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PeopleSoft Smart HR templates are to simplify the transaction process done by HRs, like hiring, updating a person's data, or managing a person's profile data
Smart HR templates is an approach to simplify the various transaction process done by HRs, such as hiring, updating a person’s personal or job data, or managing a person’s profile data
Templates can be personalized to meet departmental needs through automated population. Users can view and test templates dynamically. So the only thing HR enters is the new hire’s personal information.
HR can configure personal,job and profile transactions to simplify the user experience.
Let’s have a case study on Smart HR with a simple example step by step.
Navigation: Set Up HCM->Product Related-> Workforce Administration->Smart HR Template-> Template Record/Field
Create a new record or use any delivered record by giving record alias and select the necessary field names in that record. Here, the delivered record alias ‘JOB’ has been taken for illustration where all the fields are chosen from ‘JOB’ record
Navigation: Set Up HCM->Product Related-> Workforce Administration->Smart HR Template > Template Section.
Template Section page is used to identify and configure sections, and list and configure the fields contained in a section. The fields available for templates are grouped into sections, like group boxes. User can determine which sections and the order in which the sections should be presented to the end user when creating a Smart HR template. Sections and their fields are delivered as system data. These delivered sections can be modified within the templates based on the organisation’s needs for hiring.
These delivered sections can be grouped and categorised:
Here, the delivered Section ” JOB_EARNS_DIST_01″ has been taken for illustration.
Navigation: Set Up HCM->Product Related-> Workforce Administration->Smart HR Template-> Template Transaction Type.
This is used to define the transaction types for the smart HR templates created. It is a new feature released in 9.2. Here, since we are updating the Job data, transaction type JOB is selected. The newly created section is added to this transaction type in Sections tab as shown below.
Navigation: Set Up HCM->Product Related-> Workforce Administration->Smart HR Template->Template Creation.
Template Creation page is used to create and modify the templates. Here, a new template “KOV_UPDT_JOB_DTS” is created to do transactions.
Template Creation tab change the status to Active and fill the mandatory information.
Then in Configuration tab, choose transaction type as Change Job Data. Choose the override or hide options as per the business requirements. Provide the page title for your template.
Include our section in the Sections tab by clicking on Add Section as shown above. After completing the creation of templates and template sections, we can do the Smart HR transaction and test.
Navigation: Workforce Administration->Smart HR Template->Smart HR transactions.
Choose the template created and click on Create Transaction. Then, enter the required fields and click on Continue.
Then, enter the new information which needs to be updated and click on Save and Submit as shown below.
The required information thus gets updated in Personal data table using Smart template. Similarly, we can do all HR transactions in one page using these smart HR templates easily.
Neelufar Mohammed Esack
Kovaion Consulting-PeopleSoft Practice
Email: neelufar.mohammed@kovaion.com
Connect with us for PeopleSoft End-to-End Implementation, Enhancement, Updates, and Support.
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