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