HR Navigation Quick Reference Guide PeopleSoft 9.1 5/23/2014

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Virgil Hopkins
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1 HR Navigation Quick Reference Guide PeopleSoft 9.1 5/23/2014

2 You can access PeopleSoft from the Oxy Intranet page by selecting OxyLink under Top Sites or by typing oxylink.oxy.com in your browser. Once you log in to PeopleSoft, click on Human Resources Administration from the Menu (on the left side of the screen) to access the information you are looking for. Search for ALL Oxy Contingent Workers & Employees: Navigation: Main Menu>Human Resources Administration>Employee Data>Search for CWR & EMP You can conduct a search for all contingent workers and employees (active and/or inactive) across the entire organization, regardless of your security access in PeopleSoft. View History Some pages show historical information, which can be viewed by selecting the appropriate navigation buttons: Click on the Search page or when viewing the current record to see history, if available. The blue bar at the top of the region displays the number of effective dated rows. Click to see all effective dated rows at once (if available). Click or to go to the previous or next dated row, or (most recent row) or. The tables on the following pages provide a cheat sheet for HR PeopleSoft 9.1 navigation. The left column lists, in alphabetical order, commonly used fields in PeopleSoft. The right column shows you where to locate the information. Page 1 of 17

3 Absence Information (STD, FMLA, etc) Account (Combination) Code Action/Reason Codes (for Specific Employee) Additional Foreign National EE Data Address (Home or Preferred) Alternate ID Annual Benefits Base Rate Alternate Business Title General Absence > Absence Data tab (History Available) Job Data > Earnings Distribution link (History Available) Job Data > Work Location tab (History Available) Additional Empl Data - FNatl > Additional EE Data tab (History Available) Personal Data > Contact Information tab (History Available) Personal Data > Biographical Details tab (History Available) Job Data > Benefit Program Participation link (History Available) Additional Empl Data - FNatl > Additional EE Data tab Annual Pay Rate Job Data > Compensation tab > Expand section (History Available), or Pay Rate Change > Compensation tab > Expand section (History Available) Asset Information Audiometric (OMN FNL only) Bank Account Information (FNL only) Benefit Program Benefits Employee Status Asset/Job Resp & Function > Asset/Job Responsibility tab (History Available) Audiometric Exam Fnatl Bank Account - FNatl Job Data > Benefits Program Participation link (History Available) HR / Job / Payroll Summary, or Job Data > Benefits Program Participation link (History Available) Page 2 of 17

4 Benefits Service Date/Service Date Birth Country, State and Location Blood Type (COL, OMN, QAT FNL only) Bonus Plan Business Title Business Unit (for Specific Employee) Cedula de Ciudadania Issuing Location/Colombia NID Issue Place Citizenship Comments Company (for Specific Employee) Company Seniority (Service) Date Company Sponsored (QAT FNL only) Compa-Ratio Job Data > Employment Data link Personal Data > Biographical Details tab (History Available) Physical Exam - FNatl > Exam Details tab Bonus Plan > Variable/Incentive Pay Plan tab (History Available) Job Data > Employment Data link Job Data > Work Location tab (History Available) Identification Data > Visa/Permit Data tab (History Available) Identification Data > Citizenship/Passport tab (History Available) General Comments Job Data > Work Location tab (History Available) HR / Job / Payroll Summary or Job Data > Employment Data link Additional Empl Data Fnatl > Additional EE Data tab (History Available) Job Data > Compensation tab > Expand section (History Available), or Pay Rate Change > Compensation tab > Expand section (History Available) Page 3 of 17

5 Compensation Rate Contractor Admininstrator (Responsible ID) Contract Data Date of Birth and Age Date of Death Date of Last Increase Department (for Specific Employee) DCP Dependent Visa/Permit Dependent Citizenship/Passport Driver s License Drug Codes US Drug Test (COL & OMN FNL only) Earnings Code (REG, SST 100%, SHP 50%) Job Data > Compensation tab (History Available), or Pay Rate Change > Compensation tab (History Available) Contract Data > Signature Date/Probation Info tab (History Available) Contract Data > Contract Status/Content tab (History Available) HR / Job / Payroll Summary, or Personal Data > Biographical Details tab HR / Job / Payroll Summary, or Personal Data > Biographical Details tab Pay Rate Change > Employee Profile tab (History Available) Job Data > Work Location tab (History Available) Checklist > Person Assignment Checklist page (History Available) Dependent Identification Data > Depdnt Visa/Permit Data tab (History Available) Dependent Identification Data > Depdnt Citizenship/Passport tab (History Available) Driver s License > Driver s License page Drug Codes US > Employee Drug Codes page (History Available) Drug Test FNatl > Drug Test Data 1 and Drug Test Data 2 tabs Job Data > Earnings Distribution link (History Available) Page 4 of 17

6 Eligible for Rehire Address Emergency Contact Information Employee Checklist Employee Class Employee Name Employee Status Employee Type Employment Verification Establishment ID Ethnicity Eye Exam (COL & OMN FNL only) FICA Status Job Data > Employment Data link Personal Data > Contact Information tab (History Available) Emergency Contact > Contact Address/Phone and Other Phone Numbers tabs Checklist > Person Assignment Checklist page (History Available) Job Data > Job Information tab (History Available) Personal Data > Biographical Details tab (History Available), or HR / Job / Payroll Summary Job Data > Work Location tab (History Available), or HR / Job / Payroll Summary Job Data > Payroll tab (History Available), or HR / Job / Payroll Summary Main Menu > Forms, Publications & Info. > Employment and Income Verifications > Employment and Income Verification Instructions Job Data > Work Location tab (History Available) Personal Data > Regional tab (History Available) Eye Exam - FNatl > Eye Exam Address/Phone and Exam Details tabs Job Data > Payroll tab (History Available) Page 5 of 17

7 First Start Date/Hire Date HR / Job / Payroll Summary, or Job Data > Employment Data tab (History Available) FLSA Status Job Data > Job Information tab > click the flag (History Available) Foreign National EE Data Full-Time/Part-Time Status Functional Manager for Multiple Supervisor (FNL only) General Absence Gender Grade Entry Date HAJ Eligibility (UAE, COL, OMN, & YEM FNL only) Health Card (COL & OMN FNL only) Hire Date (Current)/First Start Date ICP (Incentive Comp Plan) Additional Empl Data FNatl > Multiple Supervisor and Additional EE Data tabs (History Available) Job Data > Job Information tab (History Available), or Job Summary > Job Information tab (History Available) Additional Empl Data FNatl > Multiple Supervisor tab (History Available) General Absence > Absence Data tab (History Available) Personal Data > Biographical Details tab (History Available) Job Data > Salary Plan tab (History Available) Additional Empl Data FNatl > Additional EE Data tab (History Available) Health Card - FNatl > Health Card 1 and Health Card 2 tabs HR / Job / Payroll Summary, or Job Data > Employment Data link (History Available) Bonus Plan > Variable/Incentive Pay Plan tab (History Available) Page 6 of 17

8 Immunization Data (ARG & OMN FNL only) Job Code (for Specific Employee) Job Function Code Last Date Worked Last Start Date/Rehire Date Leave Dates (STD, FML, etc) Leave Accruals Location (for Specific Employee) Location (for US Inpats) LTI (Long Term Incentive) / Stock Marital Status Mentor or Peer Advisor Military Status Multiple Supervisor (FNL only) Officer Code (OXYCC only) Original Start Date/Original Hire Date Health Card - FNatl > Health Card 1 and Health Card 2 tabs Job Data > Job Information tab (History Available), or Job Summary > Job Information tab (History Available) Asset/Job Resp & Function > Job Function Code tab Job Data > Work Location tab (History Available) Job Data > Work Location tab (History Available) General Absence > Absence Data tab (History Available) Vacation Balance Info > Review Accrual Balances Job Data > Work Location tab (History Available) Additional Empl Data FNatl > Additional EE Data tab (History Available) Checklist > Person Assignment Checklist page (History Available) Personal Data > Biographical Details tab (History Available) Mentor/Peer Advisor Program > Mentee/Mentor Profile tab (History Available) Personal Data > Regional tab (History Available) Additional Empl Data FNatl > Multiple Supervisor tab (History Available) Job Data > Job Information tab (History Available) Job Data > Employment Data link Page 7 of 17

9 Passport Pay Frequency Pay Group Pay Rate Pay Rate Change Amount Pay Rate Change Percent Performance Rating PHMSTK (Phantom Stock Plan) Physical (COL, OMN, & QAT FNL only) Point of Origin Position Number (FNL and US$ Expats only) Prior Service Identification Data > Citizenship/Passport tab (History Available) Job Data > Compensation tab (History Available) Job Data > Payroll tab (History Available) Job Data > Compensation tab (History Available), or Pay Rate Change > Compensation tab (History Available) Job Data > Compensation tab > Changes tab (History Available), or Pay Rate Change > Compensation tab > Changes tab (History Available) Job Data > Compensation tab > Changes tab (History Available), or Pay Rate Change > Compensation tab > Changes tab (History Available) Main Menu > Oxy Compensation Planning > OxyComp System > OxyComp System Checklist > Person Assignment Checklist (History Available) Physical Exam - FNatl > Exam Details tab FNL only: Additional Empl Data FNatl > Additional EE Data tab > Airport Code (History Available) US$ Payroll Expats only: Personal Data > Contact Information tab (History Available) Job Data > Work Location tab (History Available), or Job Summary > Work Location tab (History Available) Main Menu > Human Resources Administration > How to Guides > Prior Service Credit > Def. Of Prior Credit Service, Prior Service Questionnaire, and Service Date Calc Worksheet Page 8 of 17

10 Project Code/GL Pay Type (FNL only) Provider ID (Contractor Vendor) PRPPHM (Pro-Rata Payout Phantom Stock) Job Data > Earnings Distribution link (History Available) Contract Data > Contract Status/Content tab (History Available), or Job Data > Employment Data tab Checklist > Person Assignment Checklist (History Available) Qatari Pension Additional Empl Data FNatl > Additional EE Data tab > click the flag Available) (History Referral Source Regular/Temporary Rehire Date/Last Start Date Relevant Work Experience Date Respiratory Info (LBY & OMN FNL only) Salary Administration Plan (Pay Scale) Salary Grade Search for Employee or CWR by National ID Search for Employee or CWR Referral Source > Person Applicant Information - limited information tracked (History Available) Job Data > Job Information tab (History Available), or Job Summary > Job Information tab Job Data > Work Location tab (History Available) Relevant Work Experience (History Available) Respiratory Exam FNatl > Respiratory Exam Addr/Phone and Exam Details tabs Job Data > Salary Plan tab (History Available), or Job Summary > Salary Plan tab Job Data > Salary Plan tab (History Available), or Job Summary > Salary Plan tab Main Menu > Human Resources Administration > Employee Data > Search by National ID Main Menu > Human Resources Administration > Employee Data > Search For CWR & EMP Page 9 of 17

11 Seniority Date/Company Seniority Date Service Date/Benefit Service Date Shift (PS value = Regular Shift) Social Security Number (National ID) Standard Hours Stock Options Supervisor ID Tax Location Code Tax Status (FICA Status US Only) Telephone Numbers Termination Date Union Information HR / Job / Payroll Summary or Job Data > Employment Data link HR / Job / Payroll Summary or Job Data > Employment Data link Job Data > Job Information tab (History Available) Personal Data > Biographical Details tab (History Available) Job Data > Job Information tab (History Available), or Job Summary > Job Information tab Checklist > Person Assignment Checklist (History Available) Job Data > Job Information tab (History Available) Job Data > Payroll tab (History Available) Job Data > Payroll tab (History Available) Personal Data > Contact Information tab (History Available) Job Data > Work Location tab (History Available), or HR / Job / Payroll Summary Job Data > Job Labor tab (History Available) Page 10 of 17

12 Vacation (Domestic) Guidelines & Calculation Form Vacation Hours (Available or Taken) Vacation Service Date & Pre-2012 Vacation Service Date Variable/Incentive Pay Vendor ID/Alternate Empl ID (FNL only) Visa/Permit Work Period Worker s Comp Provider (COL FNL only) Main Menu > Human Resources Administration > How to Guides > Vacation Guidelines & Calc- US > Oil & Gas Vacation Guidelines, OxyChem Vacation Guidelines, or Sen/Rel Wrk Exp/Vac Serv Forms (Relevant Work Experience/Vacation Service Forms) Vacation Balance Info Job Data > Employment Data link Bonus Plan > Variable/Incentive Pay Plan page (History Available) Personal Data > Biographical Details tab (History Available) Identification Data > Visa/Permit Data tab (History Available) Job Data > Job Information tab (History Available), HR / Job / Payroll Summary, Pay Rate Change > Employee Profile tab (History Available), or Job Summary > Job Information tab Additional Empl Data FNatl > Additional EE Data tab > click the flag Available) (History Page 11 of 17

13 Chemical Facility Anti-Terrorism Standards (CFAT) & Transportation Workers ID Credentials (TWIC) Information (OCC only) Date Registered Professional Compliance Type Regulatory Authority Navigate from Main Menu>Human Resources Administration>Employee Data>HR>Background Checks-OCC RI tab (History Available) RI tab (History Available) RI tab (History Available) Page 12 of 17

14 Benefits Information Benefit Information Beneficiaries Dependent Information FSA/HSA Benefit Health Benefits Life and ADD Benefits LTD Benefits Medicare Flag Pension Plans (USA & FNL) Savings Plan Sickness and Accident Benefit Special Welfare Plan Benefit STD Benefits Navigate from Main Menu>Human Resources Administration>Employee Data>Benefits Current Benefits Summary > Benefit Enrollment Summary and Benefit Deduction Summary tabs Dependent / Benef Summary > Dependent/Benef Summary Dependent / Beneficiary > Name, Address, and Personal Profile tabs Flex Spend / Health Savings (FSA Benefits) Medical / Dental Plans (Health Benefits) Life / ADD Plans (Life and AD/D Benefits) Disability Plans (Disability Benefits) Benefits Personal Data Def Ben / FNatl Pension Plans (USA-Pension Plans) Retirement / Savings Plans (Savings Plans) Disability Plans (Disability Benefits) Disability Plans (Disability Benefits) Disability Plans (Disability Benefits) Page 13 of 17

15 Payroll Information Additional Pay Check Balance (YTD) Check Distribution/Mail Drop ID Check Stub Options Deduction Balances (MTD, QTD, YTD) Deductions Direct Deposit Earnings Balances (MTD, QTD, YTD) Garnishment Balances (MTD, QTD, YTD) Garnishments Paycheck Data Paycheck Summary Savings Bonds Tax (Federal, State, and Local) Tax Balances (MTD, QTD, YTD) Navigate from Main Menu>Human Resources Administration>Employee Data>Payroll>Payroll Information Payroll Information > Additional Pay (Create Additional Pay) Paycheck / Balance Information > Check Balance YTD (Check Year-to-Date) Payroll Information > Mail Drop (Update Payroll Options) > Payroll Options 2 tab Payroll Information > Direct Deposit (Request Direct Deposit) > Suppress DDP Advice Print ( for electronic option) Paycheck / Balance Information > Deductions Balances (Deductions) Payroll Information > General Deduction (Create General Deductions) Payroll Information > Direct Deposit (Request Direct Deposit) Paycheck / Balance Information > Earnings Balances (Earnings) Paycheck / Balance Information > Garnishment Balances (Garnishments) Payroll Information > Garnishment (Create Garnishments) Paycheck / Balance Information > Paycheck Data (Review Paycheck), or Paycheck / Balance Information > Paycheck Empl Self Service (to view PDF) Paycheck / Balance Information > Paycheck Summary (Review Paycheck Summary) Payroll Information > US Savings Bonds (Create U.S. Savings Bonds) Payroll Information > Tax (Update Employee Tax Data) Paycheck / Balance Information > Tax Balances (Taxes) Page 14 of 17

16 PeopleSoft Training Guides HR View Only Basics and Navigation Emergency Contact Crisis Management Query Training Links PeopleSoft Online Reference Guide (OLR) Prior Service Credit Vacation Guidelines/Calculations (US Only) Navigate from Main Menu>Human Resources Administration>How to Guides HR Training Guides > HR View Only HR Training Guides > Basics & Navigation Emerg Contact-Crisis Mgmt Info > Emergency Contact Instructions or Reports Query Help Home Page PeopleSoft Online Ref Guide > U.S. > On-Line Reference Guide, or PeopleSoft Online Ref Guide > International > On-Line Reference Guide Prior Service Credit > Def. Of Prior Credit Service, Prior Service Questionnaire, and Service Date Calc Worksheet Vacation Guidelines & Calc-US > Oil & Gas Vacation Guidelines, OxyChem Vacation Guidelines, and Sen/Rel Wrk Exp/Vac Serv Forms (Relevant Work Experience/Vacation Service Forms) Talent Management System (TMS) Talent Management System Navigate from Main Menu Employee Self Service > Talent Management System Human Resources Administration > Talent Management System Manager Self Service > Talent Management System Page 15 of 17

17 Table Information Account/Combination Codes Department Codes *Includes Primary HR Rep & Admin **Division/Business Group/Organization Unit/Functional Roll Up Job Codes Location Codes Position Data (FNL & US$ Expats only) Tree Viewer Navigate from Main Menu>Human Resources Administration>PeopleSoft Tables Account Code > Combination Code page Department > Department Table page For Domestic Location SETID = SHARE For Foreign Locations SETID = BU *Oxy HR Contact Tab **Oxy Department Fields Job Code > Job Code Table page (SETID = BU) Location > Location Table page For Domestic Location SETID = SHARE For Foreign Locations SETID = BU Position > Position Data Table page Navigate from Main Menu > Tree Manager > Tree Viewer Page 16 of 17

18 PeopleSoft Org Charts and Reports Drill Down Reports HR Activity Reports Worldwide Corporate Org Chart Worldwide Org Tree Navigate from Main Menu Human Resources Administration > Drill Down Reports (Results based on user s security level) OXY Main Menu > Human Resources > Reports > HR Activity Reports Human Resources Administration > Worldwide Org Chart Human Resources Administration > Organization Chart > Worldwide Org Tree PeopleSoft Support/ Contact Information PeopleSoft Contacts for HR Users PeopleSoft Security Contacts Navigate from Main Menu>Human Resource Administration Contacts > General Contact Information Contacts > Security Contact List Page 17 of 17

Quick Reference: Student Hire Transactions

Quick Reference: Student Hire Transactions CLEMSON UNIVERSITY Revised April 5, 2016 Table of Contents Hire Entry Types and Applications...2 Global Assignment...3 Add a Person...5 Rehire... 13 Add Employee Instance (Add Additional Job)... 19 Add