How To Remove Terminated Employee From The Project Manager List In Epm Project Portfolio Management

(Doc ID 1111697.1)

Last updated on NOVEMBER 08, 2017

Applies to:

PeopleSoft Enterprise EPM Project Portfolio Management - Version 9 to 9.1 [Release 9]
Information in this document applies to any platform.
***Checked for relevance on 06-JUL-2012***
***Checked for relevance on 22-May-2014***

Goal



Is there a way to remove a terminated employee from the Project Manager dropdown list on a Project Request within EPM? What are the steps?

*Fix
<span >Provide instructions on how to accomplish the goal.
Once the terminated employee is in inactive status, based on the Personal Data record in HR, the employee will no longer appear on the list.

A.   The correct procedure is:
  1.  If Personal Data (Personal_ D00) is brought in via the ETL process
     a.  the table cannot be updated manually to show as inactive in EPM Dimensions; an error message will be generated directing the user to have the etl jobs run.
     b.  the etl process must be run to update employee's Personal Data with the most current data from the HCM/HR system, including status.

  HR is the source of truth for employee data, and HR and EPM must be kept in synch.

  2.  If the employee is created in EPM, then the data can be updated in EPM.  This is usually limited to
    a.  dummy employees for testing
    b.  consultants that are implementing and testing, who are not  employees, and do not exist in the HR system.

B.  In demo, access to demo employee data is also restricted.  To get access to data (note - similar steps would be followed in dev, qa, test, prod environments):
    a.  create a role for Employee Access.
    b.  grant employee dimension by individual employee numbers, or by using the delivered demo constraint ALL_EMPLOYEES.  
(review Constraint, DataMap Code is EE_SEC_VW, TableMap is EE_SEC_VW. Primary Record is EE_SECURE_VW
    c.  run the security app engine process using current date.

Note:
EE_SECURE_VW is a view created from Job_F00:
SELECT A.BUSINESS_UNIT
, A.EMPLID
, A.EMPL_RCD_NBR
, A.ASOF_DT
, A.ASOF_STATUS
, A.ANNL_BENEF_BASE_RT
, A.ANNL_BBASE_BCE_AMT
, A.ANNUAL_RT
, A.ANNUAL_BCE_AMT
, A.BAS_ACTION
, A.BAS_GROUP_ID
, A.BEN_STATUS
, A.CHANGE_AMT
, A.CHANGE_BCE_AMT
, A.CHANGE_PCT
, A.COMP_FREQUENCY
, A.COMPRATE
, A.COMPRATE_BCE_AMT
, A.CURRENCY_CD
, A.DEPTID
, A.DIRECTLY_TIPPED
, A.EMPL_CLASS
, A.EMPL_STATUS
, A.EMPL_TYPE
, A.FULL_PART_TIME
, A.FUNCTION_CD
, A.GL_PAY_TYPE
, A.GRADE
, A.GRADE_ENTRY_DT
, A.HOLIDAY_SCHEDULE
, A.HOURLY_RT
, A.HOURLY_BCE_AMT
, A.HOURLY_RT_FRA
, A.JOB_ENTRY_DT
, A.JOBCODE
, A.UNION_CD
, A.HIRE_DT
, A.REHIRE_DT
, A.CMPNY_SENIORITY_DT
, A.SERVICE_DT
, A.LABOR_AGREEMNT_FRA
, A.EMPLOY_CATEGRY_FRA
, A.LOCATION
, A.MONTHLY_RT
, A.MONTHLY_BCE_AMT
, A.OFFICER_CD
, A.PAYGROUP
, A.POSITION_ENTRY_DT
, A.POSITION_NBR
, A.POSITION_OVERRIDE
, A.RATING_SCALE
, A.REG_REGION
, A.REG_TEMP
, A.REVIEW_DT
, A.REVIEW_RATING
, A.SAL_ADMIN_PLAN
, A.SALARY_MATRIX_CD
, A.SHIFT_FACTOR
, A.SHIFT_RT
, A.SHIFT
, A.STD_HOURS
, A.STEP
, A.STEP_ENTRY_DT
, A.TAX_LOCATION_CD
, A.COMPANY
, A.ESTABID
, A.BENEFIT_RCD_NBR
, A.WA_VOLUNTARY_FLAG
, A.PROCESS_INSTANCE
, A.EMPL_RCD_CHR
 FROM PS_JOB_F00 A


Solution

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