PeopleSoft - What is the Person Model?

Person Model is a term to describe:

•          The information that is tracked about a person

•          Names                      

•          Phone Numbers

•          Addresses                 

•          Email Addresses

•          The relationship(s) the person has to the organization

•          Core tables directly related to a person and the person’s organizational relationships

Person Model – Terminology

Person (EMPLID)

•          Unique identifier for an individual entered into the system

 Organizational Relationship (PER_ORG)

•          The relationships that an individual can have with the organization

•          Employee

•          Contingent Worker

•          Person of Interest

Person of Interest Type (POI_TYPE)

•          A categorization of the Person of Interest relationships

•          A person can have multiple POI_TYPES

•          Some POI_TYPES require JOB information

Organizational Instance (ORG_INSTANCE_ERN)

•          An occurrence of an organizational relationship

•          Also referred to as an Employment Instance, a contingent worker instance, or a POI instance

Organizational Assignment (EMPL_RCD)

•          A unique identifier for each relationship that a person has that requires JOB information

Substantive Job

•          The first row added to an Organizational Instance

Additional Assignments (EMPL_RCD/ORG_INSTANCE_ERN)

•          A concurrent assignment, in addition to and subordinate to, an existing assignment

Person Model

Organizational Relationships

Employee

•          Employed and paid by your organization

Contingent Worker

•          A non-employee who is part of the workforce

•          May work under the terms of a contract

•          Consultant

•          Contractor

•          Temporary Worker

Note:  Those with “indirect” relationships to the organization (dependents, beneficiaries and emergency contacts) were not converted to the person model

Person of Interest

•          A non-employee who is not part of the workforce

•          POI Types:

•          Unknown

•          External Trainee

•          External Instructor

•          Campus Solutions Person

•          Student Refund (Job)

•          COBRA Beneficiary (Job)

•          Pension Payee (Job)

•          Stock – Board Members (Job)

•          Stock – Non-HR Employee (Job)

•          Global Payroll Payee (Job)

•          Other

Person of Interest Types

•          POI Types entered through the CS components will automatically be assigned the Campus Solution Person POI type (‘00009’)

•          POI Types entered through the HR module will give you the opportunity to select a POI type & then take you to a component to track additional information about the organizational relationship

•          Organizational Relationships determine the HR transactions the person will be included in:

•          search records

•          prompts

•          selections for processing and reporting

•          Every person must have at least one “Organizational Relationship – but can have more than one

•          ORIGINAL HIRE DATE used to be on PERSONAL_DATA

•          It was used to store the First Hire Date that the person had with the Organization

•          Each Organizational Instance now has its own Original Hire Date

•          ORIGINAL HIRE DATE is now displayed on Employment page

Other Person Changes

A Person Cannot be Created with a Future Date

•          The first row in NAMES must be equal to the current date or earlier

•          A Person can still be “hired” in the future (the first Job can have a future date)

Multiple Jobs

General Rules for Substantive Jobs

•          The first row added to an Organizational Instance is the Controlling Instance or Substantive Job

•          The Substantive Job:

•          Determines Employment dates (Hire, Term, Service, etc.)

•          Controls Additional Assignments

•          If the substantive job is terminated, the additional  assignments will also be terminated

•          One of the jobs (usually a substantive job) is flagged as the Primary Job for regulatory reporting 

•          One of the jobs is identified as the Benefits Primary Job for benefits eligibility

•          Org Instance Number equals Empl Record Number (displayed on Employment page)

Person Model – Key Benefits

•          Central repository for all person related data

•          A person can be entered without JOB information

•          Enables a clear distinction between Employees and Non-employees

•          Persons will have just one EMPLID even though they may have many relationships with the Organization

•          Enables a clear distinction between Non-employees who are part of the workforce (Contingent Workers) and Non-employees who may be tracked for other reasons (POI’s)