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TABLE OF CONTENTS

Basics........................................................................................2
People Tools...............................................................................3
Tree Manager...........................................................................10
Installation...............................................................................12
Security...................................................................................13
Reporting.................................................................................14
SQR 15

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Basics
Medium:
1. What is a Sub Record?
A group of fields commonly used in multiple record definitions—you can add to other record
definitions. This way you can make any changes to the group of fields in one place, as
opposed to on each record definition the group of fields is used.

2. What is a Search Record?

The search record is the record used to populate the panel group's level-zero search key fields;
this enables the system to identify a unique row of data for the level-zero primary records in
the panel group's panels, build a panel buffer for the panel group, and display the panel.

3. What is the significance of an Effective dated field?

The EFFDT (Effective Date) field has special properties related to the processing of effective
dates on rows and should only be used when needed.
Unlike regular Date fields, which you can use anywhere in the system, you should use EFFDT
only on record definitions where you want to maintain data history—future, current, and past—
to store rows of data in sequence. This enables you to store multiple occurrences of data based
on when it goes into effect.
For effective-dated rows, you can only have one current row of data, but multiple occurrences
of future and history.

4. How do you distinguish between Update/Display, Update/Display All and Correction

Mode?

Action Type View Change Insert New Rows

Update/Display Current, Future Future only Effective Date Greater Than
the Current Row
Update/Display All History, Current, Future only Effective Date Greater Than
Future the Current Row

Correction History, Current, All Existing Add New Rows with No

Future Rows Effective Date Restrictions

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People Tools

Simple:
1. What is a Process Scheduler?
The PeopleTools Process Scheduler is a centralized tool that enables application developers,
system administrators, and application users to manage PeopleSoft batch processes. Process
Scheduler enables you to perform the following tasks:
· Schedule recurring processes.
· Create jobs (groups of processes).
· Schedule a process request to run on any date or time interval that your business
requires, such as monthly, daily, hourly, or even by the minute.
· Submit a job to run several processes, and, conditionally, schedule successive processes
based on the status of a previous process in the job.
The Process Scheduler's primary role is to support the PeopleSoft application environment.
With your PeopleSoft application, you'll have certain processes—programs, batch programs,
reports, and so on—that you'd like to perform behind the scenes of your online system.
Running reports, posting journal entries, loading benefit enrollment forms, and calculating
payroll deductions are all examples of processes that you most likely want to perform
independent of your PeopleSoft application.
Using the Process Scheduler can greatly streamline your business processes by allowing you to
take advantage of the distributed computing environment on your site, whereby you can
schedule performance sensitive jobs on a powerful server while your online system is still
available to end users. You can schedule processes to run locally on a client workstation or
remotely on a database server—without having to exit the PeopleSoft system. And once a
scheduled process kicks off, Process Scheduler allows you to manage the important details of
PeopleSoft batch processes from a central location—where certain programs ran, where and
when reports were printed, and what command-line parameters should be passed to third-party
programs with which Process Scheduler interacts.

2. What is a Process Monitor?

You use Process Monitor to review the status of scheduled or running processes. You can
view all processes to see the status of any process in the queue, and control the fate of any
processes you initiated. With the Process Monitor you can:
· Check the status of your submitted process requests.
· Cancel process requests that have been initiated or are currently processing.
· Hold process requests that are queued, and queue process requests you've put on hold.
· Delete completed process requests from the queue.
· Display output for SQR that runs successfully on the client.
· Transfer from a completed process request to a pre-designated panel.
After the process is submitted you need to manually start the Process Monitor to see the current
statistics of the processes.

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3. What is an Application Engine?

Using Application Engine, you create applications that perform background SQL processing
against your data. Using Application Engine provides you an alternative to writing COBOL or
SQR programs.
Application Engine does not generate SQL; it does not attempt to understand SQL and does not
parse it. It merely executes the SQL that you provide it with. This can be SQL that you write
within Application Engine, or SQL that has been generated by another tool, such as Query or
Mass Change.
Application Engine was written in standard PeopleSoft COBOL and is part of—and
maintained by—PeopleTools; thus, the look and navigation of its panels is similar to that of
other PeopleSoft applications. The main program is called PTPEMAIN.

4. What is PeopleCode?
Every PeopleCode program is associated with an object and with an event. When an event
fires on an object, it triggers any PeopleCode program associated with that object and that
event.
Each class of objects in Application Designer can have an event set. An object can have zero
or one PeopleCode programs for each event in its event set. In PeopleTools 7 two classes of
object have event sets: these are record fields and menu items. PeopleCode owned by record
fields is referred to as record PeopleCode; PeopleCode owned by menu items is referred to as
menu PeopleCode.

5. Where all do we apply PeopleCode in PeopleSoft ?

PeopleCode is applied at the panel level using application designer in PeopleSoft.

Medium:

6. What is the difference between SavePrechange and Savepostchange Peoplecode ?

SavePreChg Event
The SavePreChg event fires after SaveEdit completes without errors. SavePreChg PeopleCode
gives you one last chance to manipulate data before the system updates the database; for
instance, you could use SavePreChg PeopleCode to set sequential high-level keys. If
SavePreChg runs successfully, a WorkFlow event is generated, then the Application Processor
issues appropriate INSERT, UPDATE, and/or DELETE SQL commands.
SavePreChg PeopleCode is not field-specific: it triggers PeopleCode on all fields and on all
rows of data in the panel buffer.

SavePostChg Event
After the Application Processor updates the database, it fires the SavePostChg event. You can
use SavePostChg PeopleCode to update tables not in your panel group using theSQLExec
(Development Tools|PeopleCode|PeopleCode Reference|Built-in Functions and Language
Constructs) built-in function.
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An Error or Warning in SavePostChg PeopleCode will cause a runtime error, forcing the user
to cancel the panel group without saving changes. Avoid Errors and Warnings in the this
event.
The system issues a SQL commit after SavePostChg PeopleCode completes successfully.
If you are executing WorkFlow PeopleCode, bear in mind that if the WorkFlow PeopleCode
fails, SavePostChg PeopleCode will not be executed. If your panel group has both WorkFlow
and SavePostChg PeopleCode, consider moving the SavePostChg PeopleCode to SavePreChg
or WorkFlow.

7. What are Control Tables? Give Examples.

You maintain critical general data, such as companies, work locations, and system
specifications, in a central spot in PeopleSoft Human Resources. That way, when users
perform tasks for any HRMS function, they use exactly the same general information. You
eliminate duplicate entries and keep the data virtually error-free. By setting up this control
table data in advance, you make the data available to users of all your PeopleSoft HRMS
applications. This saves users a great deal of time and prevents data entry errors.

8. What is a Business Unit? How do you decide a Business Unit?

Business Units are logical units created within your organization for reporting purposes and
don't have any predetermined restrictions or requirements. This flexible structuring device
enables you to actually define a higher level of reporting for your employees and group them
according to functional or administrative tasks or for your business purposes. You can define
Business Units that reflect the specific functional needs of your internal human resources
departments, or reflect the actual business structure of your enterprise. Your Business Units
may be, for example, companies, agencies, subsidiaries, divisions, departments, or branch
offices within your organization. Or, you may choose to have a single Business Unit represent
your entire organization. It's up to you and your unique business needs.

9. What is a SETID? Explain the Relationship with BusinessUnit?

As companies grow larger and more complex, either through domestic growth or through
expansion into the global marketplace, they often discover a need to collect the same type of
data over many locations. The Business Unit/SetID feature enables you to organize your
businesses by dividing them into logical units other than Companies and Departments-a
necessary feature for companies operating in the global market. This feature also enables you
to control how you share your organizational data among those organizational units. Business
Units and SetIDs provide you with a mechanism that enables the flexible grouping of your
people assets and minimizes the administrative burden of maintaining organization attributes.

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.
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10. What is a Transaction Table? Give Examples.

Tables that are constantly updated and have reference to the master tables are called transaction
tables. Example Job information of an employee, Language details of an employee are
transaction tables.

11. What is a Translate table ? Give examples.

The Translate Table is a prompt table, that's like an all purpose data dictionary, to store values
for fields that don't need individual prompt tables of their own. Gender field is a good case for
using the Translate Table.

12. What is a Message Agent?

What is Message Definition? How,why and where do we use a Message Definition.
A message definition is what allows the Message Agent client programs to access a PeopleSoft
panel group. You create a message definition in the Application Designer, as an object on a
step map. The definition creates a mapping between the fields passed to the Message Agent
and the fields on a PeopleSoft panel.

13. What is a Data Mover? Explain where is it used.

Data Mover is a PeopleTool that provides a convenient way to perform the
following tasks:

♦ Transfer application data between PeopleSoft databases.

♦ Move PeopleSoft databases across operating systems and database platforms.
♦ Execute SQL statements against any PeopleSoft database, regardless of the underlying
operating system or database platform.
♦ Control database security and access.

14. What is Import Manager? Explain where is it Used.

Import Manager provides a mechanism for converting data from existing files to PeopleTools
application data tables.

One of the more daunting tasks in implementing applications is moving data from
your existing systems. Because the existing data may not have undergone edits that
you might have defined in the Application Designer and PeopleCode, you must enter
the data that conforms to such rules so that you have confidence that the data is
consistent and valid.

15. What is TableSet Sharing ?

TableSet sharing is simply a time saver – a way to share redundant information among
business units. The key to sharing that information is defining what data is available under
specific circumstances. To accomplish this Setid is used. TableSet sharing simply consists of
assigning specific setid to specific record groups for individual business units.

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16. What is a Record Group?

A record group is simply a set of logically and functionally related control tables and views.
PeopleSoft HRMS 7.5 delivers nine HR record groups for business unit/setid functionality.

Complex:
17. What is the significance of Role, Rule and Routing in PeopleSoft?

Rules
Rules are your company's business practices captured in software. Rules determine what
activities are required to process your business data. Our training example includes a rule that
says department managers must approve all requests for external classes.
In most organizations, the rules are contained in policies and procedures documents that sit
gathering dust on employees' bookshelves. By incorporating rules into the software, you
ensure that people are following them—without requiring extra work on their part.

Roles
Roles describe how people fit into the workflow. A role is a class of users who perform the
same type of work, such as clerks or managers. Your business rules typically specify what
user role needs to do an activity. Our example rule says department managers (a role) must
approve external course requests.
Roles direct the work to types of people rather than to individuals. Identifying roles instead of
individual users makes your workflow more flexible and easier to maintain. Roles remain
stable even as people change jobs. If an employee in the R&D Department requests an
external class, the system forwards the request to "R&D Manager," not to Vic Rumpel, the
current R&D Manager.

Routings
Routings connect the activities in the workflow. They are the system's means of moving
information from one place to another, from one step to the next. Routings specify where the
information goes and what form it takes—email message, electronic form, or worklist entry.
Routings bring the flow into workflow. The network of routings creates a business process
from what used to be isolated activities. They get the right information to the right people at
the right time, enabling users to work together to accomplish the company's goals.
Routings make it possible to deploy applications throughout the enterprise. They work through
the levels and departments of an enterprise to bring together all the roles that are necessary to
complete complex tasks. In a purchasing system, it's possible to automate the processing of a
purchase order by sending the electronic requisition form to each role, while keeping the
originator informed of its progress through email. After approval by the proper role, the
requisition becomes part of the purchasing workflow. It travels through the system spawning
purchase orders and acquiring vendors and is finally transmitted out an electronic gateway into
the vendor's own EDI system. On the return trip, the vendor's invoice triggers a voucher that is
approved by receiving and inspection, generating a payment to the vendor.

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18. What is a Worklist?

Worklists are automated "to-do" lists, prioritized queues of work that needs to be done.
Selecting a work item from your worklist takes you directly to the panel you need. When
you're done, the system routes the work item on to the next worklist if necessary.

19. What is a Workflow?

Many of the tasks you perform throughout the day are part of larger tasks that involve several
steps and several people working together. For example, when you enter an invoice, you are
really kicking off an approval and payment process: someone else reviews and approves it, and
a third person submits payment to the vendor. The term workflow refers to this larger process.
To a certain extent, all the business processes you define using the Application Designer
involve workflow. However, we usually reserve the term to refer to processes that involve
multiple users and the routing of data between the users. PeopleSoft workflow tools help you
build the routings into your computer system. You use them to tie together the individual steps
so that the system can help coordinate the activities. Because the system has the "big picture"
and knows what you are trying to accomplish, it can automatically start the next step in the
workflow.

20. Why Use Workflow?

PeopleSoft applications give you a common database that you share with other PeopleSoft
users. But having access to the same data is not the same as working together. Without an
automated workflow, you do a lot of work outside the system to coordinate your activities with
other users' activities, to keep the work flowing. An employee enters a course request, but the
manager and training clerk don't know it until they run a query or get a message from the
employee.
With workflow, your application does more of the work. If you need manager approval for a
course request, the system automatically forwards the request. You don't need to set up a
supporting procedure, like sending an email or routing a printed copy of the invoice.
Workflow typically eliminates the job tasks associated with controlling paper flow, and frees
the people who once performed clerical functions to do more meaningful work.
When properly managed, workflow enables you to monitor the work your organization is
doing and how it is being done. It facilitates continuous process improvement. You can also
gauge how your underlying business is changing. As changes occur, you are well positioned to
respond promptly and proactively implement new business processes.

21. What are the benefits of Business Process?

Business processes provide a process-oriented organization of application features that
supplements the function-oriented menus and makes it easier for users to navigate through the
steps of a sequential task. Business processes also provide a visual representation of workflow,
enabling users to see what happens when an automated task is initiated from a panel.
Business processes offer these advantages over menus:
· Business processes provide the user with a visual representation of the flow of a
multistep task and its dependencies. In other words, it provides a view of the actions users
need to take and the order in which they need to take them.

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· Business processes organize panels based on when they're used rather than what
function they perform. Users can locate panels just by knowing what transactions they're
performing.
- Business processes provide visual representations of automated steps (workflow
routings).

22. What is a Department? What is the Relationship with SETID?

Ans: After you define company and location data for your enterprise, use the Department
Table to define business entities in your organization. Specify the Location SETID of the
location to which the department belongs.

23. What is a Regulatory Region?

A Regulatory Region can be any region where there are specific laws and regulations
addressed by functionality in PeopleSoft Human Resources. There are many country-specific
transactions driven by regulatory requirements where Regulatory Region is used for transaction
processing. These requirements include areas such as ethnicity, disability, and health and
safety. When driven by Regulatory Region, the regulatory codes, PeopleCode edits, and set
processing in the system can vary by country and per transaction.

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Tree Manager

Simple:
1. What is a Tree Manager ?
A tree defines the summarization rules for a database field. It specifies how the system groups
together the values of the field for purposes of reporting or security access.
For example, the values of the DEPTID field identify individual departments in your
organization. You use the Tree Manager to define the organizational hierarchy that specifies
how each department relates to the others—that Departments 10700 and 10800 report to the
same manager, Department 20200 is part of a different division, and so on. In other words,
you build a tree that mirrors the hierarchy.

Medium:
2. What are the different types of trees?
The Tree Manager enables you to create many kinds of trees for a variety of purposes, but all
trees fall into these major types:
· Detail trees, in which database field values appear as detail values.
· Summary trees, which provide an alternative way to group nodes from an existing
detail tree, without duplicating the entire tree structure.
· Node-oriented trees, in which database field values appear as tree nodes.
· Query access trees, which organize record definitions for PeopleSoft Query security.

3. What is a Node Oriented Tree?

In the types of trees we've discussed so far, the detail values represent data values from a
database field and the tree nodes represent rollup points for detail values. The nodes don't have
any meaning outside the context of the tree. This type of tree is the most common, but it's not
the only kind you can create with the Tree Manager. You can also create node-oriented trees.
In a node-oriented tree, the tree nodes represent the data values from the database field. The
Departmental Security tree in PeopleSoft HRMS is a good example of a node-oriented tree.

4. What is a Category in Tree Manager?

Tree Manager enables you to organize tree structures under high level groupings, called
categories. In the example below, there are two categories named DEFAULT and QUERY.
The QUERY category contains a tree structure named ACCESS_GROUP.

Categories Enable You to Organize Tree Structures .The category must conform to the same
character limitations as the tree name. However, there will be no edit checks to verify the
category existence.

5. What is the Difference between a Level and a Node as applicable to Tree

Manager?

A level is a logical division in the tree hierarchy. Examples include Department, Branch,
Region & Company. You can create as many levels on a tree as required.
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A node is an individual branch representing a sub-category (Positions, Department etc)

under a specific level in a tree.

6. What is the Procedure to Delete a specified Level in Tree Manager?

First , all the nodes under the specific level should be deleted.
Then we can delete the particular level using ‘Clear Option’ from Edit Menu.

7. Can You Add a Sibling for a Root Node?

No. The root node cannot have a sibling. It can only have child nodes under it.

8. How do you Insert a New Node in Tree manager other than the Root Node?

You have to select an already existing node and then specify whether the new node being
added is a sibling or a child node.

9. How will you hide “Details” in a Tree?

Open View and select Node Descriptions to remove the check mark beside it.

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Installation

Medium:

10. Explain the Difference between a Two and a Three Tier Architecture in PeopleSoft?
Application Server

11. Explain Web Based Architecture?

Web Browser
Web Server
Application Server
Database Server
Batch Server

12. What is a Tuxedo? Mention its role in PeopleSoft.

Part of PeopleSoft Application Server.
PeopleSoft uses TUXEDO to manage database transactions.
TUXEDO is a product of BEA Systems.

13. What is a Jolt? Mention its role in PeopleSoft.

Part of PeopleSoft Application Server.
Jolt, is TUXEDO's counterpart, is used to facilitate transaction requests issued from the
Internet.
Jolt is a are product of BEA Systems.
Jolt extends Tuxedo's capabilities to the Internet; it is the communication layer between the
web-based environment and the C++ environments
Jolt is a companion product that must coexist with Tuxedo on the same application server
machine. Jolt is not a standalone product; it can't function without Tuxedo.

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Security

Medium:
1. What are the different security layers of PeopleSoft?
File Server Security, RDBMS Security, PeopleSoft Online Security

2. What is an operator class security ?

Operator classes are used to organize users into groups with common access rights. Users are
linked to classes.

3. What is an operator security ?

An operator definition can be defined with its own set of permissions and restrictions, or it
inherits this information from one or more class definitions to which it is linked.

4. What is the significant use of role users in security ?

Assigning role users in security helps in Workflow routing. Routing of mails, worklists to the
role users can be done.

5. What is object security ?

Object security uses the security profiles created in Security Administrator to restrict access to
individual PeopleSoft database objects.

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Reporting

Medium:
1. What are the various Reporting Tools in PS?
Crystal Reports, nvision, Cognos PowerPlay

2. What is a Runcntrl ID ?
An ID which helps in running a process

3. Explain the difference between a SQR Report and an Nvision Report?

Both are reporting tools. But in SQR data manipulation can be done (i.e. insert, update and
delete records in database) nVision can be used only to query database and generate reports.
SQR is a third party reporting tool whereas nVision is a product of PeopleSoft.

About nVision
PS/nVision retrieves information from your PeopleSoft database and places it into a Microsoft
Excel spreadsheet—not merely as "raw" data but as information in a form that helps you see
the big picture, explore the details, and make decisions.

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SQR

Simple:
1. What are the main sections in SQR
a) Setup (Begin-Setup End-Setup),
b) Header(Begin-Heading End-Heading),
c) Footer (Begin-Footing End-Footing),
d) Program (Begin-Program End-Program, Begin-Procedure End-Procedure)
e) Report (Begin-Report End-Report)
2. Which is the mandatory section for SQR to get compiled
Program section (Begin-Program End-Program)
3. In which sections , the Begin-Select paragraph is allowed
Begin-Program, Begin-Procedure
4. Where in the program should the setup section be placed
It must be placed in the beginning
5. How do you declare a string variable in SQR program
You can either use Declare-variable or directly use it in the expression with “$” prefix.
6. By default are the procedures local or global
Global.
7. Is this expression correct LET #num=$char
Yes. You can mix the operands of different types in expressions used in the Let command
8. In which section can you create an array
Create-Array command is used to create an array in any section of the program.
9. How do you place data in Array elements
Either Let or Put command can be used.
10. How do you retrieve the data from array elements
Use Get command.
11. What are the coding standards you follow?

Medium:

12. In which sections , the Begin-Sql paragraph is allowed

Begin-Setup, Begin-Program and Begin-Procedure
13. Name few commands can be used in setup section
Ask, BEGIN-SQL, Create-Array, Declare-Chart, Declare-Image, Declare-Layout, Declare-
Printer, Declare-Procedure, Declare-Report, Declare-Variable, Load-Lookup, Use
14. In a SQR where would all the show and display commands go.
To the log file.
15. What is the result of MOVE ’20,123.50’ TO #total
20.12350 (Scans until the first non-numeric character and puts the decimal in that position)
16. Let &J.EMPLID = ‘000010084’. Is this command valid, Why?
& before J.EMPLID shows that it is a column variable. Column variables are read only.
You can’t change them or assign them new values.

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17. How do you use error-handling in different database operations in the program
Use on-error=<error procedure name>.
18. Can you use other SQL DDL statements like Create, Drop, Alter , Grant, Revoke.
Yes. You can use it in Begin-SQL End-Sql paragraph.

19. Is this expression correct :-

If #num=$char
Error, you can’t mix numeric and string commands in comparison

20. What is the output of Print ‘ABCDEFG’ (1,1) edit xxx~x~~

It is ABCE (Tilde will skip a character in the output)
21. Can you use on-break with print command
Yes. It can be used in Print commands and Begin-Select commands.

22.
What is the sequence of execution of the procedures On-Emplid-Change, Before-
Emplid-Change, After-Emplid-Change when there is a change in emplid for the
following case?
BEGIN-SELECT
EMPLID ON-BREAK BEFORE=Before-Emplid-Change AFTER=After-Emplid-
Change Procedure=On-Emplid-Change
NAME
END-SELECT
“Procedure=On-Emplid-Change“ can not be combined with After and Before for ON-
BREAK
23. How do you use ASK statement
It prompts the user for values. These values can be placed in substitution variable.
24. What are differences between ASK and INPUT commands
ASK should be always coded in setup section unlike INPUT which is coded in Program
section.
INPUT command is therefore processed at the execution time. Where as ASK is processed
at compile time.
25. How do you re-initialize array elements (i.e. clear the array elements and set then
to its default)
Use the command Clear-Array Name=<array_name>
26. If there are multiple reports in the program, how do you direct the output to
different report depending on the requirements
Make use of USE-REPORT command.
Ex: USE-REPORT report1
PRINT ‘Print this in first report’ (1,1)
USE-REPORT report2
PRINT ‘Print this in second report’ (1,1)

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Complex:

27. How do you make a procedure Get-Dept-Id as local

There are 2 methods.
1. Begin-Procedure Get-Dept-Id Local
2. By using procedure arguments like -> Begin-Procedure Get-Dept-Id($dept_id)
28. How do you access global variables (say $emplid) in local procedures
You can refer to global variable say $emplid in local procedure as $_emplid. (i.e) add an
underscore to the variable name after its special character $, # or &.
Let #i = -1
Let #j= -2
29. Print ‘Error’ (#i, #j) – Is this allowed
No, you must use a plus before variables containing negative number. So it should be
Print ‘Error’ (+#i, +#j)
30. What is the sequence of execution of the procedures On-Emplid-Change, Before-
Emplid-Change, After-Emplid-Change when there is a change in emplid for the
following case?
BEGIN-SELECT
EMPLID ON-BREAK BEFORE=Before-Emplid-Change AFTER=After-Emplid-
Change Procedure=On-Emplid-Change
NAME
END-SELECT
“Procedure=On-Emplid-Change“ can not be combined with After and Before for ON-
BREAK
31. Does SQR support nested #include statements. (i.e) One include file having
#include statement referencing another include file. If so, how many nested levels
does it support.
Yes. It supports upto four levels of nesting.
32. In SQL query, how do you use dynamic where clause
You should enclose it in square brackets. Like [$dynamic_query]
33. How do you change the size of Array in run time
In SQR, you cannot dynamically change the size of the array, as the arrays are processed at
the compile time.

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