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E-CRM: Issue With WORKFORCE_SYNC For Previous POI (Person of Interest) now Hired as Employee (Doc ID 2812953.1)

Last updated on OCTOBER 13, 2021

Applies to:

PeopleSoft Enterprise CRM HelpDesk for HR - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.


Issue with WORKFORCE_SYNC for POI (Person of Interest)
When a person has previously had a Person of Interest relationship that has ended in the past and is now joining the organization as an Employee, the WORKFORCE_SYNC message has an issue and CRM does not recognize the person's new employee relationship.  As a result, the Employee cannot be found in CRM.

The issue can be reproduced with the following steps:

      1. Log into HCM to add a new POI:
          Navigation: Workforce Administration > Job Information > Other Payee
          Add a new POI and use an effective date in the past

      2. Log in CRM to check:
          Navigation: Customers CRM > Search Person and search for the new POI
          the POI came over no issue

      3. In HCM, Open the Job data and insert a new effective-dated job row
          Navigation: Workforce Admin > Job Information > Job Data
          Set the Action to 'Completion' and Save

      4. In HCM, add another employee instance for the POI to hire this POI as an employee now
          Navigation: Workforce Admin > Job Information > Add Employment Instance

      5. In CRM:
          Navigation: Customers CRM > Search Person
          Open the POI
          The Job tab shows only 1 row and notice the effective date is incorrect in CRM, also all the other information such as job code, department, etc. are empty.

      6. In CRM:
          Navigate to Workforce > Search worker
          The employee does not return for the search


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