Why peoplesoft global assignment

If you change the country code in either the From or To group box, the system clears the State and City fields so that you can enter new information. Enter the appropriate dependent ID. To add more dependents, position the cursor in the Dependent field; click the Insert Row button. See Understanding Dependent and Beneficiary Data. Displays the assignment type, begin date, and end date of the assignment, based on the effective date.

If these fields are not populated, it means that the information that you enter takes effect after the end date that is entered in the Assignment Data component. To see assignment data, adjust either the effective date here or the end date in Assignment Data. Displays information on all dependents who are added by using the Dependent Data pages.

Displays the number of dependents who are accompanying the employee to the host location. The system automatically selects each dependent who is an immediate family member. Clear the At Host check box for any dependents who are not accompanying the employee to the host location.

Select the At Host check box for any non-family member, such as a nanny, who is accompanying the employee. As you make changes to at host information, the system calculates and displays the number for immediate at host and the number for total at host, which includes any non-family members accompanying the employee. Adding Dependents to the Host Location. Position the cursor in the Effective Date field.

When you enter the effective date of the change, and tab out of this field, the system refreshes the dependent list. Removing Dependents From the Host Location.

Access the Family at Host Page. To reduce the number of dependents at host, click the Delete Row Button and save the changes. The deleted dependents are removed from the list of dependents at host, but are still tracked in the system as dependent or beneficiaries for the given employee. Setting Up and Working with Currencies.

Enter supplemental earnings and deductions that the home location pays, such as hardship premiums and relocation costs, or that an employee receives from the host location, such as foreign housing or rent. Amount Frequency. Enter the amount of compensation frequency from the values that are in the Frequency table.

Options are: Annual, Hourly, or Monthly. All the amounts that you specify for both earnings and deductions must be for the frequency that you select in this field. Displays the assignment type, which is based on the effective date that is entered on this page. If no information appears, it means that the information that you enter takes effect after the end date that you enter in the Assignment Data component; a warning message appears.

If you make a onetime payment that occurs after the end date of the assignment, ignore the message. Otherwise, to see assignment data, adjust either the effective date here or the end date in the Assignment Data component. Enter the employee record numbers that correspond to the home or host records. Generally, enter 0 for the home record and 1 for the host record. If assignment data exists, view the currency for the country that is designated in the employee's home data, in the From Currency Code field.

View the home currency in the To Currency Code field. The system automatically populates these fields. Override these default values by selecting another currency code from the Currency Code table. Displays the exchange rate type; the rate that is specified in the Installation table appears by default.

Displays the rate type; the rate type that is specified in the Installation table appears by default. You can override this default value. Enter a code that denotes additional earnings that are charged to the home location.

Create these codes in the Earnings table. Displays the amount that the employee earns at the home location, which you specify in Job Data Compensation. Enter the home amount. Displays the amount that the employee earns at the home location, which you specify in Job Data - Payroll page. Enter a code from the Deductions table that denotes deductions that should be taken from the employee compensation that you specify for the home location.

The net earnings and deductions that are specified for the home location appear. Both amounts appear in the home currency. View and update home and host information.

Home and Host Data - Payroll Data. Home and Host Data - Assignment. Use the Action Reason Table to set up reasons specific to global assignments. For employees with multiple assignments, the system populates this field with: Home if an assignment is based at the employee's home location.

Enter a benefit program; doing so does not affect other employee home data. Select a date option to change the view of the Home or Host data. Current Date Select to view the Home or Host data as of today's date. Sign in. By signing up, you agree to our Terms of Use and Privacy Policy. Enter the email address associated with your account.

We'll send a magic link to your inbox. Email Address. All Sign in options. Enter a Email Address. Choose your interests Get the latest news, expert insights and market research, sent straight to your inbox. Newsletter Topics Select minimum 1 topic. Tags: PeopleSoft HR. PeopleSoft delivers three options for International Security: i Home can see Hostii Host can see Homeiii Both PeopleSoft Human Resources enables you to keep complete job information about workers who hold more than one job at a time in an organization.

Track information about assignee's dependents. Track company paid travel. Track company paid travel for assignees and their dependents. Track assignment compensation. Track employee compensation that results from an assignment. Track educational allowances. Track educational allowances for assignees and their dependents. In addition, data in many HR tables is available to PeopleSoft applications set up to subscribe to the published messages.

The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding documentation. Other Sources of Information In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps.

Enable a user who has access to an employee's Home data to also be able view the Host data. Enable a user who has access to an employee's Host data to also be able to view the Home data.

Enable users with Home data to be able to view Host data and users with access to Host data to be able to view Home data. Jan's organization uses the Business Unit field to secure person data. For example, managers many have data permission using the Job Department Tree security access type and HR administrators have access using the Job Location access type.

Note: The options available depend on which option you selected on the Security Install Settings page. This topic discusses how to create new types of employee assignments. You can find definitions for the fields and controls later on this page. This topic discusses how to classify types of company-paid travel. Use the codes that you set up here to make travel arrangements for employees and their dependents in the Company Paid Travel page.

Effective Date Status Enter the date the travel type becomes effective. Select a status for the travel type. Select to indicate that a worker is going on leave to his or her home permanent location. If you select Home Leave, the system automatically disables the fields in theto section on the Company Paid Travel page when this travel type is used. These topics discuss assignment deductions and earnings. Understanding Assignment Deductions and Earnings Employees on global assignments often are entitled to supplemental earnings, such as cost-of-living adjustments and hardship premiums.

You might also take additional deductions from the employee's paycheck because of estimated taxes. Enter earnings and deductions as they relate to home and host assignment data. For example, an employee might receive a cost-of-living adjustment that is paid for by the host location and a hardship premium that the home location absorbs.

Enter these components in multiple currencies; the system automatically calculates the equivalent amounts in the home currency. To identify recurring payments or isolated incidents of supplemental earnings or deductions, track compensation data by employee and payment instruction type. PeopleSoft includes two types of payment instructions: global compensation and one-time payments. These are sufficient for most compensation that relates to global assignments.

If the organization is not using PeopleSoft Payroll for North America and you want to track assignment compensation, set up deduction, tax, and earnings information on the Earnings and Deductions components. See Deduction Table Page. The global assignments tables do not contain enough information to substitute for the payroll tables. Make the tables in the Global Assignments menu display-only to ensure that all updates take place by using the pages in North American Payroll.

For deduction codes for global assignments, enter a Plan Type of Otherwise, the system assumes that the code that you define here is for payroll purposes when you enter the code on other assignment pages. You could also receive an error message if you don't fill in all of the required fields that are on the other pages for the table that is in the Payroll for North America or Payroll Interface menus, depending on the payroll system that you use.

Select the type that is required in Canada. You could also get an error message because you don't fill in all of the required fields that are on the other pages for the table that is in the Payroll for North America or Payroll Interface menus, depending on the payroll system that you use. These topics discuss assignment education data. Understanding Assignment Education Data The organization may provide financial assistance to employees who are on global assignments, such as school tuition for children and language and orientation classes for adults.

PeopleSoft HR helps determine any educational assistance to which employees are entitled and tracks multiple institutions. If the organization offers education allowances for employees or dependents, set up information about the schools and programs that are available to the employees and their dependents.

Setting Up Majors Use the Majors page if you need to set up a new major for global assignments. Select Internal to the organization or External. For example, enter the headmistress of a school as the first contact, and the assistant headmistress as the second contact.

Select the phone type and enter the phone number for the contact. Add new data rows to list more than one contact phone number for each contact.

Chapter 3 Tracking Assignments Understanding Global Assignment Tracking When you send an employee on a global assignment, you track new assignment details, additional employee earnings and deductions, and different benefits packages. You might also administer an employee's personal affairs, such as housing, vehicles, and furniture.

With PeopleSoft Human Resources, you can settle employees and their dependents in new locations. Note: Before you process a global assignment, a human resources record and emplid must already exist in the PeopleSoft HR system for the employee.

This topic discusses creating checklists. Understanding Creating Checklists Much of the information that you process for different assignment types and countries remains constant. To save yourself work and prevent data entry errors or omissions , create standard checklists to streamline global assignment processing. For special situations, use standard checklists as the basis for creating modified checklists.

To tailor a checklist for an employee, use the Person Checklist page. The page accessed from the button is an enterable page. The page accessed from the menu navigation path is a view-only page. Home data comes from the job data pages. You must have created an employment instance for the employee. You must establish a host employment record to manage assignments from the Assignment Data component.

You must have already created an employment instance for this employee. The system displays this page on the Home and Host Data component only when the employee has a current assignment and you have used a Host employee record number to access it.

The Choose an Existing Assignment link appears only when you are in Correction mode. The home location is the place to which the employee returns when a temporary assignment ends, and the home data is the employee's job data when the employee is not on assignment. If you added an employment instance for a person into the PeopleSoft HR system, the employee has a job data record that serves as the home information.

If the employee is a new employee, create an employment instance before processing the assignment. Note: An employee may have more than one job at home, and so may have more than one home human resources record. Tracking Assignments Chapter 3 Defining and Maintaining Host Location Information Each time that you send an employee on a temporary assignment, you need to create a separate set of host and benefits data for that assignment.

Host data includes information such as job, department, and location. Host benefits data consists of the employee's benefits program participation.

By creating a separate set of data for the assignment, you retain permanent home and benefits data for the employee and track data for the current assignment.

When you save the new host information, the system stores the data in the employee's employment, job, and benefit program participation tables. These are the same tables in which all standard job data is stored. When one global assignment ends, reuse the same job record and enter a new data row for the new assignment. Note: You generally use one host employment record to track all global assignments for an employee, except in special circumstances, such as concurrent host assignments or different sets of benefits for a particular assignment.

For these cases, add another employment record number to track the data separately. Defining Assignee Qualifications To identify the best-qualified employees to send on assignments, review employees' person profiles. You can use person profiles to record employees' educational qualifications and skills, and track additional education and skills acquired while on assignments.