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Policy and Procedures Documents

This list contains documents describing or linking to polices affecting the general PeopleSoft user. For example, what software is required to be on your workstation, how workstations are ordered, transferred or returned, what kind of software is forbidden on your workstation, steps required to protect the security of your workstation, the network and PeopleSoft assets and similar issues. It does not contain internal policies specific to individual departments or infrequent circumstances.

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Expenses, Orders, Purchases and Requisitions

Facilities and Services Requests

Conference and Meeting Room Procedures and Information

Services, Security and Access

Human Resources  - see the HR web site for general information on submitting time reports, taking time off, payroll, direct deposit etc.

Policies and Guidelines - Employee handbooks, Internal dispute resolution
Performance Management - Reviews and ratings process
US HR Policies on Equal Employment Opportunities and Affirmative Action
17048 — How to view or update your personal (HR) information

Information Technology - hardware, software, network policies and standards

E-mail policies and procedure
Internet Access and Use Policies and Procedures
Network Access policies and procedure
Backup Policies
Asset Transfer Policy

Computer and peripheral return process

Training Policies and PeopleSoft University (PSU) Business Rules (cancellation, incomplete and no-show policies included)

Travel information and policies

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2004 All rights reserved.
Created: db 08/08/2003
Revised: kcw 09/18 /2004
Reviewed: db 09/20/2004

Expenses, Orders, Purchases and Requisitions

1. Purchasing Overview - includes links to Purchasing policies. covers Business Cards & Stationery, Copy Services, Fax Machines, Home Office Equipment, InFocus Projectors, Laptops/Desktops (Northstar) - N. America, Office Supplies, Printers, Contingent Workers, and Preferred Consultants .   (link checked 9/20/2004) 

2. Expense reporting process   (link checked 9/20/2004) 

3. eProcurement FAQs - for PeopleSoft employees to requisition goods and materials that are not available through NorthStar, including servers.

4. Corporate Travel Information, Expense Card Account Information and Travel Policy   (links checked 9/20/2004) 

5. Invoicing requirements   (link checked 9/20/2004) 

6. Time and Expense

7. Ordering Supplies and Equipment

• Cell phone
• 75020 — How to order software
• 75029 — How to order kitchen supplies
• 75034 — How to order office furniture - Corporate headquarters
• 75006 — How to order office furniture - Contact Office Manager
• 75047 — How to order a PeopleSoft computer backpack
• 75008 — How to order discount books from Barnes & Noble.com
• 75091 — How to order a port replicator bar or external CD-ROM player for the Portege 3110
• 73004 — How to order a nameplate
• 75097 — How to order a computer lock
• 75098 — How to obtain a network cord or dongle
• 75070 — How to order equipment using the Employee Purchase Program
• 75049 — How to order business cards
• 75063 — How to order office supplies
• 79002 — General guidelines for ordering computer hardware and peripherals. - stock items ordered through NorthStar, including new hire setups. 

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Facilities, Services, Security and Access

1. 75024 — How to find the location of another PeopleSoft office - Offices Worldwide site

2. 75040 — PeopleSoft Passports/Access keys

3. 75058 — How to contact 4HELP (formerly, Facilities Service Desk)

4. PeopleStore online   (link checked 9/20/2004) 

5. PeopleSoft Shuttle schedule (Pleasanton)   (link checked 9/20/2004) 

6. 75068 — Diablo Cafe menu at PeopleSoft Headquarters

7. 75096 — How to request an ergonomic evaluation

8. 75092 — Lost office key/Locked out of office

9. 95003 — Pleasanton Data Center Access New!!

10. PeopleSoft Northern California Facilities Services   (link checked 9/20/2004) 

11. Furniture standards   (link checked 9/20/2004) 

12. PeopleSoft Environment and recycling   (link checked 9/20/2004) 

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Facilities and Services Requests

1. 73002 — How to request B port activation

2. 75022 — Who to contact to fix a broken office fixture

3. 75023 — Who to contact for air conditioning/heating during off-hours

4. 75026 — Who to contact to hang a bulletin or white board in your office

5. 75027 — Who to contact to get a mailbox

6. 75028 — Who to contact for air conditioning/heating adjustments

7. 75100 — Facilities/Offices - No information available

8. 75041 — How to get a computer padlock unlocked

9. 75100 — Facilities/Offices - No information available

10. 75092 — Lost office key/Locked out of office

11. 75095 — Access card key doesn't work

12. 75102 — ATM Machines at Pleasanton sites

13. 75104 — Facilities-organized move tips

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Conference and Meeting Room Procedures and Information

• 75019 — How to find the location of a conference room at corporate headquarters

• 75002 — How to reserve a conference or demo room

• 75066 — How to reserve a conference room using Lotus Notes calendaring

• 75094 — How to reserve an InFocus (overhead) projector

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Information Technology

Information Technology (I.T.) is the internal support organization which is responsible for planning, designing, building, implementing and maintaining the technology which constitutes the information/ communications systems for PeopleSoft.

1. How to contact Technical Support Operations (TSO)

2. 75080 — How to contact the Global Support Center

3. 90008 — Software on PeopleSoft Builds

4. 90010 — Discontinued PeopleSoft Build Profiles

5. 75004 — PeopleSoft computer hardware standards

6. 75077 — How to report a stolen laptop

7. 39074 — Computer Equipment Asset Transfers transferring a computer from one employee to another.

8. How to request a name change for various applications at PeopleSoft

9. Password changes and resets FAQs

10. 90005 — E-mail Policies and Procedures

11. 90004 — Network Access Policies and Procedures

12. 90007 — Cell phones and pagers

13. 95002 — Symantec AntiVirus exceptions

14. 19047 — Removing Kazaa and WinMX to comply with security policies

15. 99001 — Information Technology Policy Overview requirements for creating and publishing IT Policy documents.

16. Information Technology Policies and Standards page for internal use of Information Technology. This is the place to go for the most current versions of IT Policies and Standards.   (link checked 9/20/2004) 

• Policies

• Information Systems Acceptable Use Policy - describes the acceptable use of information system resources at PeopleSoft, including computer equipment, voice networks, software, operating systems, storage media, network accounts providing electronic mail, internet browsing, and File Transfer Protocol (FTP).   (link checked 9/20/2004) 
  
  Covers: cell phone, chat rooms/newsgroups, Internet use, instant messaging (IM), personal use, account & password confidentiality, exporting software and information, fraud, harassment, intellectual property, unauthorized copying or sharing of copyrighted material, distribution, disclosure or use of PeopleSoft software, malicious code or viruses, network monitoring, network scanning, non-company hardware, prohibited content, release of confidential data or proprietary information, security breaches, theft of voice services, use of e-mail system and PeopleSoft addresses.

• E-mail Retention, Quota and Restore policy. Time limits for retaining email, quota on total storage space for e-mail, permanence of deletions of e-mail.   (link checked 9/20/2004) 

• Corporate Remote Access Policy   Ranks the appropriate method of connectivity (VPN, RAS, IPASS) based on the type of user and connectivity conditions.  In general, VPN, is the preferred means of remote access to the PeopleSoft network. Also includes approvals and expensing policies for VPN and other connection costs.   (link checked 9/20/2004) 

• Access Control Policy (Security ) - Use and security of User ID's and passwords, creation of new accounts, creation of generic accounts, password requirements, direct log-in requirements, workstation automatic locking requirements, requirements for securing laptops to immovable object, reporting lost or stolen laptops or tokens, creation of network shares, connection to PeopleSoft network by non-PeopleSoft hardware, connection of PeopleSoft hardware to non-PeopleSoft networks.   (link checked 9/20/2004) 

• Standards

• Workstation Security Standards - Required file system and user data storage, services which must be disabled: Internet connection sharing, telnet, NetMeeting Remote Desktop Sharing, and Internet Information Services (should not be installed on workstations), wireless, disabling guest accounts, limitation of local accounts, installation of software, critical security software requirements, hot fixes and virus protection updates, file sharing,permissions, remote desktop access, user account security.   (link checked 9/20/2004) 

• Distributed Computer Standards - Covers the hardware and software profiles generally issued.  Does not cover development, testing and similar specialty areas.   (link checked 9/20/2004) 

• VPN Security Standards  - tunneling restrictions, current software, patches, virus protection requirements, automatic inactivation for inactivity, approved clients, connection with non-PeopleSoft machines.   (link checked 9/20/2004) 

• IT Infrastructure Standards - those technologies that are explicitly supported by PeopleSoft IT. Technologies that do not appear on this list should be viewed as being unsupported.   (link checked 9/20/2004) 

• IT Employee Training Standards - curriculum tracks for all major job roles within all the major job families/functional areas of IT.   (link checked 9/20/2004) 

• Procedures

• The Enterprise Change Management (ECM) process for reviewing and approving all proposed changes to the IT Infrastructure. If you are making changes beyond adding data, e.g. patches, upgrades, fixes, new implementations, even retirement or removal, follow the procedures for change management.   (link checked 9/20/2004) 

• The Enterprise Support Process (ESP) for managing enterprise support for all production systems, within IT. Any software, hardware or other support requests must go through this processes.   (link checked 9/20/2004) 

• The ISO Compliance process provides a framework for establishing and reviewing measurable quality objectives and reviewing the continuing suitability and effectiveness of this policy and system.   (link checked 9/20/2004) 

• Sundial is a flexible beginning-to-end technology project delivery model. The methodology enables IT to consistently deliver high quality projects to our customers.   (link checked 9/20/2004) 
  

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Human Resources, Employee Information and Services

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