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


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)