Monday 11 June 2007

Business Unit & SetIDs

From PeopleSoft ver 7.5 onwards, PeopleSoft has been providing the functionality of Business Units and SetIDs. The two elements provide greater flexibility and functionality in terms of not only managing the organisation structure but also in terms of managing and sharing setup data (i.e. departments, job codes, absence codes, locations etc). Further, the Business Units can be used for row level security i.e. to provide access to one or more business units to individual permission lists within PeopleSoft.

Business Units

Business Units represent logical units within your organization. They can be used for organisation structure and reporting purposes. By using Business Units, one can group employees by administrative organisation structure (i.e. for HR purposes) or actual business structure (i.e. Org Structure). Business Units may be, for example, companies, agencies, subsidiaries, divisions, departments, or branch offices within your organization. Alternatively, you may choose to have a single Business Unit which represents your entire organization.


TableSets and SetIDs

Once Business Units have been defined, you can define TableSets, or groups of tables, for your setup/control tables, so that you can share the same code values across more than one Business Unit within your organisation. Additionally, the TableSet feature also allows you to restrict access to specific data to only those users who need it, while storing all of your data on the same tables. This flexibility enables organisation to centralise common data / information whereas the other data/information can be decentralised i.e. Departments, Job Codes, Absence Types etc. A Business Unit is then associated with employee's Job record in the organisation and using Business Unit, you can specify how the defaults for currencies and country codes will work.

Where a 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.