Tuesday, March 11, 2014

Adding and Maintaining Person Of Interest in PeopleSoft

 A Person of Interest (POI) is someone who doesn’t provide any service to the organization in any form but is of interest to the organization. There many cases in which we create POIs for example - my organization facilitates internship program for the students coming from various colleges for few months and they are treated as POI so their POI record is created. The reason they are treated as POI because during internship organization might or might not be interested in absorbing such interns as full time employees but still they are of interest to the organization.

Types of POIs in PeopleSoft:


  Broadly, there are two types of POIs:

1)      POI which require a JOB record

·         COBRA qualified beneficiaries
·         Pension Payees
·         Other Payees
·         Student refunds
·         Stock - board members

2)      POI which doesn’t require a JOB record

·         External trainee
·         External instructor
·         Non-paid intern

Let’s now try to understand how POI is created and its relationship with the organization is maintained in the organization.

As stated earlier also, a person can be added to the organization using “Add a Person” component (Navigation: Main -> Workforce Administration -> Personal Information -> Biographical -> Add a Person) and the added person is always a POI by default.

Please also see
PeopleSoft Set Control Field Concept and Tableset Sharing
Understanding Dynamic prompts in PeopleSoft
Implementing parallel processing using Application Engine in PeopleSoft
PeopleSoft 9.1 Person Model
PeopleSoft Set Control Field
Peoplesoft Row Level Security Search Records
SQL Query for Max Effective (MAX (EFFDT) dated row from JOB table
SQL Query to find all the Direct Reports for a Manager
Creating Query Report with PS Query in PeopleSoft 
PeopleSoft HRMS Online Training

Please also note that, if we don’t select a POI type while adding a person then by default the person is created with POI type as “Unknown” and later on we can create a POI type relationship which is explained in following sections.

We will understand these facts by adding a person to the organization as explained below:

Creating a POI relationship with or without JOB record


Step 1: Open the “Add a Person” component (Navigation: Main -> Workforce Administration -> Personal Information -> Biographical -> Add a Person)

Fill in all the required details, Please note that in the “Region” tab you have to enter region specific info based on the country selected in “Biographical Details” tab.

Step 2: Once Biographical/Contact/Region details are supplied, go to the tab “Organization Relationship”


Now, it depends on the requirement whether the person being added should have a JOB record (Organization instance of POI type) or shouldn’t have a JOB record.

Case 1: If it should have a JOB record (Organization instance of POI type) then:

 

Step 3: Select the check box “Person of Interest” and select a POI type which requires a JOB record (Choose as appropriate)






You would probably have noticed that when you select a POI type from drop down list box, which does requires a JOB record, the field “Empl Record” also becomes available where JOB record number needs to be supplied.

To check whether a particular POI type requires a JOB record please go to Set Up HRMS -> Foundation Table -> Organization -> Person of Interest Types for more details.
   




Step 4: Click on the “Add Relationship” button which will take you to the component “Add POI Instance”

Alternatively, we can also add a POI instance from the path – Main ->Workforce   Administration -> Job Information -> Add POI Instance or  Main ->Workforce Administration -> Personal Information -> Organizational Relationships -> Add POI Instance, in case you decide to add a POI who doesn’t require a JOB record at first and later you want to add POI instance for it. 

So, the bottom-line is that the same component “Add POI Instance” is opened from all these three navigation.

Step 5: Fill in all organizational details in the tabs – “Work Location”, “Job Information”, “Payroll” etc… and then click save.

Once you complete Step 5, the organizational instance for the organizational relationship POI (PER_ORG = ‘POI’) has been created.


Case 2: If it doesn’t need to have a JOB record (Organization instance for PER_ORG = “POI”) then:


Step 3: Select the check box “Person of Interest” and select a POI type which doesn’t requires a JOB record (Choose as appropriate)    


Step 4: Click on Save as in this case we don’t have to click on “Add Relationship” button. The person is added as POI who doesn’t require a JOB record.

     
However, even if you don’t select anything in this page and click on save, Person is added   with POI type “Unknown” and later on you can create a POI type for this person from Main -> Workforce Administration -> Personal Information -> Organizational relationships -> Add a POI relationship.

So, we have finally created a POI but are we done yet ?
No, we have to also look at the security aspect of POI as to how POI data is secured in PeopleSoft.


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