HR Navigation Quick Reference Guide

PeopleSoft 9.1

5/23/2014

HR Navigation Quick Reference Guide: PeopleSoft 9.1

You can access PeopleSoft from the Oxy Intranet page by selecting OxyLink under Top Sites or by typing oxylink.oxy.com in your browser.
Once you log in to PeopleSoft, click on Human Resources Administration from the Menu (on the left side of the screen) to access the
information you are looking for.
Search for ALL Oxy Contingent Workers & Employees:

Navigation: Main Menu>Human Resources Administration>Employee Data>Search for CWR & EMP
You can conduct a search for all contingent workers and employees (active and/or inactive) across the entire organization, regardless of your
security access in PeopleSoft.

View History
Some pages show historical information, which can be viewed by selecting the appropriate navigation buttons:

Click

The blue bar at the top of the region displays the number of effective dated rows

Click

Click

on the Search page or

when viewing the current record to see history, if available.

.

to see all effective dated rows at once (if available).

or

to go to the previous or next dated row, or

(most recent row) or

The tables on the following pages provide a cheat sheet for HR PeopleSoft 9.1 navigation. The left column
lists, in alphabetical order, commonly used fields in PeopleSoft. The right column shows you where to locate
the information.

Page 1 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

HR Information

Navigate from Main Menu>Human Resources Administration>Employee Data>HR

Absence Information (STD, FMLA, etc)

General Absence > Absence Data tab (History Available)

Account (Combination) Code

Job Data > Earnings Distribution link (History Available)

Action/Reason Codes (for Specific Employee)

Job Data > Work Location tab (History Available)

Additional Foreign National EE Data

Additional Empl Data - FNatl > Additional EE Data tab (History Available)

Address (Home or Preferred)

Personal Data > Contact Information tab (History Available)

Alternate ID

Personal Data > Biographical Details tab (History Available)

Annual Benefits Base Rate

Job Data > Benefit Program Participation link (History Available)

Alternate Business Title

Additional Empl Data - FNatl > Additional EE Data tab

Annual Pay Rate

Job Data > Compensation tab > Expand

Pay Rate Change > Compensation tab > Expand

section (History Available), or

section (History Available)

Asset Information

Asset/Job Resp & Function > Asset/Job Responsibility tab (History Available)

Audiometric (OMN FNL only)

Audiometric Exam Fnatl

Bank Account Information (FNL only)

Bank Account - FNatl

Benefit Program

Job Data > Benefits Program Participation link (History Available)

Benefits Employee Status

HR / Job / Payroll Summary, or

Job Data > Benefits Program Participation link (History Available)

Page 2 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

HR Information

Navigate from Main Menu>Human Resources Administration>Employee Data>HR

Benefits Service Date/Service Date

Job Data > Employment Data link

Birth Country, State and Location

Personal Data > Biographical Details tab (History Available)

Blood Type (COL, OMN, QAT FNL only)

Physical Exam - FNatl > Exam Details tab

Bonus Plan

Bonus Plan > Variable/Incentive Pay Plan tab (History Available)

Business Title

Job Data > Employment Data link

Business Unit (for Specific Employee)

Job Data > Work Location tab (History Available)

Cedula de Ciudadania Issuing

Location/Colombia NID Issue Place

Identification Data > Visa/Permit Data tab (History Available)

Citizenship

Identification Data > Citizenship/Passport tab (History Available)

Comments

General Comments

Company (for Specific Employee)

Job Data > Work Location tab (History Available)

Company Seniority (Service) Date

HR / Job / Payroll Summary or

Job Data > Employment Data link

Company Sponsored (QAT FNL only)

Additional Empl Data Fnatl > Additional EE Data tab (History Available)

Compa-Ratio

Job Data > Compensation tab > Expand

Pay Rate Change > Compensation tab > Expand
Available)

Page 3 of 17

section (History Available), or

section (History

HR Navigation Quick Reference Guide: PeopleSoft 9.1

HR Information

Navigate from Main Menu>Human Resources Administration>Employee Data>HR

Compensation Rate

Job Data > Compensation tab (History Available), or

Pay Rate Change > Compensation tab (History Available)

Contractor Admininstrator (Responsible ID)

Contract Data > Signature Date/Probation Info tab (History Available)

Contract Data

Contract Data > Contract Status/Content tab (History Available)

Date of Birth and Age

HR / Job / Payroll Summary, or

Personal Data > Biographical Details tab

Date of Death

HR / Job / Payroll Summary, or

Personal Data > Biographical Details tab

Date of Last Increase

Pay Rate Change > Employee Profile tab (History Available)

Department (for Specific Employee)

Job Data > Work Location tab (History Available)

DCP

Checklist > Person Assignment Checklist page (History Available)

Dependent Visa/Permit

Dependent Identification Data > Depdnt Visa/Permit Data tab (History Available)

Dependent Citizenship/Passport

Dependent Identification Data > Depdnt Citizenship/Passport tab (History Available)

Drivers License

Drivers License > Drivers License page

Drug Codes US

Drug Codes US > Employee Drug Codes page (History Available)

Drug Test (COL & OMN FNL only)

Drug Test FNatl > Drug Test Data 1 and Drug Test Data 2 tabs

Earnings Code (REG, SST 100%, SHP 50%)

Job Data > Earnings Distribution link (History Available)

Page 4 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

HR Information

Navigate from Main Menu>Human Resources Administration>Employee Data>HR

Eligible for Rehire

Job Data > Employment Data link

Email Address

Personal Data > Contact Information tab (History Available)

Emergency Contact Information

Emergency Contact > Contact Address/Phone and Other Phone Numbers tabs

Employee Checklist

Checklist > Person Assignment Checklist page (History Available)

Employee Class

Job Data > Job Information tab (History Available)

Employee Name

Personal Data > Biographical Details tab (History Available), or

HR / Job / Payroll Summary

Employee Status

Job Data > Work Location tab (History Available), or

HR / Job / Payroll Summary

Employee Type

Job Data > Payroll tab (History Available), or

HR / Job / Payroll Summary

Employment Verification

Main Menu > Forms, Publications & Info. > Employment and Income Verifications > Employment
and Income Verification Instructions

Establishment ID

Job Data > Work Location tab (History Available)

Ethnicity

Personal Data > Regional tab (History Available)

Eye Exam (COL & OMN FNL only)

Eye Exam - FNatl > Eye Exam Address/Phone and Exam Details tabs

FICA Status

Job Data > Payroll tab (History Available)

Page 5 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

HR Information

Navigate from Main Menu>Human Resources Administration>Employee Data>HR

First Start Date/Hire Date

HR / Job / Payroll Summary, or

Job Data > Employment Data tab (History Available)

FLSA Status

Job Data > Job Information tab > click the flag

(History Available)

Foreign National EE Data

Additional Empl Data FNatl > Multiple Supervisor and Additional EE Data tabs (History
Available)

Full-Time/Part-Time Status

Job Data > Job Information tab (History Available), or

Job Summary > Job Information tab (History Available)

Functional Manager for Multiple Supervisor

(FNL only)

Additional Empl Data FNatl > Multiple Supervisor tab (History Available)

General Absence

General Absence > Absence Data tab (History Available)

Gender

Personal Data > Biographical Details tab (History Available)

Grade Entry Date

Job Data > Salary Plan tab (History Available)

HAJ Eligibility (UAE, COL, OMN, & YEM FNL

only)

Additional Empl Data FNatl > Additional EE Data tab (History Available)

Health Card (COL & OMN FNL only)

Health Card - FNatl > Health Card 1 and Health Card 2 tabs

Hire Date (Current)/First Start Date

HR / Job / Payroll Summary, or

Job Data > Employment Data link (History Available)

ICP (Incentive Comp Plan)

Bonus Plan > Variable/Incentive Pay Plan tab (History Available)

Page 6 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

HR Information

Navigate from Main Menu>Human Resources Administration>Employee Data>HR

Immunization Data (ARG & OMN FNL only)

Health Card - FNatl > Health Card 1 and Health Card 2 tabs

Job Code (for Specific Employee)

Job Data > Job Information tab (History Available), or

Job Summary > Job Information tab (History Available)

Job Function Code

Asset/Job Resp & Function > Job Function Code tab

Last Date Worked

Job Data > Work Location tab (History Available)

Last Start Date/Rehire Date

Job Data > Work Location tab (History Available)

Leave Dates (STD, FML, etc)

General Absence > Absence Data tab (History Available)

Leave Accruals

Vacation Balance Info > Review Accrual Balances

Location (for Specific Employee)

Job Data > Work Location tab (History Available)

Location (for US Inpats)

Additional Empl Data FNatl > Additional EE Data tab (History Available)

LTI (Long Term Incentive) / Stock

Checklist > Person Assignment Checklist page (History Available)

Marital Status

Personal Data > Biographical Details tab (History Available)

Mentor or Peer Advisor

Mentor/Peer Advisor Program > Mentee/Mentor Profile tab (History Available)

Military Status

Personal Data > Regional tab (History Available)

Multiple Supervisor (FNL only)

Additional Empl Data FNatl > Multiple Supervisor tab (History Available)

Officer Code (OXYCC only)

Job Data > Job Information tab (History Available)

Original Start Date/Original Hire Date

Job Data > Employment Data link

Page 7 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

HR Information

Navigate from Main Menu>Human Resources Administration>Employee Data>HR

Passport

Identification Data > Citizenship/Passport tab (History Available)

Pay Frequency

Job Data > Compensation tab (History Available)

Pay Group

Job Data > Payroll tab (History Available)

Pay Rate

Job Data > Compensation tab (History Available), or

Pay Rate Change > Compensation tab (History Available)

Pay Rate Change Amount

Job Data > Compensation tab > Changes tab (History Available), or
Pay Rate Change > Compensation tab > Changes tab (History Available)

Pay Rate Change Percent

Job Data > Compensation tab > Changes tab (History Available), or
Pay Rate Change > Compensation tab > Changes tab (History Available)

Performance Rating

Main Menu > Oxy Compensation Planning > OxyComp System > OxyComp System

PHMSTK (Phantom Stock Plan)

Checklist > Person Assignment Checklist (History Available)

Physical (COL, OMN, & QAT FNL only)

Physical Exam - FNatl > Exam Details tab

Point of Origin

FNL only: Additional Empl Data FNatl > Additional EE Data tab > Airport Code (History
Available)
US$ Payroll Expats only: Personal Data > Contact Information tab (History Available)

Position Number (FNL and US$ Expats only)

Job Data > Work Location tab (History Available), or

Job Summary > Work Location tab (History Available)

Prior Service

Main Menu > Human Resources Administration > How to Guides > Prior Service Credit > Def. Of
Prior Credit Service, Prior Service Questionnaire, and Service Date Calc Worksheet

Page 8 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

HR Information

Navigate from Main Menu>Human Resources Administration>Employee Data>HR

Project Code/GL Pay Type (FNL only)

Job Data > Earnings Distribution link (History Available)

Provider ID (Contractor Vendor)

Contract Data > Contract Status/Content tab (History Available), or

Job Data > Employment Data tab

PRPPHM (Pro-Rata Payout Phantom Stock)

Qatari Pension

Checklist > Person Assignment Checklist (History Available)

Additional Empl Data FNatl > Additional EE Data tab > click the flag
Available)

(History

Referral Source

Referral Source > Person Applicant Information - limited information tracked (History Available)

Regular/Temporary

Job Data > Job Information tab (History Available), or

Job Summary > Job Information tab

Rehire Date/Last Start Date

Job Data > Work Location tab (History Available)

Relevant Work Experience Date

Relevant Work Experience (History Available)

Respiratory Info (LBY & OMN FNL only)

Respiratory Exam FNatl > Respiratory Exam Addr/Phone and Exam Details tabs

Salary Administration Plan (Pay Scale)

Job Data > Salary Plan tab (History Available), or

Job Summary > Salary Plan tab

Salary Grade

Job Data > Salary Plan tab (History Available), or

Job Summary > Salary Plan tab

Search for Employee or CWR by National ID

Main Menu > Human Resources Administration > Employee Data > Search by National ID

Search for Employee or CWR

Main Menu > Human Resources Administration > Employee Data > Search For CWR & EMP

Page 9 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

HR Information

Navigate from Main Menu>Human Resources Administration>Employee Data>HR

Seniority Date/Company Seniority Date

HR / Job / Payroll Summary or

Job Data > Employment Data link

Service Date/Benefit Service Date

HR / Job / Payroll Summary or

Job Data > Employment Data link

Shift (PS value = Regular Shift)

Job Data > Job Information tab (History Available)

Social Security Number (National ID)

Personal Data > Biographical Details tab (History Available)

Standard Hours

Job Data > Job Information tab (History Available), or

Job Summary > Job Information tab

Stock Options

Checklist > Person Assignment Checklist (History Available)

Supervisor ID

Job Data > Job Information tab (History Available)

Tax Location Code

Job Data > Payroll tab (History Available)

Tax Status (FICA Status US Only)

Job Data > Payroll tab (History Available)

Telephone Numbers

Personal Data > Contact Information tab (History Available)

Termination Date

Job Data > Work Location tab (History Available), or

HR / Job / Payroll Summary

Union Information

Job Data > Job Labor tab (History Available)

Page 10 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

HR Information

Navigate from Main Menu>Human Resources Administration>Employee Data>HR

Vacation (Domestic) Guidelines & Calculation

Form

Main Menu > Human Resources Administration > How to Guides > Vacation Guidelines & CalcUS > Oil & Gas Vacation Guidelines, OxyChem Vacation Guidelines, or Sen/Rel Wrk Exp/Vac
Serv Forms (Relevant Work Experience/Vacation Service Forms)

Vacation Hours (Available or Taken)

Vacation Balance Info

Vacation Service Date

& Pre-2012 Vacation Service Date

Job Data > Employment Data link

Variable/Incentive Pay

Bonus Plan > Variable/Incentive Pay Plan page (History Available)

Vendor ID/Alternate Empl ID (FNL only)

Personal Data > Biographical Details tab (History Available)

Visa/Permit

Identification Data > Visa/Permit Data tab (History Available)

Work Period

Job Data > Job Information tab (History Available), HR / Job / Payroll Summary, Pay Rate Change
> Employee Profile tab (History Available), or Job Summary > Job Information tab

Workers Comp Provider (COL FNL only)

Additional Empl Data FNatl > Additional EE Data tab > click the flag
Available)

Page 11 of 17

(History

HR Navigation Quick Reference Guide: PeopleSoft 9.1

Chemical Facility Anti-Terrorism
Standards (CFAT) & Transportation
Workers ID Credentials (TWIC)
Information (OCC only)

Navigate from Main Menu>Human Resources Administration>Employee

Data>HR>Background Checks-OCC

Date Registered

RI tab (History Available)

Professional Compliance Type

RI tab (History Available)

Regulatory Authority

RI tab (History Available)

Page 12 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

Benefits Information

Navigate from Main Menu>Human Resources Administration>Employee

Data>Benefits

Benefit Information

Current Benefits Summary > Benefit Enrollment Summary and Benefit Deduction Summary tabs

Beneficiaries

Dependent / Benef Summary > Dependent/Benef Summary

Dependent Information

Dependent / Beneficiary > Name, Address, and Personal Profile tabs

FSA/HSA Benefit

Flex Spend / Health Savings (FSA Benefits)

Health Benefits

Medical / Dental Plans (Health Benefits)

Life and ADD Benefits

Life / ADD Plans (Life and AD/D Benefits)

LTD Benefits

Disability Plans (Disability Benefits)

Medicare Flag

Benefits Personal Data

Pension Plans (USA & FNL)

Def Ben / FNatl Pension Plans (USA-Pension Plans)

Savings Plan

Retirement / Savings Plans (Savings Plans)

Sickness and Accident Benefit

Disability Plans (Disability Benefits)

Special Welfare Plan Benefit

Disability Plans (Disability Benefits)

STD Benefits

Disability Plans (Disability Benefits)

Page 13 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

Payroll Information

Navigate from Main Menu>Human Resources Administration>Employee

Data>Payroll>Payroll Information

Additional Pay

Payroll Information > Additional Pay (Create Additional Pay)

Check Balance (YTD)

Paycheck / Balance Information > Check Balance YTD (Check Year-to-Date)

Check Distribution/Mail Drop ID

Payroll Information > Mail Drop (Update Payroll Options) > Payroll Options 2 tab

Check Stub Options

Payroll Information > Direct Deposit (Request Direct Deposit) > Suppress DDP Advice Print
(

for electronic option)

Deduction Balances (MTD, QTD, YTD)

Paycheck / Balance Information > Deductions Balances (Deductions)

Deductions

Payroll Information > General Deduction (Create General Deductions)

Direct Deposit

Payroll Information > Direct Deposit (Request Direct Deposit)

Earnings Balances (MTD, QTD, YTD)

Paycheck / Balance Information > Earnings Balances (Earnings)

Garnishment Balances (MTD, QTD, YTD)

Paycheck / Balance Information > Garnishment Balances (Garnishments)

Garnishments

Payroll Information > Garnishment (Create Garnishments)

Paycheck Data

Paycheck / Balance Information > Paycheck Data (Review Paycheck), or Paycheck / Balance
Information > Paycheck Empl Self Service (to view PDF)

Paycheck Summary

Paycheck / Balance Information > Paycheck Summary (Review Paycheck Summary)

Savings Bonds

Payroll Information > US Savings Bonds (Create U.S. Savings Bonds)

Tax (Federal, State, and Local)

Payroll Information > Tax (Update Employee Tax Data)

Tax Balances (MTD, QTD, YTD)

Paycheck / Balance Information > Tax Balances (Taxes)

Page 14 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

PeopleSoft Training Guides

Navigate from Main Menu>Human Resources Administration>How to Guides

HR View Only

HR Training Guides > HR View Only

Basics and Navigation

HR Training Guides > Basics & Navigation

Emergency Contact Crisis Management

Emerg Contact-Crisis Mgmt Info > Emergency Contact Instructions or Reports

Query Training Links

Query Help Home Page

PeopleSoft Online Reference Guide (OLR)

PeopleSoft Online Ref Guide > U.S. > On-Line Reference Guide, or
PeopleSoft Online Ref Guide > International > On-Line Reference Guide

Prior Service Credit

Prior Service Credit > Def. Of Prior Credit Service, Prior Service Questionnaire, and Service Date
Calc Worksheet

Vacation Guidelines/Calculations (US Only)

Vacation Guidelines & Calc-US > Oil & Gas Vacation Guidelines, OxyChem Vacation Guidelines,
and Sen/Rel Wrk Exp/Vac Serv Forms (Relevant Work Experience/Vacation Service Forms)

Talent Management System (TMS)

Navigate from Main Menu

Talent Management System

Employee Self Service > Talent Management System

Human Resources Administration > Talent Management System
Manager Self Service > Talent Management System

Page 15 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

Table Information

Navigate from Main Menu>Human Resources Administration>PeopleSoft Tables

Account/Combination Codes

Account Code > Combination Code page

Department Codes

Department > Department Table page

For Domestic Location SETID = SHARE

For Foreign Locations SETID = BU

*Includes Primary HR Rep & Admin

*Oxy HR Contact Tab

**Division/Business Group/Organization
Unit/Functional Roll Up

**Oxy Department Fields

Job Codes

Job Code > Job Code Table page (SETID = BU)

Location Codes

Location > Location Table page

For Domestic Location SETID = SHARE

For Foreign Locations SETID = BU

Position Data (FNL & US$ Expats only)

Position > Position Data Table page

Tree Viewer

Navigate from Main Menu > Tree Manager > Tree Viewer

Page 16 of 17

HR Navigation Quick Reference Guide: PeopleSoft 9.1

PeopleSoft Org Charts and Reports

Navigate from Main Menu

Drill Down Reports

Human Resources Administration > Drill Down Reports (Results based on users security level)

HR Activity Reports

OXY Main Menu > Human Resources > Reports > HR Activity Reports

Worldwide Corporate Org Chart

Human Resources Administration > Worldwide Org Chart

Worldwide Org Tree

Human Resources Administration > Organization Chart > Worldwide Org Tree

PeopleSoft Support/
Contact Information

Navigate from Main Menu>Human Resource Administration

PeopleSoft Contacts for HR Users

Contacts > General Contact Information

PeopleSoft Security Contacts

Contacts > Security Contact List

Page 17 of 17