境：应用程序：PeopleSoft HRMS 8.9 with Multi-Language PackPeopleTools：8.46数据库：Oracle 9.2Web Server：BEA Weblogic 8.1App Server：BEA Tuxedo 8.1说明：Oracle网站提供安装文件的免费下载，需要注意的是PeopleTools8.46只支持Oracle9i以上版本。

3、建议首先安装Web Server。

可以选择Weblogic或者WebSphere，我选择了BEA的Weblogic。

整个安装没有需要特别注意的地方，一直点击NEXT完成安装。

占用硬盘空间不到1G。

需要说明的是由于我选择了Weblogic，所以我需要另外安装BEA的Tuxedo，用来支持PS的Application Server的工作。

PeopleSoft 企业人力资源 9.1-peoplebook管理概要

危险应用公告本软件是为了在各种信息管理应用领域内的一般使用而开发的。它不应被应用于任何存在危险或潜在危险的应用领域，也不是为此而开发的，其中包括可能会产生人身伤害的应用领域。如果在危险应用领域内使用本软件，贵方应负责采取所有适当的防范措施，包括备份、冗余和其它确保安全使用本软件的措施。对于因在危险应用领域内使用本软件所造成的一切损失或损害，Oracle Corporation 及其附属公司概不负责。第三方内容、产品和服务免责声明本软件和文档可能提供了访问第三方内容、产品和服务的方式或有关这些内容、产品和服务的信息。对于第三方内容、产品和服务，Oracle Corporation 及其附属公司明确表示不承担任何种类的担保，亦不对其承担任何责任。对于因访问或使用第三方内容、产品或服务所造成的任何损失、成本或损害，Oracle Corporation 及其附属公司概不负责。
第1章管理概要入门 ............................................................................................................................... 1 管理概要概述 ....................................................................................................................................................... 1 管理概要业务流程 ............................................................................................................................................... 4 管理概要集成 ....................................................................................................................................................... 5 管理概要实施 ....................................................................................................................................................... 6

Oracle PeopleSoft eProcurement 产品说明书

PeopleSoft eProcurementOracle’s PeopleSoft eProcurement, an integral component in Oracle’s PeopleSoft SRM solution, manages spend through increased visibility and control of indirect goods. It achieves that objective by making an organization’s procurement processes more efficient and by leveraging their supply base to their competitive advantage.K E Y F E A T U R E S•Self-service procurement solution for the entire organization•Role-based personalization of user experience•Powerful and flexible searchcapability•Workflow approvals anytime, anyplace•Procurement cards•Mobile requisitioning using a Tablet or SmartPhone•Transparent punch-out to supplier sitesK E Y B E N E F I T S•Provide visibility and control of indirect goods•Improve supplier relationships •Empower employees to make better, faster, more well-informeddecisions Control of All SpendPeopleSoft eProcurement is a web-based solution that is used to decentralize, automate, and control purchasing. PeopleSoft eProcurement streamlines your processes by using intuitive pages and powerful search capability to guide requesters through the steps of procurement.It enables:∙Deployment of common procurement functionality for the entire organization.∙Streamlining of supplier relationships and effective tracking of supplier performance.∙Dramatic reduction of processing, material costs, and inventory levels.∙Leveraging of spend to negotiate better contracts with suppliers.∙Real-time access and validation, including on-hand inventory quantity.∙Optimized for use on smartphone or tablet device for on-the-go access. Flexible SolutionYou determine how much centralized or decentralized control is appropriate based on the unique requirements of your organization. You can:∙Organize your PeopleSoft eProcurement rules and processes the same way that you organize your business.∙Manage eProcurement information by using user-friendly web pages instead of dedicated applications.∙Share common processing methods and rules across business units and implement unique processing and rules as the exception.∙Use the installation wizard to set up and maintain eProcurement system processes, publishing rules, direct supplier integration, role definition, and a personalized user experience easily.∙Empower functional personnel by letting them maintain their own WorkflowR E L A T E D P R O D U C T SThe following Products support Oracle PeopleSoft eProcurement:•PeopleSoft Purchasing •PeopleSoft Services Procurement •PeopleSoft Supplier ContractManagement•PeopleSoft Inventory•PeopleSoft Catalog Management •PeopleSoft Human CapitalManagement•PeopleSoft Project Costing and Asset Management•PeopleSoft Accounts Payable •PeopleSoft General LedgerR E L A T E D S E R V I C E SThe following services support Oracle PeopleSoft eProcurement•Update Subscription Services •Product Support Services •Professional Servicesactivities, catalog maintenance, and requests. Scarce IT resources are now available for you to focus on other needs.Universal Request ProcessingDesigned for casual users, PeopleSoft eProcurement enables you to distribute the power of purchasing throughout your organization. You can:∙Provide a single source for employees across the enterprise to order products.∙Accelerate self-service procurement adoption by using a simple requisitioning process that can be personalized.∙Use the Catalog Browser or robust Secure Ent erprise Search (SES) to ﬁnd the right item quickly.∙Access third-party content management Suppliers without a change in the user experience. Search results from Marketplace are returned and viewed on a single eProcurement page.∙Highlight the best value items based on contracts, preferred suppliers, or recommendations, and obtain real-time price and availability before submitting the request.∙Compare products side by side to select the right one for you.∙Enter a special request for unique or one-time purchases.∙Request items seamlessly from inventory locations and query inventory levels before submission.∙Use powerful Express forms to gather full details that are related to complex requests.∙Maintain, group, and share favorite item lists by requester.∙Specify delivery to multiple locations and delivery schedules for each line item, multiple accounting charges per delivery, and one-time shipping locations.∙Properly charge to the correct department, accounts, and projects. Powerful Search ToolsOracle’s P eopleSoft provides a powerful and flexible searching capability to find the exact item that you want quickly. The eProcurement search enables:∙Requesters to select, compare, and order items and services from role-based online catalogs that are tailored to their role in the organization.∙Use of synonyms, match case, and Boolean logic to find items that meet requesters’ criteria easily.∙Parametric search on attributes that are registered to a category.∙Robust search functionality provided by Oracle’s Secure E nterprise Search(SES) with user-defined faceted search results.Figure 1: Powerful and intuitive search capabilities help you easily find the right item.Figure 1: Powerful and intuitive search capabilities help you easily find the right item. Sophisticated Workflow Approvals—Anytime, AnyplaceYou can create sophisticated w orkﬂow rules for approval or notification within your organization—graphically and without coding—all from your browser. You can approve eProcurement requests anytime, anywhere to:∙Configure workflow approvals based on criteria appropriate to your organization.∙Receive notification of approvals through email, a worklist item on the portal, or wireless device and to perform approvals while out of the office using a wireless device.∙Use serial and parallel approval paths or add approvers, reviewers, or both as needed during the approval process.∙Authorize line item approval and re-approval for multiple line requests.∙View full details of requests, including detailed product information, cost distributions, attachments, and requester comments.∙Edit requests during the approval process.Quick Budget Checking and Commitment ControlPeopleSoft eProcurement enables budget checking and encumbrance accounting during the procurement process so that you can:∙Determine availability of funds when the requisition is generated.∙Commit funds against a budget for procurement activities.∙Establish tolerances to enforce tight or loose control of commitments, encumbrances, and expenditures against a budget.∙View request status to edit or resubmit noncompliant requisitions. Real-Time Tracking and Complete Requisition ManagementPeopleSoft eProcurement gives you a 360-degree view of the entire requisition-to-pay cycle. You can:∙Track the full business cycle of requests—from initiation to final payment. ∙View the entire approval process, with graphical displays of each step.∙View resulting purchase order details and material stock requests for items that are being sourced from inventory.∙Access online receipts and view receipt history.∙Receive supplier notifications.∙Issue change requests.∙Return items to suppliers for credit, exchange, or replacement.Figure 2. The Manage Requisitions Lifespan gives requesters an at-a-glance view of where their requisitions are in the life cycle, and it allows them to drill down to further details.Change Request Tracking, Audit Trail, Re-approval ControlsRequester requirements can change frequently, and requesters must be able to communicate the changed requirements easily and effectively through the procurement system. The requester can change requisitions after they are sourced to purchase orders, track the changes within the system, and have these changes go through the appropriate approvals. Change request tracking captures and tracks all header, line, and schedule changes made to PeopleSoft eProcurement requisitions. Buyers, requesters, and managers can view the audit trail of changes to eProcurement requisitions at any time. Users can view what changes were made, when the changes were made, who made the changes, and the reason for the changes. The organization determines what type of change triggers re-approval. For example, re-approval may be necessary for price changes but may not be required for changes to the delivery location.The application automatically initiates a PO Change Request if the requisition is already sourced. The Change Request processing ensures that changes initiated from the requester, such as an increase in the order quantity, will be in sync with the purchase order; and that all necessary approvers have reviewed the change request before updating the purchase order. The purchase order will correctly reflect the quantity associated with the requisition.Workforce MobilizationPeopleSoft eProcurement provides a streamlined user experience for workers on-the-go with mobile requisitioning available on smartphones and tablets. Offering an easy-to-use web experience, users connect to the eProcurement system and are able to browse catalogs, access their Favorites, and interact with the system much as they would on popular consumer shopping sites.Figures 3 and 4. For Mobile eProcurement, the mobile version of the Manage Requisitions search page on the tablet and smartphone gives requesters an at-a-glance view of which items match their search criteria and allows them to drill down to further details.Full Enterprise IntegrationWhen you integrate PeopleSoft eProcurement with your enterprise management applications, you extend your investment. No other solution can match eProcurement integration. By sharing common data structures, your entire organization can simultaneously access the same information, enabling you to integrate with:∙Human Capital Management. Manage your requesters from Oracle’s PeopleSoft Human Resources.∙Accounts Payable. Populate PeopleSoft Accounts Payable vouchers from eProcurement purchase orders; perform matching validation among receipts, purchase orders, and invoices; generate debit memos automatically with Accounts Payable for goods returned to the supplier.∙Inventory. Load inventory items into your catalog for internal catalog items, ability to view inventory levels, and allocation of inventory from the requisition.∙Project Costing and Asset Management. Charge requests to Oracle’s PeopleSoft Project Costing for full project accounting; identify assets for tracking and workﬂow approval.∙Supplier Contract Management. Create a supplemental request document by launching a wizard that captures needed information pertaining to a contract request.∙Services Procurement. Access the only true end-to-end solution for ordering goods and services from the same requisition when integrating withOracle’s PeopleSoft Services Procurement.Other. Operate the system as a standalone application or for implementationwith legacy systems.C O N T A CFor more information about PeopleSoft eProcurement, visit or call +1.800.ORACLE1 to speakto an Oracle representative.C O N N E C T W I T H U S/oracle /oracle /oracle Copyright © 2014, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and。

Oracle PeopleSoft Inventory Management 说明书

PeopleSoft Inventory ManagementOracle’s PeopleSoft Inventory Management is the cornerstone of your supply chain business processes of Inventory Management, order-to-cash, and procure-to-pay. All business operations are unique. Organizations need the flexibility to control and track inventory that supports the company’s business processes. PeopleSoft Inventory enables organizations to increase inventory accuracy and customer service levels and, at the same time, to reduce carrying and labor costs, and inventory write-offs. PeopleSoft Inventory helps organizations make faster, more accurate decisions, which is critical in today’s complex global inventory environments.K E Y F E A T U R E S•Create unlimited and flexible business units to reflect distribution and material storage entities.•Use a multi-level storage structure to provide flexibility and simplify transaction processing.•Track real-time item quantities. •Provide ability to drive inventory balances negative and reconcile discrepancies.•Perform cycle counts with or without interrupting warehouse operations. •Track cumulative and unit cost information at the item level on a real-time basis.•Manage and maintain lots based on a set of lot control parameters, such as expiration date, lot creation date, and lot status.•Cross-dock incoming receipts to outgoing shipments to save steps and cut lead times.•Perform financial sanctions screening by validating customer names and addresses with a variety of national and international security lists provided by download from a US Government website. Item ManagementPeopleSoft Inventory enables organizations to capture and maintain complete records of on-hand items. Organizations can maintain common sets of item data across the enterprise or specific to a business entity. Item attributes, such as physical dimension, size, item family and group, and utilization types, can be recorded for each inventory business unit. If it is important to the organization, routings for approval can be enabled for newly added items using workflow processing. Support of various units of measure to convert among stocking, ordering, and shipping transactions is also available. A time-saving feature provided in Inventory is the ability to copy items within and across business units using the Item Template capability.Item TemplatesCompanies need to maintain their item masters to align to changes in item catalogs or changes in the organization. Item templates provide the ability to add or change item groups using configurable Item templates. The configurable Item templates specify the default item attribute values to be used in add or change activities. Users specify the variable item information, such as item and description, and then can update the item master in just a few steps.•Perform paperless picking and shipping using radio frequency devices.•Defer depletions until you are ready to deplete inventory and invoice. •Automate PAR inventory assignment, tracking, and replenishment.•Work through various inventory-related activities with various workbench capabilities: Fulfillment Workbench, Shortage Workbench, Pegging Workbench, and Freight Management and Shipment Planning Workbench. •Integrate with third-party freight rating systems, sophisticated warehouse management systems, and mobile devices.K E Y B E N E F I T S•Flexible and comprehensive inventory management system.•Immediate access to relevant inventory information.•Swift and informed decision making capability. Comprehensive Inventory Control, Management, Reporting, and ReconciliationPeopleSoft Inventory offers multiple physical account features to accurately and efficiently track and reconcile the physical location of items. Organizations can calculate the ABC classifications based on configurable rules and perform cycle counts by ABC classification. Wall-to-wall and cycle counts can be performed using automated data collection devices that interface with the PeopleSoft Inventory module.PeopleSoft Inventory has comprehensive costing and valuation management to support and maintain costing information quickly and easily, and it uses this information to calculate appropriate inventory valuations. Organizations are able to support multiple, simultaneous inventory valuation methods. Integration with other PeopleSoft products allows organizations to recognize and record cost variances and to generate inventory-related accounting lines for all inventory transactions.PeopleSoft Inventory supports powerful lot and serial control tracking capabilities to maximize efficiency. Allocation to specific lots during order entry is supported, as well as viewing the quantity available and quantity previously allocated for each item and lot combination. Flexibility in specifying sorting criteria for lots when picking is also provided; picking uses earliest lot expiration date (first expired, first out) or earliest lot creation date (first in, first out). The flexibility in serialization control allows tracking of material by serial number from the time of receipt or from the time of shipment.Putaway and Cross-DockingPeopleSoft Inventory enables organizations to match the method and structure of precisely storing and processing inventory. Review and selection of alternate putaway plans is provided based on multiple criteria: find an existing item location, default putaway, fixed picking, empty bin, and more. Inventory managers can use capacity checking by size, weight, or both for material putaway or single item storage if an item must be stored by itself.Order Pegging, Reservations, Backorder Management, and FulfillmentOrganizations need to know if they can deliver on time to both internal and external customers, and this needs to be done in the most cost-efficient manner. Using PeopleSoft Inventory, users can strategically track and manage all demand requirements to maximize customer service levels. Given the appropriate security capabilities, users can peg incoming supply to demand. Users can also access available-to-promise information and monitor unfulfilled demand and material receipts that can be considered as a source of supply. Users can reserve stock by using reservation lead days and order priority or use powerful reservations andR E L A T E D P R O D U C T SThe following products support Oracle PeopleSoft Inventory Management:•PeopleSoft Mobile Inventory Management•PeopleSoft Order Management •PeopleSoft Purchasing •PeopleSoft Cost Management •PeopleSoft ProjectsR E L A T E D S E R V I C E SThe following services support Oracle PeopleSoft Inventory Management: •Update Subscription Services •Product Support Services •Professional Services backorder rules to reserve stock to internal and external orders. Management of both internal and external stock requests (demand) from PeopleSoft Order Management, Purchasing, and Asset Lifecycle Management is enabled with both automatic and manual fulfillment rules. PeopleSoft Inventory enables the fulfillment of all demand, regardless of source, using the fulfillment and shortage workbenches. Streamlining fulfillment operations is easy with the rules-based fulfillment engine, which has powerful but flexible rules taking orders from one fulfillment state to another (that is, unfulfilled to picked or reserved to shipped). Users can increase warehouse efficiencies using in-stock movements and decrease the associated paperwork and cost. In addition, the route and load planning capabilities enable pickers to group order lines for efficient picking, packing, and shipping.Integration to Shipment Planning and Freight Rating vendors allows calculations for estimated shipping and load weight and volume to help manage truck loads and to apply freight and miscellaneous charges for customer orders.Supply and Demand WorkCenter and DashboardWorkCenters accelerate the rate at which users can accomplish their day-to-day jobs. WorkCenters consolidate and centralize access to relevant data and provide visibility, using alerts and dashboard analytics, to the work that needs to be completed by the user community. User productivity increases by allowing them to do their jobs efficiently, removing bottlenecks, and providing them the right information at the right time. Operational users in all organizations perform different ta s ks on a daily basis that require them to access various parts of multiple applications quickly. WorkCenters are configurable by organization and role, so users can personalize their menu access to how they work.Figure 1. Supply and Demand WorkCenter- A central location to perform tasksTransfer Order ManagementPeopleSoft Inventory enables swift intra-enterprise materials movement. Users are able to create interunit material transfer orders independent of order processing and purchasing functions. The Inventory design accommodates both simple interunit transfers and complex intercompany transfers that require arms length sales between entities. Organizations also have the option of transferring stock between business units at a specific predetermined or manually entered cost, at a certain cost markup, or at zero cost.Stock and Location ReplenishmentInventory managers need to know when supply items are getting low. With powerful automation capabilities and intuitive data screens, users can easily replenish materials with PeopleSoft Inventory. Replenishment r e q uisitions can be generated based on current stocking levels, economic order quantity, or reorder point. The module provides the flexibility to use ad hoc requisitioning for backorder management and to track reorder point based on multiple criteria.Consigned Inventory from Suppliers and Vendor-Managed Inventory for CustomersWhether the organization has Supplier inventory on premise or the inventory is at the customer’s site, PeopleSoft Inventory offers solutions to manage both scenarios. Stock tracking of Inventory owned by the organization or by its Suppliers can be tracked and, upon consumption, automatically trigger payment. Sell-side Vendor Managed Inventory allows tracking of inventory at a customer’s site using delivered integration points to monitor usage and status. The module provides the capability to automatically replenish customer on-site inventory with the flexibility of invoicing them upon shipment (non-consigned) or upon usage (consigned).PAR Inventory and Material Usage and Reconciliation PeopleSoft Inventory enables organizations to establish stock locations that can be replenished without tracking on-hand quantities and material movement transactions. This is common in hospital environments for supply carts or closets. Additionally, the module provides tools for capturing and tracking material usage from locations and receipt of goods into locations. When locations need replenishment, users can run a process of replenishment by PAR location or by PAR location group.O R A C L E D A T A S H E E TC O N T A C T U SFor more information about PeopleSoft Inventory Management, visit or call +1.800.ORACLE1to speak to an Oracle representative.C O N N E C T W I T H U S/oracle /oracle /oracle Copyright © 2014, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and。

Oracle PeopleSoft 9.2 产品说明书

Oracle’s commitment to PeopleSoft continues. Building from a proven 25-year history of best-in-class solutions, PeopleSoft includes more than 1,000 new features, functions, and enhancements. Delivering revolutionary innovation, PeopleSoft 9.2 provides solutions that are simpler and more intuitive to use, functionally complete, and that lower the total cost of ownership.Simpler and More Intuitive to UsePeopleSoft 9.2 creates an improved user experience that fundamentally changes how users interact with PeopleSoft. PeopleSoft 9.2 takes the user experience to the next level—with a more intuitive, easy-to-use interface that incorporates the consumer internet experience. This improved user experience with PeopleSoft 9.2 can increase user efficiency, drive greater user adoption, and decrease training costs. Key capabilities enabling this include:∙A new global, free text search across multiple objects and multiple instances within People Soft via Oracle’s Secure Enterprise Search. PeopleSoft 9.2 provides more than 120 indices to enable users to quickly retrieve accurate and actionable search results for a more efficient search-driven approach to navigating.Figure 1. Global, free text search powered by Oracle’s Secure Enterprise Search in PeopleSoft 9.2∙Adoption of the expanded Related Actions Framework delivered in PeopleTools 8.53, which further streamlines navigation by enabling users to take contextually relevant actions on objects in place of using traditional menu paths.∙New visual guides to help casual users better navigate the system and execute activities faster and more easily, such as:o Activity Guides enable intuitive, step-by-step processes that simplify a casual user’s interaction with the system. Activity Guides are used in prebuilt Life Events for the self-service management of actions related to marriage, a newborn baby, adoption, anddivorce/legal separation.o Train Stop visualizations lay out steps of a process in a highly visual manner across the top of a work screen to help casual users better navigate other self-service actions such as PayCheck Modeling and Supplier On-Boarding.Functionally CompleteIn addition to an innovative new user experience, PeopleSoft 9.2 is the most functionally complete and robust release to date. The more than 1,000 new features, functions, and enhancements in PeopleSoft 9.2 can enable higher productivity among high-frequency business users and streamline business processes. PeopleSoft 9.2 delivers comprehensive business and industry solutions designed to address the most intricate requirements in HR, financials, and supply chain management, including:∙A number of out-of-the-box WorkCenters designed to dramatically improve user productivity by consolidating user tasks, exceptions, alerts, links, reports, and queries into a single, secure, role-based, cockpit style “command center” that can be personalized via end-user configuration.Figure 2. S ecure, role based, cockpit style “command center” WorkCenter in PeopleSoft 9.2∙New embedded, real-time, multi-dimensional decision support analysis capabilities enabled by Pivot Grids. PeopleSoft 9.2 includes more than 60 prebuilt self-service Pivot Grids and PeopleTools 8.53 includes wizard-like tools for customers to easily create their own Pivot Grids.∙PeopleSoft Human Capital Management 9.2 includes smart HR template-based transactions, Mid-Period Reviews, a consumer-oriented recruiting user experience, Learning dashboard, redesigned time entry process, and many other new capabilities.∙PeopleSoft Financials and Supply Chain Management 9.2 include mass GL Journal Approval, Matching History, Supplier On-Boarding, Cash Forecasting, Multi-Dimensional Project Rate Definition, Asset Retirement Obligation Accounting, new intuitive self-service eProcurement requisitioning, redesigned Expense entry, as well as numerous other new features.∙Industry-specific enhancements in PeopleSoft 9.2 include, but are not limited to: Approval Workflow for Commitment Control budget journals for Public Sector, support of Global Location Numbers (GLN) for Healthcare, balance sheet valuation through settlement datefor Financial Services, a new Grants WorkCenter for Higher Education, and a new Staffing WorkCenter and branch recruiter productivity tools for the Staffing industry.∙Building upon recent mobile capabilities, PeopleSoft 9.2 includes new mobile capabilities for requisitioning for purchasing users via eProcurement, which enables users to place and approve orders from their mobile devices.Lower Total Cost of OwnershipBeyond the lower total costs realized from the reduced need for customization due to the more than 1,000 new features, functions, and enhancements in PeopleSoft 9.2, this release makes significant strides in addressing many of the components that affect the total cost associated with enterprise software ownership. Paramount among these components is the cost to stay current with maintenance. Designed to reduce the cost to stay current with maintenance, PeopleSoft Update Manager transforms the maintenance process. With PeopleSoft Update Manager, customers can:∙Define change packages so they are tailored to their specific needs.∙Apply maintenance on their schedules.∙Get current regardless of prior maintenance levels.∙Streamline maintenance processes.∙Minimize costs and disruptions associated with applying maintenance (for example, regression testing) and maximize the effect of desired updates.Figure 3. Customer defined change package using PeopleSoft Update ManagerOther components that affect the total cost associated with enterprise software are addressed through the following:∙Enhancements in PeopleTools 8.53 to use Oracle Exalogic and Oracle Virtualization to consolidate multiple PeopleSoft instances onto a private cloud. This makes PeopleSoft moreContact UsFor more information about PeopleSoft, visit or call +1.800.ORACLE1 to speak to an Oracle representative.Copyright © 2013, Oracle and/or its affiliates. All rights reserved.This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 0113。

最具竞争力的十大人力资源管理软件厂商

最具竞争力的十大人力资源管理软件厂商包括：SAP公司的mySAP ERP HCM，仁科公司的PeopleSoft，甲骨文公司的Oracle HRMS，铂金公司的PowerHRP Suite，施特伟公司的HRplus，东软公司的东软慧鼎，明基逐鹿公司的Guru eHR，用友公司的e-HR，金蝶公司的HR系统，普利斯奇正公司的e-HR。

（一）SAP公司的mySAP ERP HCM厂商概况：SAP 是全球最大的企业管理软件供应商，成立于1972 年，总部位于德国沃尔多夫市，中国公司于1995年在北京成立。

产品特点：在其博大精深的企业资源规划(ERP)解决方案中，SAP人力资源管理方案的正式名称是人力资本管理，即mySAP ERP HumanCapital Management (mySAP ERP HCM)。

SAP对HCM概念不遗余力地推广，强调了SAP 已经把人力资源视为企业的战略资源来管理，以区别只提供传统人力资源功能的普通厂商。

在具体功能上，mySAP ERP HCM 的优势体现在能够对个人和团队贡献进行管理、衡量和奖励，能够将员工的技能、行为和激励与业务目标看齐，在最佳时间将最佳人选分配给最利于公司增值的任务上。

总的来说，就是量化了人力的作用，真正把人力作为一项资源来进行调配。

mySAP ERP HCM 还有一些比较突出的特点：1．员工培训与发展：可以制定个人培训计划、职业规划、接任计划。

2．薪资计算：支持50多个国家的工资单和规章制度要求。

3．工作排程非常完善，得益于学习了制造业在这方面的需求和管理的严密性，和Oracle/Peoplesoft相比，SAP的这一特点尤其突出。

4．人事管理：员工自助服务使员工可以随时查询、维护个人信息。

5．Portal做得，不少方面还比以易用性著称的Peoplesoft的Enterprise Portal还好。

6．组织结构管理: 有图形化的工具画组织结构图，比较方便。

Peoplesoft模块介绍

人力资源管理整体方案简介2007年1月目录1甲骨文公司介绍和产品理念 (4)1.1甲骨文公司介绍 (4)1.2PeopleSoft产品理念 (4)2PEOPLESOFT人力资源管理解决方案特点和概况 (8)2.1PeopleSoft人力资源管理方案特点 (8)2.2PeopleSoft人力资源管理方案概述 (9)3PEOPLESOFT人力资源管理系统模块内容简介 (10)3.1人力资源数据集成所涉及的模快： (11)3.1.1灵活的组织机构管理 (11)3.1.2组织机构图维护 (11)3.1.3职位管理 (11)3.1.4灵活的管理体系 (12)3.1.5人力资源档案管理 (12)3.2薪资管理和监督 (12)3.2.1薪资计划管理 (12)3.2.2PeopleSoft薪资管理 (13)3.3人力资源管理 (14)3.3.1招聘管理 (14)3.3.2员工能力管理 (15)3.3.3培训预算及管理 (16)3.3.4职业生涯发展及接班人计划 (16)3.3.5绩效管理 (17)3.3.6外派管理 (18)3.3.7员工关系管理 (18)3.3.8PeopleSoft eCompensation 电子薪酬 (19)3.3.9PeopleSoft eCompensation电子薪酬(经理) (19)3.3.10PeopleSoft eDevelopment电子发展 (20)3.3.11PeopleSoft eProfile电子档案 (21)3.3.12PeopleSofteProfile电子档案(经理) (21)3.3.13PeopleSoft eRecruit电子招聘 (22)3.3.14PeopleSoft eRecruit电子招聘(经理) (23)3.4其他高端的系统模块 (24)3.4.1HRMS Warehouse人力资源数据仓库 (24)3.4.2Workforce Scorecard人力资源平衡记分卡 (25)3.4.3Workforce Reward 人力资源报酬 (26)3.4.4Workforce Planning人力资源规划 (27)3.4.5PeopleSoft人力资源门户 (29)1 甲骨文公司介绍和产品理念1.1 甲骨文公司介绍甲骨文成立于1977年. 总部设在Redwood Shores, 遍布145个国家地区。

Peoplesoft模块介绍

psft产品功能说明

Oracle 产品介绍人力资源Oracle PeopleSoft Enterprise 人力资源管理解决方案是由资深行业专家创建的，它将先进技术与业务洞察组合在一起。

借助HRMS ，您将成为企业的战略领袖，并获得丰厚的投资回报。

成为战略性企业要成为战略性企业，需要具有前瞻性的HR 管理。

从管理人才到为员工支付薪酬，人力资源管理解决方案可简化并自动化管理任务，使企业能够专注于战略性业务计划。

我们解决方案的构建宗旨是使每个企业都能够敏捷地应对竞争。

在日常工作方面，它体现在提供异常情况报告或实时添加新的福利计划。

敏捷性还意味着在环境发生变化时能迅速评估和重新组织企业及其业务流程。

人力资源解决方案提供的业务流程方法、紧密集成和卓越的服务交付，使人力资源部门能够有效地（但不限于）管理劳动力。

基于集成、工作流和在线分析处理等先进的技术构建的人力资源解决方案有助于减轻企业员工的管理负担。

全球解决方案我们提供了一个真正的全球人力资源解决方案，能够满足所有机构的需求，无论它们是在一个国家还是多个国家运营。

卓越的国际语言和多币种功能（包括Unicode 支持和对国家法规与报告的全面覆盖）提供了企业在全球运营情况的全面集中视图。

卓越的可执行性人力资源管理解决方案是一个基于先进技术构建的高度发展的产品。

其包括以下功能丰富的功能模块：全球劳动力管理智能招聘（基于模板的招聘）档案管理培训管理职业与继任计划组建设人力资源• 驾驭动态的劳动力管理。

• 削减成本。

• 提高与劳动力相关的业务流程的效果。

薪资计划可变薪酬全面薪酬企业汽车/财产缺勤管理全球外派管理劳动关系管理法规要求健康与安全管理基本福利有效的劳动力管理功能人力资源管理解决方案灵活的架构和创新的功能可帮助企业有效管理企业的全部劳动力（包括承包商和顾问），以及企业所有的组织、管理和法规要求（包括灵活的组织结构、职位管理（可按职位或员工管理）、出色的劳动力管理和记录管理，以及全面的报表编制与分析）。

PeopleSoft人力资源管理系统论文

PeopleSoft人力资源管理系统论文1PeopleSoft人力资源管理系统1.1PeopleSoft人力资源管理系统的组织结构PeopleSoft人力资源管理系统通过“选才”、“育才”、“用才”和“留才”四大流程实现人力资源管理的信息化,如图2所示.①“选才”是指负责人员规划、招聘和录用,对应于系统的组织管理和招聘管理两大功能模块.人力资源源管理系统通过组织管理模块维护人员规划、管理组织机构和岗位编制等;并通过统一的招聘平台实现对外人员的招聘、内部空缺竞争上岗、追踪人员招聘全过程和管理人才库等功能.②“用才”是指存储人员信息和优化员工自助服务、薪酬、福利以及缺勤管理,对应于系统的个人信息管理、薪酬管理、福利管理、缺勤管理和员工自助服务等五个功能模块.③“育才”是指设计绩效考核制度、培训需求、计划与实施和职业与能力发展.对应于系统的绩效管理、培训管理、能力管理与职业规划等四个功能模块.④“留才”是指通过薪酬结构的分析与系统中人才库的管理,确定哪些人才具有发展潜力并给予一定的发展空间.其对应于系统中报酬分析与人才管理两个功能模块.1.2PeopleSoft开发工具PeopleSoft系统提供的标准功能无法满足用户的所有需求,因此需要通过二次开发来实现用户的部分需求.而考虑到PeopleSoft系统的复杂性和未来升级的需要,在开发时需要遵守一定的规范,按照PeopleSoft系统规定的步骤进行,并建立详细的需求和开发文档.PeopleSoft系统通过其特有的开发工具集合PeopleTools和开发语言peoplecode,来完成PeopleSoft二次开发.其中PeopleTools 常用的工具有以下3种：①ApplicationDesigner4ApplicationDesigner是PeopleSoft系统进行二次开发的一种最常用工具,通过可视化界面将存储在数据库中的抽象信息展现给开发者.ApplicationDesigner可实现字段、表、页面、组件、XMLPublisher报表和代码等类型的开发工作.②Query5PeopleSoft系统包括Query和XMLPublisher两种报表.Query报表通过在页面中选取表与字段,设置查询条件,系统根据选取的字段与查询条件自动生成SQL语句来访问数据库.PeopleSoft系统为保证系统数据的完整性和安全性,不允许普通用户直接访问数据库中所有的表,因此可根据系统设置的角色来控制Query报表开发用户读取数据表的权限.③Datamove r6Datamover用于导入/导出PeopleSoft系统数据，通过它可以完整地复制系统表结构和表内容,从而可以实现多个PeopleSoft系统环境之间进行数据传递.无论使用的是哪种数据库,Datamover通过特有的语句,可以自动转换成当前数据库可用的语句,因此大大提高了系统的兼容性.2PeopleSoft人力资源管理系统在高校中的设计与开发2.1项目建设目标与实施范围教职工数据是人力资源管理系统的基础数据,在高校中使用PeopleSoft人力资源管理系统需达到以下几个目标：①通过建设覆盖全校集中的人力资源管理系统,实现各校区、各学院的人力资源管理的电子化、标准化和规范化;实现线上处理人力资源管理部门的日常行政性事务工作,提高工作效率和服务,为决策层、管理层和操作层提供高效而准确的数据信息.②通过这个平台实现全新的全员参与的人力资源管理与服务模式;全校教职工可以通过系统的自助服务查看个人相关信息和办理人事业务,从而提高工作流处理效率、明确工作流的进展情况、减少管理部门与教职工之间的信息服务成本,改善学校的信息服务质量,提升教职工的满意度.③通过PeopleSoft系统的实施带动各项业务管理模式向更加完善、更强控制力和执行力的方向转变,深入推进高校治理结构的规范化、组织结构的科学化和服务能力的优质化,构建科学的资源配置体系和激励约束机制,建立有效的选人和用人机制,加强学校在高教资源上的竞争优势.为了实现上述目标,PeopleSoft人力资源管理系统功能模块结构如图3所示.2.2项目详细设计阶段通过对相关业务部门的前期调研,了解学校人事业务与PeopleSoft人力资源管理系统标准功能的差异性,获取初步差异性分析报告.在此报告的基础上,进一步分析学校现有的业务流程,细化将来的业务流程,执行详细的差异分析和详细的解决方案的设计.高校人事部门围绕着教职工工作相关的业务服务主要包括了教职工人事信息管理、薪酬管理、职务信息管理、职位信息管理、职称评审、绩效考核、缺勤管理、合同管理、招聘管理和人事报表等.而一般人事业务流程是指教职工“入、转、调、离”全生命周期的核心人事业务,如教职工入职、转正、岗位调整和辞职管理等.在此阶段,根据对人事业务流程的调研设计出相应的流程图,以教职工入职和岗位调整工作流为例,其流程如图4与图5所示。

PeopleSoft系统克隆详细说明

管理信息系统项目－人力资源系统系统复制操作说明书中国有限公司有效期至年月日文档管理记录更改记录日期作者版本更改参考审核记录姓名职位分发记录姓名职位目录目录 (3)1.内容概述 (4)2.复制数据库 (6)2.1生成SOURCE数据库控制文件的TRACE文件 (6)2.2复制数据库数据文件 (22)2.3生成INIT.ORA 文件 (23)2.4执行RECREATE_T ARGET.SQL (24)2.5配置LISTENER (24)3.复制PS系统文件 (27)第 4 页共 27 页 1. 内容概述PeopleSoft 在初始安装系统时，提供了两种系统，一种是system 系统，即只有系统数据，没有任何业务数据，另一种是demo 系统，包含了部分演示业务数据。

我们在项目中，使用的所有系统都是由这两种系统复制生成的。

具体关系图如下：Demo SystemDMO DEV SetupCFGSEDSIT Migrate PS objectsMigrate Config data UATMigrate PS objectsMigrate PS objectsPRD Clone Clone SetupClone所以，在项目中，真正的安装系统只需要进行两次，即分别安装一套system 和一套demo 系统，而复制（clone ）系统，作为构建新系统或是系统的备份，是会经常使用到的手段。

基于PeopleSoft 的技术特点，复制(clone)一套系统，需要执行的操作顺序是：1复制数据库、2复制PS 系统文件（可选）、3新建各种服务，而其中最重要的工作是复制数据库。

第 5 页共 27 页2.复制数据库这里，我们为了方便说明，特假设源数据库的数据库SID为：SOURCE，而新建的目标数据库SID为：TARGET;oracle 用户为数据库的DBA，并且oracle 数据文件的目录为/app/oracle/oradata/2.1 生成SOURCE数据库控制文件的trace文件以DBA的身份登录SOURCE数据库并启动该数据库Login as oracle/oracleORACLE_SID=SOURCE;export ORACLE_SIDsqlplus “/as sysdba”startup执行备份命令alter database backup controlfile to trace;关闭数据库shutdown immediate注意：一定要确保数据库完全关闭，才能执行后续的步骤。

ORACLE人力资源管理系统解决方案

ORACLE人力资源管理系统解决方案1.集成化管理：ORACLE人力资源管理系统将招聘、培训、绩效评估、薪酬管理等人力资源流程集成到一个平台上，实现信息共享和协同工作。

这样一来，组织可以更加高效地管理人员和资源，提高工作效率。

2.自定义配置：ORACLE人力资源管理系统为用户提供了丰富的配置选项，可以根据组织的具体需求进行定制。

用户可以自定义各个流程的工作流程、数据字段和权限管理，满足不同组织的特殊需求。

3.智能化分析：ORACLE人力资源管理系统具有强大的数据分析和报表功能，可以帮助组织全面了解人力资源的状况和趋势。

用户可以根据需要创建各种报表和图表，进行数据分析和决策支持。

4.灵活的薪酬管理：ORACLE人力资源管理系统可以根据组织的薪酬政策和业务需求灵活管理员工的薪酬信息。

系统可以自动计算和调整薪资、奖金和津贴等，并支持与财务系统的集成，实现工资的准确和及时发放。

5.绩效管理和评估：ORACLE人力资源管理系统提供了完整的绩效管理流程，包括目标设定、评估和反馈等环节。

系统可以帮助组织建立绩效评估指标和流程，提高员工的绩效和工作质量。

6.人才发展和培训：ORACLE人力资源管理系统支持人才发展和培训管理，可以帮助组织进行员工的培训计划和跟踪。

系统可以记录员工的培训记录和成果，并提供在线学习平台，使员工随时随地进行学习和培训。

7.全面的HR数据管理：ORACLE人力资源管理系统可以集中管理员工的个人信息、合同信息、福利信息和离职信息等。

系统具有权限管理和数据加密功能，确保数据的安全和保密。

8.多语言和多地区支持：ORACLE人力资源管理系统支持多种语言和多个地区的人力资源管理需求。

无论组织的规模和地理位置如何，系统都可以满足不同的管理要求。

总之，ORACLE人力资源管理系统是一种强大的人力资源解决方案，可以帮助组织提高人力资源的管理效率和质量，实现组织的战略目标。

Oracle和PeopleSoft合并给客户留下什么

Oracle和PeopleSoft合并给客户留下什么 2005年07月29日10：56 AMT公共知识库 AMT研究院黄庆扬【导读】：Oracle、PeopleSoft和J.D. Edwards的客户对这个新的世界第二大应用提供商能够给他们提供什么样的服务和应用功能，他们多少都有点困惑，甚至这么说都还算是比较客气的挑战致使Oracle赢得美国政府对其的反托拉斯诉讼案的关键因素，是它成功的证明了应用市场仍然充满竞争和创新。

美国政府在决定对Oracle提出诉讼之前，花了一年的时间考察其对Peoplesoft的收购是否会导致垄断，从而违背托拉斯法。

经过了数个月的辩论，美国地区法院法官Vaughn Walker裁定，行业的竞争仍是激烈的，并没有被Oracle的收购所破坏。

于是，Oracle最终在12月份，以约103亿美元的价格收购了Peoplesoft。

Oracle和PeopleSoft合并——这是一个竞争者的阴谋，所留下的只有客户发呆的份虽然审判已经结束，但是详细审查却还在继续进行。

Oracle、PeopleSoft和J.D. Edwards 的客户对这个新的世界第二大应用提供商能够给他们提供什么样的服务和应用功能，他们多少都有点困惑，甚至这么说都还算是比较客气的。

竞争所产生的“合并结果”可能是，设计新的应用程序，从而抛弃原来做出的、吸引人的低风险平台迁移承诺。

而SAP所需要做的，就是承诺当竞争者（Oracle）的客户迁移到SAP上来时，它将对其竞争者的应用提供维护服务。

实际上，这样的平台对目前正在使用SAP、PeopleSoft或者J.D. Edwards应用系统的2，000个公司客户来说，是有足够的吸引力的。

因此，Oracle就处于两难的境地。

它必须保持现有的客户，这些客户包括有点烦的Oracle 11i电子商务套件用户和经历了两次合并后很烦的J.D Edwards的客户。

为了获得成功，收购方的应用和服务必须取得质的突破并增加其销售额。

Oracle PeopleSoft eBenefits 产品说明书

PeopleSoft eBenefitsYour organization’s benefits package is a strategic tool for attracting, retaining, and motivating key employees. Many organizations already provide self-service tools that enable their employees to make benefits elections in a paperless environment. Oracl e’s PeopleSoft applications for HCM take the self-service concept one step further — they give employees the information they need to make well-informed decisions that maximize the value of their benefits program.E B E N EF I T SK E Y Y F E A T U R E S•Provides the employee with visibility to key benefit information •Single, easy-to-use point of entry •Complete benefits integration.K E Y B E N E F I T S•Reduce benefit administration cost. •Increase employee satisfaction. An Integrated Benefits SolutionYou and your employees will have a single, easy-to-use point of entry into a fully integrated suite of self-service benefits applications and information. Oracle’s PeopleSoft eBenefits meets all your benefits needs —automating many of the administrative tasks related to benefits and decreasing the need to create and maintain customized carrier interfaces and integrations.eBenefits Self-Service Highlights∙Homepage. Employees access their benefit programs to review their current benefits and make allowable changes. This page displays the benefitssummary and available enrollment events for an employee.∙Enrollment pages.Employees communicate their benefit choices to their organization during open enrollment or after a life event. This includes benefitelections, validations, confirmation statements, and other related content.(Requires Oracle’s PeopleSoft Benefits Administration.)∙Health pages. Users view their health benefits on summary-level pages and then navigate to more detailed information by clicking the appropriate planlinks. They can view information about health plan elections for themselvesand their dependents.∙Savings pages. Users review savings plan elections for themselves and their beneficiaries and make changes to contribution rates and investment andbeneficiary allocations. They can navigate to more detailed information byclicking the appropriate plan links.∙Insurance pages.Life, accidental death and dismemberment (AD&D), and disability insurance elections display on summary-level pages. Users cannavigate to more detailed information by clicking the appropriate plan links.∙Dependents/beneficiaries pages. Users can view benefit elections fordependents and beneficiaries, make changes to these elections, and updatedependent and beneficiary personal data. Optional validations ensureaccuracy.∙Flexible spending accounts (FSA) pages. FSA benefit elections and claimshistory display on summary-level pages and enable users to navigate to moredetailed information about FSA plan elections, claim history details, and claimreimbursement activity. (Requires Oracle’s PeopleSoft Flexible Sp endingAccounts Administration.)∙Benefits Summary. Employees can view their benefits plan summary online,including plan description and coverage.∙Life event pages. Roadmaps guide users through required and optional stepsto process life events—such as birth and marriage—according to theprocedures of your organization.∙Estimate pension pages. Users can calculate and view their pension benefitestimates based on user-defined retirement dates. (Requires Oracle’sPeopleSoft Pension Administration.)Empower Users to Manage Work and Life EventsPeopleSoft’s self service application includes the robust functionality of Activity Guides,providing customer-defined events to support complete end-to-end business processes.PeopleSoft delivers four activity guide templates that are ready for you to use. They are“Marriage”, “Divorce”, “Had a Baby”, and “Adopted a Child”.Life Events allow employees to update key information related to a life event, such asadding a dependent, providing proof that event has occurred, update benefit elections, etcPEOPLESOFT EBENEFITSPEOPLESOFT EBENEFITSP R O D U C T N A M E PeopleSoft eBenefits R E L A T E D P R O D U C T S PeopleSoft eBenefits is a fully integrated solution that works seamlessly with other PeopleSoft products. For more information on related applications, refer to product datasheets on the following: • PeopleSoft Base Benefits • PeopleSoft Benefits AdministrationVisit PeopleSoft Information Portal forfurther updates and announcements onPeopleSoft productsYou can use our templates as defined or you can clone our template and tailor theactions/steps to take based on your specific business process. Those steps can be existing PeopleSoft Employee Self Service pages, a PeopleSoft page you have created, or you can also pull in external content such as a link to an external website. The intuitive navigation will guide the employee through the necessary steps to complete their life event.You can configure each step within an event as optional or required, structure each in priority order, allow document uploads as well as launch workflow and approval routing.C O N T A C For more information about PeopleSoft eBenefits, visit or call +1.800.ORACLE1 to speak toan Oracle representative.C O N N E C T W I T H U S/oracle/oracle/oracle Copyright © 2014, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 0615。

PeopleSoft权限配置操作手册

文档名称: 用户操作手册版本号: 1.0天狮集团人力资源信息系统用户操作手册文档名称: 用户操作手册版本号: 1.0- 系统人员权限配置手册一、概述 (3)二、用户权限分配 (6)（一）通过用户概要方式为用户分配角色权限 (6)（二）角色的修改和添加 (9)文档名称: 用户操作手册版本号: 1.0一、概述Peoplesoft HRMS系统功能丰富，可对人力资源管理的各个方面提供信息化支持。

为保证系统安全，需要根据访问、操作、管理系统的人员从事的工作岗位不同，为不同的人员提供不同的系统访问权限。

保证为用户提供的系统功能既能满足用户日常操作的业务需要，又不会出现权限超出业务需要或不能满足用户业务需要的情况出现。

E-HR项目处根据日常员工访问系统的不同业务需要，对系统中各种用户权限进行了梳理。

为简化系统权限管理工作，梳理后的权限分成22种不同的角色，对于通常的用户权限分配，只需要将这些角色分配给用户即可，这22种角色如下：类别序号角色说明备注一般用户权限 1 一般员工自助自助服务内现在施行的项目：查看考勤记录；编辑和查看进行绩效文档；查看工资单；查看员工个人信息；查看职务信息；查看薪酬信息个人信息和职务信息非个人信息和职务信息页面一般用户权限 2 考勤管理考勤刷卡记录的维护权限一般用户权限 3 一般经理/主管自助经理自助服务：查询员工个人信息和职位信息（不可查询薪酬相关）；建立和审阅绩效文档个人信息和职务信息非个人信息和职务信息页面HR应用用户权限 4 员工关系管理编辑个人信息；编辑职务信息中工作地点和职务信息页面；编辑天狮员工信息；编辑银行账户信息；相关一次性模板导入权限；查询查看器权限HR应用用户权限 5 社保公积金管理（1）查看个人信息的查看；查看职务信息中工作地点和职务信息、薪酬页面；编辑户口类型；编辑社保公积金政策的维护；编辑社保员工社保公积金信息；编辑社保公积金缴纳地；编辑社保类型；相关一次性模板导入权限；查询查看器权限文档名称: 用户操作手册版本号: 1.0HR应用用户权限 6 社保公积金管理（2）查看个人信息的查看；查看职务信息中工作地点和职务信息、薪酬页面的查看；查看户口类型；查看社保公积金政策的维护；编辑社保员工社保公积金信息；查看社保公积金缴纳地；查看社保类型；相关一次性模板导入权限；查询查看器权限HR应用用户权限7 合同管理查看个人信息；查看职务信息中工作地点；编辑职务信息总职务信息页面；相关一次性模板导入权限；查询查看器权限HR应用用户权限8 组织管理（1）查看个人信息；编辑职务信息中工作地点、职务信息页面；编辑树管理器；编辑部门权限；编辑职位权限；编辑职务权限；相关一次性模板导入权限；查询查看器权限HR应用用户权限9 组织管理（2）查看个人信息；编辑职务信息中工作地点、职务信息页面；查看树管理器；相关一次性模板导入权限；查询查看器权限HR应用用户权限10 绩效管理维护绩效方案内容；维护绩效政策；相关一次性模板导入权限；查询查看器权限HR应用用户权限11 薪资管理（1）查看个人信息；编辑职务信息；查看绩效方案；查看绩效政策；查看员工社保公积金信息；编辑受款人数据；编辑期间、日历、日历组；编辑发薪实体；计算薪资；检查缺勤/薪资信息；相关一次性模板导入权限；查询查看器权限文档名称: 用户操作手册版本号: 1.0HR应用用户权限12 薪资管理（2）查看个人信息；编辑职务信息；查看绩效方案；查看绩效政策；查看员工社保公积金信息；编辑受款人数据；计算薪资；检查缺勤/薪资信息；相关一次性模板导入权限；查询查看器权限HR经理用户权限13 员工关系查看查看员工个人信息；查看职务信息的工作地点和职务数据；查看天狮员工信息；查看银行账号信息；查询查看器权限HR经理用户权限14 组织查看查看员工个人信息；查看职务信息的工作地点和职务数据；查看树管理器页面；查询查看器权限HR经理用户权限15 绩效查看查看员工个人信息；查看职务信息的工作地点和职务数据；查看绩效内容；查看绩效方案；查询查看器权限HR经理用户权限16 薪酬查看查看员工个人信息；查看职务信息；查看绩效内容；查看绩效方案；查看受款人数据；检查缺勤/薪资信息；查看社保公积金政策；查看员工社保公积金信息；查看银行账号信息；查询查看器权限HR经理用户权限17 社保公积金查看查看员工个人信息；查看职务信息的工作地点和职务数据、薪酬页面；查看社保公积金政策；查看员工社保公积金信息；查看户口类型；查看社保公积金类型；查询查看器权限系统维护用户权限18 EHR开发开发权限系统维护用户权限19 EHR查询编辑编辑query的权限系统维护用户权20 EHR权限管理编辑权限管理的权限文档名称: 用户操作手册版本号: 1.0限系统维护用户权21 EHR系统管理全部权限限系统维护用户权22 EHR考勤管理员考勤数据导入权限新加限二、用户权限分配（一）通过用户概要方式为用户分配角色权限如果用户所需权限属于22种角色可覆盖范围，只需要在用户概要中为用户添加用户概要即可。

peoplesoft笔记

PeopleSoft的优质整合应用方案包括人力资源管理HRMS，客户关系管理CRM，财务管理，企业绩效管理及入口网络解决方案.HCM 主要分coreHR，Global Payroll ， Eperformance ，Recruitment等HCM 在关于组织机构设置方面提供了集合ID，业务单位，公司，地点，部门、部门树功能，一般的组织机构管理的需要应该都能完全满足了。

集合 ID 是主数据表的关键字，通过集合ID 可以在各表之间共享数据；业务单位是逻辑上抽象关键字，特定业务信息的逻辑单位，比方说多业态可以按照不同业态设置业务单位，跨地区以不同地区设置业务单位〔无按照语言创立的，开个玩笑〕。

公司：主要是企业内财物核算、合同主体等不同作用的公司。

地点：标识公司、部门、岗位属性的信息，也是管理上的统计维度。

部门：业务中管理中的部门，在 HCM 也是授权节点，所以工程中通常部门概念会双向延伸，向上会将公司定义为部门，向下追溯到最小的管理单元。

部门树：部门创立后，各部门之间的关系并为形成，通过部门树可以灵活多样定义部门之间的关系。

二．部门今天学习PSHCM部门和部门树，这两个看似简单概念在 PSHCM系统实施和应用过程中，提供非常大的灵活性，第一、部门和日常管理的部门根本等同〔为了高效管理通常会多创立一些虚拟部门〕，都是组织中的业务实体。

第二，部门之间存在简单或复杂的关系，例如上下级之间的部门或者分管〔稳定的〕等部门关系。

第三，部门之间的这种关系在系统中可以通过部门树来描述。

创立 PS部门树前提是业务单位至少有一个部门，他将作为部门树的根节点被保存下来。

创建部门树时需要提供的树名称、构造ID、生效日期、使用级别和集合ID，设置树级别和定义根节点等。

其中，树名称必须是“DEPT_SECURITY〞字样，在写死的代码中已经默认树名称使用此名称；构造 ID 选择 department ，系统还提供了其他构造ID，例如 POSITION、 SUCCESSION等，在工程中很少用；生效日期是 HCM 时间轴的实现形式，对于每个时段都是通过生效日期表达的，下一件事的生效日期 -1 默认为此事件技术日期，和SAPHCM时间段不同的实现形式，相比拟还是PS比较简便。

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peoplesoft笔记

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