My Oracle Support Banner

When Updating Benefit Program Data In HCM For An Employee...The Worker Becomes Unsearchable In CRM (Doc ID 2298795.1)

Last updated on JULY 21, 2020

Applies to:

PeopleSoft Enterprise CRM HelpDesk for HR - Version 9.1 and later
Information in this document applies to any platform.


Updating Benefit Plan in HCM , Removes Job and Worker Job data in CRM and Worker is not available @ Main Menu -> Workforce -> Search Worker

The Change(s) made for existing data in HCM should not remove the Worker in CRM

The issue can be reproduced at will with the following steps:
1) Setup PERSON_BASIC_SYNC and WORKFORCE_SYNC for a CRM 9.1 test environment
and HCM 9.1 test environment.
2) Log into HCM 9.1 with PS/PS
3) Workforce Admin > Personal Information > ADD Person
4) Enter Name, Social Security ## (National ID#), Address, and mark as
NOTE: When you mark a person as EMPLOYEE there will be required fields to
fill in. Fill in all the required fields to satisfy the SAVE of the employee
5) After the record is saved....note down the EMPLID.
6) Go to the integrated CRM environment and login. Go to Workforce > by EMPLID. The record should appear. If not...then check
your IB setup.
7) Run these queries against the CRM db in SQL Developer:
select * from ps_job where emplid='0066'
select * from ps_RD_WRKR_JOB where person_id in (select person_id from
ps_rd_person where emplid='0066')
NOTE: Use the EMPLID that you saved above in the query. Confirm that there
is a row present in each table.
8) WAIT one day. The reason is that we have to go into correction mode next
to change the EFF Date on the HCM record. The issue was reproduced when the
Efft date was changed from a past date to the current date. Once you are on
the NEXT day....change the "Work Location" Effective Date to today's date.
9) Go to "Benefits Program Participation" on link at the bottom right
of the Work Location page to open it.
10) Change the 'Benefit Program Participation' Effective Date to todays date.
(DO NOT SAVE yet).
11) Change the Benefit Program to some other value.
12) ADD a "BAS Group ID" value.
13) SAVE the page.
14) Requery CRM with the same query used in Step#7 above:
select * from PS_JOB where emplid='0066'
select * from PS_RD_WRKR_JOB where person_id in (select person_id from
ps_rd_person where emplid='0066')
NOTICE that the row is deleted. NO RESULTS.
15) Log into CRM. Go to: Workforce > Search by EMPLID. NO
RESULTS. The record was deleted. This is the reported bug.


To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!

In this Document

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.