Set ID and Business Unit

SetID
An identification code that represents a set of control table information or table sets. Set Ids enable the sharing of a set of control table information across two or more Business Units.

Table sets enable you to share control table information and processing options among business units. The goal is to minimize redundant data and system maintenance tasks. When you assign a setID to a record group in a business unit, you indicate that all of the tables in the record group are shared between that business unit and any other business unit that also assigns that setID to
that record group. For example, you can define a group of common job codes that are shared between several business units. Each business unit that shares the job codes is assigned the same setID for that record group."

Business Unit
An identification code that represents a high-level organization of business information. You can use a business unit to define regional or departmental units within a larger organization.

Business Unit organizes your company or your organization, SetIDs help you organize your data within the system. The HRMS system uses tables (Control Tables or Prompt Tables) that use a high-level key that enables you to identify and retrieve data from the system. A secondary high-level key, referred to as a SetID, has also been added on various tables. SetIDs are simply the labels used to identify a TableSet. Business Unit and SetID functionality in PeopleSoft HRMS also provides you with a higher business level for reporting purposes and other business data roll-up.

Difference between Transcation Tables and Control Tables

Transaction tables store data about day-to-day activities. Because of this, these tables are updated frequently and can be quite large. The type of transaction varies, such as invoices, paychecks, employee names and addresses, job history, benefits data.

Information in transaction tables is organized and stored by Business Unit.

Control tables store information that define the accounting structure and processing rules that are used when transactions are entered into your PeopleSoft applications. Control tables include master lists such as customers, vendors, products, country and location tables. It is important to note that Control tables are static, meaning they only change when you perform specific maintenance on them.

Control table information is organized and stored by a set identifier, commonly called a SetID.

Stand alone RowSet

STAND ALONE ROWSET
In PeopleCode a standalone rowset is an independent rowset object not associated with the component buffer. They allow you to work with data outside of the buffer by getting whatever additional data you need form the database. In this sense they replace the functionality of derived records which were once used as place holders to store data not directly associated with the component. Because a standalone rowset is standalone, there is no automatic action by the component processor on it. This means that if a standalone rowset is used to manipulate data (inserts/updates), code will need to be added to manually save the changes.

Code to create a standalone rowset object
Local Rowset &rsExample;
&rsExample = CreateRowset(Record.REC1);

Filling a standalone rowset
The Fill method in the Rowset class is used to populate the rowset. This parameters to the fill method are a Where clause and bind values. &rExample.Fill("where FIELD1 = :1", REC2.FIELD2);


The following example writes a file using a file layout that contains parent-child records:
Local File &MYFILE;
Local Rowset &rsBusExp, &rsBusExpPer, &rsBusExpDtl;
Local Record &rBusExp, &rBusExpPer, &rBusExpDtl;
Local SQL &SQL1, &SQL2, &SQL3;
&rBusExp = CreateRecord(Record.PERSONAL_DATA);
&rBusExpPer = CreateRecord(Record.BUS_EXPENSE_PER);
&rBusExpDtl = CreateRecord(Record.BUS_EXPENSE_DTL);

&rsBusExp = CreateRowset(Record.PERSONAL_DATA,
CreateRowset(Record.BUS_EXPENSE_PER,
CreateRowset(Record.BUS_EXPENSE_DTL)));
&rsBusExpPer = &rsBusExp.GetRow(1).GetRowset(1);

&MYFILE = GetFile("c:\temp\BUS_EXP.out", "W", %FilePath_Absolute);
&MYFILE.SetFileLayout(FileLayout.BUS_EXP_OUT);
&EMPLID = "8001";

&SQL1 = CreateSQL("%selectall(:1) where EMPLID = :2", &rBusExp, &EMPLID);
&SQL2 = CreateSQL("%selectall(:1) where EMPLID = :2", &rBusExpPer, &EMPLID);

While &SQL1.Fetch(&rBusExp)
&rBusExp.CopyFieldsTo(&rsBusExp.GetRow(1).PERSONAL_DATA);
&I = 1;
While &SQL2.Fetch(&rBusExpPer)
&rBusExpPer.CopyFieldsTo(&rsBusExpPer(&I).BUS_EXPENSE_PER);
&J = 1;
&SQL3 = CreateSQL("%selectall(:1) where EMPLID = :2
and EXPENSE_PERIOD_DT = :3", &rBusExpDtl, &EMPLID,
&rsBusExpPer(&I).BUS_EXPENSE_PER.EXPENSE_PERIOD_DT.Value);
&rsBusExpDtl = &rsBusExpPer.GetRow(&I).GetRowset(1);
While &SQL3.Fetch(&rBusExpDtl)
&rBusExpDtl.CopyFieldsTo(&rsBusExpDtl(&J).BUS_EXPENSE_DTL);
&rsBusExpDtl.InsertRow(&J);
&J = &J + 1;
End-While;

&rsBusExpPer.InsertRow(&I);
&I = &I + 1;
End-While;
&MYFILE.WriteRowset(&rsBusExp);
End-While;
&MYFILE.Close();

Out Put for the above program
CC8001 03/01/199802/15/1998011200 USDConference 00001
CC8001 03/01/199802/16/19980220000 JPYConference 00001

The following code shows an example of reading in a file and inserting the rows into the database:
Local File &MYFILE;
Local Rowset &rsBusExp, &rsBusExpPer, &rsBusExpDtl;
Local Record &rBusExp, &rBusExpPer, &rBusExpDtl;
Local SQL &SQL1;

&rBusExp = CreateRecord(Record.PERSONAL_DATA);
&rBusExpPer = CreateRecord(Record.BUS_EXPENSE_PER);
&rBusExpDtl = CreateRecord(Record.BUS_EXPENSE_DTL);

&rsBusExp = CreateRowset(Record.PERSONAL_DATA,
CreateRowset(Record.BUS_EXPENSE_PER,
CreateRowset(Record.BUS_EXPENSE_DTL)));

&MYFILE = GetFile("c:\temp\BUS_EXP.out", "R", %FilePath_Absolute);
&MYFILE.SetFileLayout(FileLayout.BUS_EXP_OUT);

&SQL1 = CreateSQL("%Insert(:1)");

&rsBusExp = &MYFILE.ReadRowset();
While &rsBusExp <> Null;
&rsBusExp.GetRow(1).PERSONAL_DATA.CopyFieldsTo(&rBusExp);
&rsBusExpPer = &rsBusExp.GetRow(1).GetRowset(1);
For &I = 1 To &rsBusExpPer.ActiveRowCount
&rsBusExpPer(&I).BUS_EXPENSE_PER.CopyFieldsTo(&rBusExpPer);
&rBusExpPer.ExecuteEdits(%Edit_Required);
If &rBusExpPer.IsEditError Then
For &K = 1 To &rBusExpPer.FieldCount
&MYFIELD = &rBusExpPer.GetField(&K);
If &MYFIELD.EditError Then
&MSGNUM = &MYFIELD.MessageNumber;
&MSGSET = &MYFIELD.MessageSetNumber;
End-If;
End-For;
Else
&SQL1.Execute(&rBusExpPer);
&rsBusExpDtl = &rsBusExpPer.GetRow(&I).GetRowset(1);
For &J = 1 To &rsBusExpDtl.ActiveRowCount
&rsBusExpDtl(&J).BUS_EXPENSE_DTL.CopyFieldsTo(&rBusExpDtl);
&rBusExpDtl.ExecuteEdits(%Edit_Required);
If &rBusExpDtl.IsEditError Then
For &K = 1 To &rBusExpDtl.FieldCount
&MYFIELD = &rBusExpDtl.GetField(&K);
If &MYFIELD.EditError Then
&MSGNUM = &MYFIELD.MessageNumber;
&MSGSET = &MYFIELD.MessageSetNumber;
End-If;
End-For;
Else
&SQL1.Execute(&rBusExpDtl);
End-If;
End-For;
End-If;
End-For;
&rsBusExp = &MYFILE.ReadRowset();
End-While;
&MYFILE.Close();

Basic HRMS Setup's and adding the Benefits to the Employee Setup

Create SETID
Navigation:
Main Menu ->PeopleTools ->Utilities ->Administration ->TablesetID's

Create Business Unit
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Business Unit

Setup Location:
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Location

Add a company
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Company

Create an Establishment ID
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Establishment

Create Departments
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Departments

Setting the Business Unit options default
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Business Unit options default (Enter the company and Country details)

Create a pay Group Table:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Pay Roll ->Pay Group Table

Create a Job Code
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Job Attributes ->Job Code Table

Setting Org Defaults permission lists
Navigation:
Main Menu ->Setup HRMS ->Foundation Tables ->Organisation ->Org Defaults by permission Lists (Enter the Organisation related
data here)

Tree Manager:
Navigation:
Main Menu ->Tree Manager->Tree Utilites ->Tree Manager
->Create a new tree with the name DEPT_SECURITY
->Select the structure ID as DEPARTMENT
->Select the category as HR
->Click on ADD LEVEL and add the following below levels
1.Corporate
2.Business
3.Region
4.Company
5.Department
6.Division
7.Group
8.Unit
->Select the root node
->save it.
Note: In Business Options Default enter the details.

Security:
Navigation:
Main Menu ->Security ->Core Row Level Security ->Security by Permission Lists
->Select HCDPALL.Add ur business uint it and select the 011 as Security acess type.

Security by Dept Tree:
Navigation:
Setup HRMS ->Security ->Core Row level Security ->Security by Dept Tree
->Select HCDPALL.Add your SETID and Department ID in it.


Running the Process:
Navigation:
Setup HRMS ->Security ->Core Row Level Security->Refresh SJT Class ALL / Refresh Trans SJT Tables / Refresh SJT OPR class

Run all the above process

Buzz the Application
Navigation:
Setup HRMS ->Install -> Installation Table
->Change the SETID and Campany Name.
->Restart the services.

Adding a Person:
Navigation:
Main Menu ->Workforce Administration -> Personal Information ->Add a Person.

Adding the Benfits to the existing Employee:
===================================
Base Benfits:
Adding a Health Plan to an Existing Employee:

Provider / Vendor Tables:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Plans and Providers ->Provider/ Vendor Tables ->Vendor ID

Benfit Plan Type:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Plans and Providers ->Provider/ Vendor Tables ->Benfit Plan Type

Health Plan Table:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Plan Attributes ->Health Plan Table

Health Coverage Codes:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Plan Attributes ->Health Coverage Codes

Rates and Rules:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Rates and Rules ->Benfit Rates.

Deduction Code:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Payroll Interface ->Deductions ->Deduction Tables.

Cloning the Benfit Program Utility:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Program Structure ->Benfit Program clone Utility.

->Select required Basic benfits and clone it.

Benfit Program Table:
Navigation:
Main Menu ->Setup HRMS ->Product Related ->Base Benfits ->Program Structure ->Benfit Program Table.

Adding the Benfit to the Employee:
Navigation:
Main Menu ->Workforce Administration ->Job Data ->Select the EMPLID ->Click on the Benfit program participation link ->Add the benfit program.

Check it in Benfits
Navigation:
Main Menu ->Benfits ->Enroll in Benfits ->Assign to Benefit Program ->Select the EMPLID and check for Benfits.