HR View Manual Cheatsheet(2.1).

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HR PEOPLESOFT CHEATSHEET FROM THE OXYLINK PORTAL
Overview of the HR PeopleSoft Cheatsheet - The left column lists commonly used fields in PeopleSoft. The right column shows you where to locate the information:

Right column … Shortcut links through the Enterprise Menu on the OxyLink website: In the Enterprise Menu (which is usually on the left side of the screen), click on Human
Resources Administration, then Employee Information (HR info), PeopleSoft Tables, or Payroll Information.
Some screens show historical information:

Historical information can be found by selecting the appropriate navigational buttons.
o
Click in the box
o
The dark blue bar at the top of the screen displays the number of dated rows (screens)
o
Click on
o
Click on or to go to the previous or next dated screen, or on
o
Click on
or on
at the bottom of the screen.
.
to see all rows at once.
or
(for the most recent screen) or on
.
to view additional data.
Look Here… (shortcut links)
Enterprise Menu:
Human Resources Administration:
Employee Information…
To Find HR Information
Absence Information (STD, FMLA, etc.)
General Absence
Action / Reason Codes (for Specific Employee)
Job Data: Work Location Tab – History Available
Address (Home or Mail)
Personal Data: Address History Tab
Annual Benefits Base Rate
Job Data: Benefits Program Participation hyperlink (at bottom of screen) – History
Available
Annual Pay Rate
Pay Rate Change or Job Data: Compensation Tab (in Compensation section, click
on Pay Rates) - History Available
Badge (Pottstown Only)
Badge
Benefit Information
Benefits Summary (w/ Paycheck)
Benefit Program
Job Data: Benefits Program Participation hyperlink (at bottom of screen) – History
Available
Benefits Employee Status (Active, etc.)
Employee Data Summary
Birth Country
Personal Data: Identity/Diversity Tab
Business Title
Job Data: Employment Data hyperlink (at bottom of screen) – History Available
Business Unit (for Specific Employee)
Job Data: Work Location Tab – History Available
Citizenship
Identification Data: Citizenship/Passport Tab
Company (for Specific Employee)
Job Data or Job Summary: Work Location Tab – History Available
Company Seniority Date
Employee Data Summary
Compa-Ratio
Pay Rate Change or Job Data: Compensation Tab (in Compensation section, click
on Comparative Information) – History Available
Compensation (Pay) Rate per Pay Period (Salaried Employees
Only)
Pay Rate Change or Job Data: Compensation Tab (Compensation Rate in
Compensation section next to Frequency) – History Available
Compensation Rate (Weekly, Biweekly, etc.)
Pay Rate Change or Job Data: Compensation Tab – History Available
Cost Center (PS value - Account Code)
Pay Rate Change: Job Earnings Distribution Tab – History Available
Date of Birth and Age
Personal Data: Identity/Diversity Tab
Date of Death
Personal Data: Identity/Diversity Tab
Date of Last Increase
Job Data: Employment Data hyperlink (bottom of screen)
DCP Eligibility
Employee Checklist: History Available
Department (for Specific Employee)
Job Data: Work Location Tab – History Available
Dependent Information (Name, Address, etc.)
Dependent Data: Click on Name, Address, and Personal Profile tabs as needed
Earn Code (Regular, STD Full Pay, etc.)
Pay Rate Change: Job Earnings Distribution Tab – History Available
Email Address
Personal Data: Address History Tab
Emergency Contact Name, Address, Phone
Emergency Contact: History Available
Employee Checklist (Random Drug Test, Stock Option Eligibility,
and DCP Eligibility.)
Employee Checklist: History Available
Dark blue bar shows number of checklists
Employee Class
Job Data: Job Information Tab - History Available
Employee Name
Personal Data: Name History Tab
Employee Status (Active, Terminated, etc.)
Job Data: Work Location Tab – History Available OR
Job Summary: Job Information Tab (shows List of all Empl Statuses in PeopleSoft
for that Employee) – History Available
Employee Type (Salaried or Hourly)
Job Summary: Job Information Tab – History Available
Employees in a Department
Personal Data: – Enter Department and select search.
Click on View All or on (to see the next record)
Revised as of 12/03/2004
1
HR PEOPLESOFT CHEATSHEET
EOP Rating
Job Data: Salary Plan Tab - History Available
Establishment ID
Job Data: Work Location Tab – History Available
Ethnicity
FICA Status (Subject or Exempt)
FLSA Class
Personal Data: Identity/Diversity Tab – Click on the
Job Data: Payroll Tab - History Available
Job Data: Job Information Tab (History Available) – Click on
Full-Time/Part-Time
Job Data or Job Summary: Job Information Tab - History Available
Gender
Employee Data Summary OR
Personal Data: Personal History Tab
Grade Entry Date
Job Data: Salary Plan Tab - History Available
Highest Education Level
Personal Data: Personal History Tab
Hire Date (Current)
Employee Data Summary
I-9 Documentation
Personal Data: Personal History Tab - Click on the
(I-9 documentation is listed under Employment Eligibility Proof)
ICP Information
Employee Var/Incentive Pay ID – History Available
Job Code (for Specific Employee)
Job Data: Job Information Tab - History Available
Location (for Specific Employee)
Job Data: Work Location Tab – History Available
Marital Status
Employee Data Summary OR
Personal Data: Personal History Tab
Military Status
Personal Data: Personal History Tab – Click on the
Officer Code
Job Data: Job Information Tab - History Available
Original Hire Date
Personal Data: Identity/Diversity Tab
Passport
Identification Data: Citizenship/Passport Tab
Pay Frequency (Weekly, Semimonthly, etc.)
Pay Rate Change or Job Data: Compensation Tab – History Available
Pay Group
Job Summary: Work Location Tab - History Available
Pay Rate (Annual or Hourly)
Pay Rate Change or Job Data: Compensation Tab (Pay Components section,
Amounts Tab at bottom of screen) – History Available
Pay Rate (Daily, Weekly, Monthly, and Annual)
Pay Rate Change or Job Data: Compensation Tab (in Compensation section, click
on Pay Rates) – History Available
Pay Rate Change Amount
Pay Rate Change or Job Data: Compensation Tab (in Pay Components section,
click on Changes Tab) – History Available
Pay Rate Change Percentage
Pay Rate Change or Job Data: Compensation Tab (in Pay Components section,
click on Changes Tab) – History Available
Pay Rate per Pay Period
(Salaried Employees Only)
Pay Rate Change or Job Data: Compensation Tab (Compensation Rate in
Compensation section next to Frequency) – History Available
Referral Source Information
Personal Data: Identity/Diversity Tab
Regular/Temporary
Job Data or Job Summary: Job Information Tab - History Available
Rehire Date
Employee Data Summary
Salary Administration Plan (Pay Scale)
Job Summary: Work Location Tab – History Available
Salary Grade
Job Summary: Work Location Tab – History Available
Seniority Date
Employee Data Summary
Service Date
Employee Data Summary
Social Security Number (PS value – National ID)
Employee Data Summary OR
Personal Data: Identity/Diversity Tab
Standard Hours
Job Data or Job Summary: Job Information Tab - History Available
Stock Options Eligibility
Employee Checklist – History Available
Supervisor (PS value – Supervisor ID)
Job Data: Work Location Tab – History Available
Tax Location Code
Job Data: Payroll Tab - History Available
Telephone Number (Business, Home, etc.)
Personal Data: Address History Tab
Termination Date
Employee Data Summary
Union Information
Job Data: Job Labor Tab - History Available
Vacation Hours Available or Taken*
Leave Accruals
Hours Balance - shows Available Vacation Hours, and Taken Year-to-Date –
shows YTD Vacation Hours Taken (History Available)
Vacation Service Date*
Leave Accruals - see Service Data box on the right side of screen
Variable/Incentive Pay
Employee Var/Incentive Pay ID – History Available
Visa/Permit
Identification Data: Visa/Permit Data Tab
Revised as of 12/03/2004
2
HR PEOPLESOFT CHEATSHEET
Look Here… (shortcut links)
Enterprise Menu:
Human Resources Administration:
Oxy O&G Asset Job Info…
Asset/Job Responsibility (Inquire/Update)
OOG Asset-Job Inquire/Update
Asset/Job Responsibility Report
OOG Asset-Job Resp Report
Look Here… (shortcut links)
Enterprise Menu:
To Find PeopleSoft Table Information
Human Resources Administration:
PeopleSoft Tables…
Department Codes
Department – SetID will default to “SHARE”.
Job Codes
Job Code – Replace default SetID of “SHARE” with the appropriate Business Unit
before beginning search.
Location Codes
Location - SetID will default to “SHARE”.
Look Here… (shortcut links)
Enterprise Menu:
Human Resources Administration:
Payroll Information:
Employee Pay Data…
To Find Payroll Information
Additional Pay* (aside from regular earnings)
Additional Pay – History Available
Direct Deposit*
Direct Deposit - History Available
Federal, State and Local Tax*
Employee Tax Data: Federal/State/Local Tax Data Tab – History Available
Garnishments*
Garnishment Data – History Available
Pay Check Deductions*
General Deductions: General Deduction Data Tab – History Available
Pay Check Distribution (PS value – Mail Drop ID)*
Payroll Data: Payroll Data 2 Tab – History Available
Savings Bonds*
US Savings Bonds: U.S. Savings Bond Specification Tab – History Available
Look Here… (shortcut links)
Enterprise Menu:
Human Resources Administration:
Payroll Information:
Paycheck & Balance Inquiry…
Deduction Balances* (YTD, QTD, and MTD)
Deduction Balances
Check Balance YTD*
Check Balance YTD (Check Balances – Gross/Tax/Deduction Year-to-Date)
Earnings Balances* (YTD, QTD, and MTD)
Earnings Balances
Garnishment Balances* (YTD, QTD, and MTD)
Garnishment Balances
Paycheck Information* (view detailed employee paycheck by pay
period end date)
Paycheck Data – provide Pay Period End Date and Emplid or Name on search
page, select Paycheck Earnings, Paycheck Taxes, or Paycheck Deductions
Tab)
Paycheck Summary* (one page summary view of employee pay
check by pay period end date)
Paycheck Summary – provide Pay Period End Date and Emplid or Name on search
page
Tax Balances* (YTD, QTD, and MTD)
Tax Balances
*For additional questions, please contact the Payroll department.
Revised as of 12/03/2004
3
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