When Updating Benefit Program Data In HCM For An Employee...The Worker Becomes Unsearchable In CRM

(Doc ID 2298795.1)

Last updated on AUGUST 18, 2017

Applies to:

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

Symptoms


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

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

STEPS
-----------------------
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
EMPLOYEE.
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
record.
5) After the record is saved....note down the EMPLID.
6) Go to the integrated CRM environment and login. Go to Workforce >
Worker...search 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.
SAVE.
9) Go to "Benefits Program Participation"..click 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 Worker....search by EMPLID. NO
RESULTS. The record was deleted. This is the reported bug.

Cause

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