Thursday, October 15, 2020

Training Video - Implementing Recruitment or Talent Acquisition Module in any HCM Sotware

These recorded sessions cover a real time implementation of recruitment talent acuisition module for a company in hospitality industry. Though we did the implementation in KRONOS WFR but the way it has been made, you can apply it to any HCM software.

This will be extremely helpful for those who are working on HCM domain and come across a requirement where they have to implement recruitment but haven't done any such implementation before. Also, those who are seeking job in HCM domain and preparing for interview can use this particular implementation as a case study and showcase their experience in this.

Total Duration : 10:00 Hours
Demo Video : Watch it here

Enroll into the course in Udemy

This is what the videos cover:

Part 1 : Requirement Gathering  (Duration - 50 Minutes)

  • Understanding the organization
  • Breaking the implementation into setup elements
  • Gathering requirement on each element

Part 2 : Setting up General Recruitment Policies (Duration - 1:20 Hours)

  • Setup General recruitment policies
  • Setup requisition and workflow associated with it

Part 3 : Setting up Applicant Profile (Duration - 45 Minutes) 

  • Setting up Requisition Emails
  • Setting up Applicant Profile

Part 4 : Setting up Offer Letter and Hiring Stages (Duration - 1:09 Hours) 

  • Setting up Offer Letter as a Form
  • Setting up Offer Letter Workflow
  • Setting up Hiring Stages
  • Setting up workflow for Hiring Stages

Part 5 : Setting up Questionnaire and Hire Action (Duration - 58 Minutes)

  • Setting up Applicant Questionnaire
  • Setting up Interview Questionnaire
  • Setting up New Hire request form
  • Setting up New Hire Workflow

Part 6 : Integrating the elements (Duration - 30 Minutes)

  • Integrating the elements 
  • Setup up security for users

Part 7 : Testing the Build (Duration - 58 Minutes)

  • Overview of testing and how to prepare for it
  • Creating the test data
  • Creating the requisition for vacant positions
  • Approving the requisition
  • Posting the job to job portals

Part 8 : Testing the Build (Duration - 1:00 Hour)

  • How applicants apply to the job that has been posted
  • How the hiring manager reviews the job applications
  • How the hiring manager screens and shortlists the suitable applications

Part 9 : Testing the Build (Duration - 1:35 Hours)

  • Scheduling the interview and informing candidates
  • Conducting interview
  • Preparing the offer letter for selected candidates
  • Sending the offer letter to selected candidates
  • Hiring the candidates who have accepted offer letter
  • Reviewing the newly hired candidates

Contact Details
Email :
Mobile/Whatsapp : +918800648297

Tuesday, September 1, 2020

Training Video : Administering Affordable Care Act (ACA) in any HCM ERP Software

If you want to know all about ACA as legislation and learn how it is administered in any HCM ERP Software in a matter of couple of hours then you have landed on the perfect place.
Note that the way ACA is administrered is same across HCM ERP Softwares such as PeopleSoft, KRONOS, Workday, Successfactors, ADP, SAP etc.. The only differce among these could be is the page layout and structure however, the information captured would be more or less same.

Video Length : 2:00 Hours
Demo Video : Watch it here

This is what the video covers:

Know all about ACA

  • What is ACA or affordable Care Act or Obamacare
  • Who the law is applicable to
  • How ALEs are identified
  • Understanding standard periods and intial periods and how they are related
  • How ACA applies to existing employees
  • How ACA applies to new hires
  • How eligibility for affordable healthcare is determined
  • Length of affordable health care 
  • What type of Healthcare Plan should 
  • How Year End filing works
  • What type of forms are used for year end reporting
  • Details about 1095 forms
  • Due dates for year end filing/reporting
  • How the penalities are enforced

Setting up ACA/Obamacare Act  

  • Gathering all the elements pertaining to the ACA Law
  • Setup all the elements identified in the previous step
  • Identify appropriate ACA Profile based on organizational policy
  • Setup ACA Profile or Template
  • Configure the Year End reporting elements

Processing Employees under ACA During Administration Period

  • Running measurement process and determine eligiblity
  • Tracking employee status month-wise
  • Track if employees offered affordable healthcare during stability period

Running Year End Reporting/Filing

  • Preparing for Year End reporting
  • Gather the data source for 1095 forms
  • Producing 1095-C/1094-C forms for ALE
  • Filing 1095-C/1094-C forms electronically to IRS
  • Filing 1095-C forms to Employees

Contact Details
Email :
Mobile/Whatsapp : +918800648297

Friday, August 7, 2020

How Affordable Care Act (ACA) Work

ACA or Affordable Care Act or Obamacare or Patient Protection and Affordable Care Act or PPACA, is a US federal law which mandates, that Employers with 50 or more full time employees must offer affordable healthcare to those of their employees who work more than an average of 30 hours a week or 130 hours a month.

Will break it down into 5 sections:
  1. Who the law is applicable to ?
  2. How does it work ?
  3. What type of healthcare is offered ?
  4. Year End filing
  5. Penalties if fail to comply

Who the law is applicable to?

Let's assume, there is an employer with 70 employees. Out of these, 20 are salaried full time who work 40 hours a week. From remaining 50, 35 are hourly, who work on an average 30 hours a week, and 15 are hourly who work 20 hours a week.

So, number of employees who work at least 30 hours a week, are 55, which is more than minimum required 50, hence, this employer is subject to ACA regulations. Such employers are also considered as Applicable Large Employer or ALE. 

How does ACA work ?

Will first understand the ACA Periods, and those are, Measurement, Administrative and Stability period.

Employer, during administrative period, would measure the working hours of each of their employees for measurement period to determine their eligibility for affordable healthcare for stability period. Now let's look at the length of these periods.
  • Measurement Period can be up to 12 months long but not less than 3 months.
  • Administration Period can be up to 90 days long.
  • Stability period can be up to 12 months long but not less than 6 months and certainly not less than the corresponding measurement period.

For administrative ease, most employers prefer to coincide these periods with their health coverage periods. And for our ease of understanding, we will do the same.

Consider this, an employer has an annual Apr to Mar health coverage for their employees. So, for the coverage period Apr 2020 to Mar 2021, the enrollments would most likely be conducted in Mar 2020. In this scenario, if employer wants to coincide the ACA periods, this is where the measurement and administrative period would appear. 

But, how does it works for an employee ?

During the Administration Period, which is March 2020 in this case, employer will look back 1 year all the way since Apr 2019 and measure the working hours of their employees and determine if they have been full time (at least average 130 hours) or part time(less than average 130 hours)  each month and if an employee have maintained FT status throughout the measurement period then he or she is eligible for affordable health plan for 12 months of stability period. Employer cannot drop them from the health plan during this period regardless of whether they maintain Full Time status or not.
However a question worth asking, is ACA law ensuring employee has the affordable healthcare during measurement period ? The answer would be, Yes,  it would be part of pervious ACA cycle, which means, this measurement period will actually be stability period of pervious ACA cycle, hence, employee must be offered affordable healthcare during this period too. 

Anyway, Let us now see how will it look like when employer decides to keep measurement period and stability periods 6 months long. So in this case, there will be administrative period every 6th month. If you notice, ACA is ensuring the affordable healthcare is offered to employee over the entire cycle  as the stability period is covering every single month.

Well, we saw how it works for existing employees. But what about new hires ? 

For new hires, there is something called Initial Measurement, Initial Administrative and Initial Stability period which runs in parallel with standard periods. Assuming employee is hired on July 2019, the administrative period would be on Dec 2019, he or she would be measured starting from the hire month. The initial stability period would be from Jan 2020 to Jun 2020. However, This new hire need to be switched into standard period at some point, but the question is when ? If you notice, there is a 3 months of gap between when initial stability period is ending and when the next standard stability period is starting so in this circumstance, new hire would get his or her initial stability period extended by 3 months and we call it as extended stability period.

What type of health coverage should be offered?

As per ACA guidelines, it should have three characteristics:
  • It should be affordable
  • It should offer Minimum Essential Coverage (MEC)
  • It Should be of minimum value (MV)
First, Affordability, which indicates if the health plan offered is affordable as per ACA guidelines. And to determine this, employer can use three methods or safe harbors- Rate of Pay, W-2 and Federal Poverty Line (FPL).

The first one, Rate Of Pay, uses employee's hourly rate, multiply it with 130 which is monthly average working hours required to attain FT status, and then multiply it with 9.78 %. The value it gives would be the maximum an employee should pay for their group health coverage in order to deem it as affordable. If they pay anything more than that then it would lose the affordability tag.

Second, W-2, which uses the gross income mentioned in the W-2 form, multiply it with 9.78 % and then divide it by 12 which gives maximum monthly cost that employee can co-pay for the group healthcare plan in order to deem it as affordable.

Third, Federal Poverty Line, which uses the Federal Poverty Line for the corresponding year, multiply it with 9.78 % and then divide it by 12 which gives maximum monthly cost that employee can pay for the group healthcare plan in order to deem it as affordable.

Employers are at their liberty to use any of these safe harbors but there are some factors basis on which they decide this.

Next, minimum essential coverage, so, the health coverage must offer at least 10 essential health benefits to be considered minimum essential coverage. 

And finally, When the plan is of minimum value:
if the health plan 
  • Pay at least 60% of the total cost of medical services
  • Includes substantial coverage of physician and inpatient hospital services

If it meets both of these criteria's then its deemed to be of Minimum Value.

How Year End Filing works

At the end of the year, IRS needs the information from individuals who enrolled in health insurance coverage through the Health Insurance Marketplace, as well as Applicable Large Employers about whether they have complied with ACA regulations and it's done via 1095 forms. We call this whole process Year end filing or Reporting.
According to the IRS, employers must send employees their 1095-C forms by the end of January each year. 1095-C forms should be sent to the IRS by the end of February if paper filed, or by the end of March if it's filed electronically.
Employers with fewer than 250 forms to be send to the IRS can file paper 1095-C forms, however, they can also file electronically. Whereas, Employers with 250 or more forms must transmit the information electronically.

There is another form, 1094-C.This form is essentially a “cover sheet” for the 1095-C forms. It provides information about:
• the employer—including address, phone number, employer identification number
• how many employees it has
• the name of a contact person
• and how many 1095-C forms are being sent


The IRS needs information from 1095-C forms because it has a central role in enforcing the Affordable Care Act. Companies that are required to offer insurance but don’t, may have to pay a penalty. By collecting 1095-C forms, the IRS can track who is and isn't making coverage available to workers.

Sunday, July 19, 2020

How Self Service Works in Time and Leave Management (TLM)

TLM, or Time and Leave Management is a module in HCM suite that deals with Employee's time entry and leave planning.

So what day to day activities or transactions an employee and manager do perform in the TLM module? Let's find out.


Typically an employee:

  • Submits timesheets
  • Requests for Time-Offs
  • Reports Overtime they worked
  • Check their Leave balances 


Whereas Manager:

  • Approves all these requests and entries
  • Would even perform these tasks on behalf of their direct reports

Additionally, a manager can also:

  • Check their direct report's leave plan through time-off calendars
  • Review the accrual balances of their direct reports

plus range of other activities.

Related Articles:

How COBRA Act works in US


Hence, to cater to all this, a TLM module in any ERP must offer these functionalities more or less, to employee and managers:


Self Service Functionalities in Time and Leave Management (TLM)

And since they are meant for employees and managers,  The functionalities for employee are stacked together inside Employee Self Service, whereas for manager, they are inside Manager Self Service. If you notice, in both ESS and MSS these options are further segregated under Timesheet and Time-Off so that employee and manager can easily distinguish and access them.

So we just had a glimpse into what all actions employee and manager perform and what more is available to them within TLM module. Now, lets dive into this and see them actually doing it.


Starting with the timesheet:

In TLM module, timesheet is a page through which employee report the number of hours they have spent on the job over a period of time.


A typical timesheet page looks like this.

You can see the time period for which hours are being reported. Each column in the grid represents something. Date shows the days in the time period, In Time, Out Time are to capture when employee started the work and when did they finish i.e. punch-in and punch-out time. Time Off column is to report if there were any leaves taken during this time period. Total Hours is to capture the number of hours spent on the job.

The three columns (Location, Department, Project Code) are to inform the details of the job the time was spent on, such as, location, Department and Project Code. The last column shows what work schedule employee was on, such as, Sunday to Saturday 9 AM to 5 PM where Monday to Friday are working days and Sat/Sun are weekly offs.


well, this page might have a different layout and structure in different HCM ERPs such as Kronos, Workday, PeopleSoft Successfactors etc but in all of them the information captured would be more or less same.

Timesheet layout in various HCM ERPs

Related Articles:

How COBRA Act works in US

Tuesday, July 14, 2020

Installation Course Content

Day#Topics CoveredDuration (HH:MM)
Software Requirement
Hardware Requirement
Obtaining DPKs from Google Drive without Oracle Support Identifier
Deploying DPKs
Deploying DPKs continued
Modifying hosts file in Windows host to establish connection
Login into demo environment through PIA
Deploying Peopletools and Databse clients (Application Designer, Data Mover, Configuration Manager and SQL Developer
Adding configuration details on Configuration Manager
Updating tnsnames.ora file in Oracle Home
Configuring Clients
Loging in thorugh all the clients
Downloading and installing Microfocus Server Express
Compiling COBOL

Sunday, July 12, 2020

Profile Management Course Content

Day#Topics CoveredDuration (HH:MM)
Introduction to Profile Management
How this module is integrated with other modules
Setting up Content Types and Content Items
Configuring security elements in Profile management
Creating Person and Non-Person profiles
Maintaining Person and Non-Person profiles
How to configure searches in Profile Management
Creating various search types
Performing steps for the search functionality to work
Performing searches

PeopleSoft Security Course Content

Day#Topics CoveredDuration (HH:MM)
Introduction to Security in Peoplesoft
Understanding different types of security
Security processes run after changes made in security setup
How DEPT tree based Row security works - Detailed explanation
How DEPT tree based Row security works continued
How Role based Row security works - Detailed explanation
Understanding how prompts in various employee data components work
Knowing all the SJT records involved in security setup
How page security works detailed explanation
How page security is setup
4How page security is configured for mass users1:30
How Query Security works - Detailed explanation
How Query security is configured
How Process security works - detailed explanation
How Process security is setup
Understanding Dynamic Role Functionality
Creating PS Query for dynamic role
Configuring dynamic role
Runnig Dynamic role assignment process