PeopleSoft WorkCenters: Meeting User Demands For Simple Intuitive Business Applications

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
PeopleSoft WorkCenters: Meeting User Demands For
Simple Intuitive Business Applications
Alice Zhang, July 24th, 2014

Agenda
Introductions & Save the Date
Work Centers Overview
Explore the Value of Work Centers
Work Centers for Functional Users
Lessons Learned
Q&A
2

Introductions

Introduction: About The Presenter
Alice Zhang | PeopleSoft HCM Business Analyst
Alice.Zhang@emtecinc.com
– HCM 9.2 Implementation Experience
– Workforce Administration
– Payroll
– BenAdmin
– ePerformance
– Smart HR
– Supported PeopleSoft Position Management Implementation
– HCM Cloud Implementation Support
– Taleo Implementation Support
4

Introduction: About Emtec
Emtec… ‘ Big enough to do the work, small enough to care’
100+
PeopleSoft
Upgrades
75+
PeopleSoft-
focused
Resources
90%+
PeopleSoft
Certified
Oracle
Specialized
Financials
HCM
PeopleTools
Offshore
Center of
Excellence
Platinum
Partner
In-House
Infrastructure
Team
PeopleSoft
LAB
In Chicago
10+
Average Years
of Functional
Experience
EMTEC
• Serving clients for nearly 50 years
• 12 locations, including 6 development centers
• Over 500 full-time professionals
• Voted One of the Top 100 Places to Work by
Crain’s Chicago in 2012
• Emtec has completed more than 1,100 ERP,
CRM & EPM engagements, including:
- 400+ Oracle clients with more than 700
engagements
- 200+ PeopleSoft clients and over 300
engagements
5

Save the Date: Collaborate15
6
Join more than 500 other
PeopleSoft users at
April 12-16, 2015
Mandalay Bay- Las Vegas, NV
• KeyNote from Paco Aubrejuan
(PeopleSoft Vice President)
• Breaking News Around PeopleSoft’s
Roadmap and Strategy
• Education Around PeopleSoft with Edge
Products, macro-level content and high-
level strategy
• More then 230 Solution Providers across
several Oracle Products
QuestDirect.org/COLLABORATE

WorkCenter Overview

WorkCenter Overview
8

WorkCenter Requirements
•PeopleTools 8.52
–Work Centers were purely configuration based in HCM
9.1/PeopleTools 8.52
•Introduction of homepage pagelets
–Further developed in HCM 9.2/ PeopleTools 8.53
•Prebuilt WorkCenters
•Better design for homepage and dashboards
•Pre-configured by user roles
•Activity Guides, Breadcrumbs
9

Differences: Work Centers, Dashboards, and
Interaction Hub
•Purpose
–Interaction Hub aggregates content from multiple applications
–WorkCentersDashboards are for specific user roles within an
application
•Dashboards can display pivot grids (good for high level view for managers)
•WorkCenters consolidate tasks to one page
•Licensing
–Work Centers and Dashboards are a part of PeopleTools
–Interaction Hub (previously PS Application Portal) is a separate
product
10

Explore the Value of Work Centers

Overall Benefits
•One location
–Consolidated delivery of actionable info
–Less navigation, fewer open windows
•Interruption mitigation
–All PeopleSoft work saved on one page
–Less work lost upon interruption of a task
–Increased efficiency in switching tasks
•Within and outside of PeopleSoft
•Complete picture view
–View transactions throughout entire process
12

What Roles Benefit from a WorkCenter?
•PeopleSoft to deliver the following HCM WorkCenters
–Time and Labor WorkCenter
–ePerformance WorkCenter
•Roles that manage data and transactions
–Exception processing
–Focus on daily tasks
•Roles that require multiple windows open
13

WorkCenters for Functional Users

Business Processes & Testing
•To design a WorkCenter the following must be clearly
understood:
–True business process requirements
–Exception processes
–Reporting requirements
–Up and down stream requirements/impacts
–Security requirements
•Testing must include positive and negative scenarios as
well as exception processing
15

WorkCenter Personalization
•Users can personalize their WorkCenters
–Users can create their own Work Centers using delivered or custom
templates
•Personalization includes
–Setting pagelets to be minimized or open when entering the
workcenter
–Setting the display order
–Ability to reset to PeopleSoft defaults
16

Time and Labor Work-Center
17

Lessons Learned

Lessons Learned
•Planning is Vital
•Focus on Core Business Processes
•User Personalization Increases Value
19

See You at Collaborate15!
For more Information on PeopleSoft WorkCenters
Contact Us / Visit Our Website
Social Media- Follow Us!
Facebook / Twitter / LinkedIn / YouTube / Slideshare
20

Q&A

Questions?
22

PeopleSoft WorkCenters: Meeting User Demands For Simple Intuitive Business Applications

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