WorkStrategy will highlight the benefits of upgrading to PeopleSoft HCM 9.2/8.54 including the new Fluid User Interface (mobile), Activity Guides (e.g. Benefits Life Events), Pivot Grids/Analytics, Paycheck Modeler, Talent Management Integrations, Dashboards, Workcenters, and other productivity tools. Presenters will also review steps for configuring new administrative tools including Pivot Grids/Analytics, Dashboard Quick Links, HR Notifications, and Secure Enterprise Search (SES). The new PeopleSoft Fluid UI provides an intuitive and responsive user interface that provides native-application interactivity across a range of mobile operating systems and devices. PeopleSoft Fluid UI delivers two out-of-the box homepages (Employee Self Service and Manager Self Service) that provide employees, managers and executives with a familiar native user experience that helps maximize productivity and effectiveness. Objectives: · Understand how to leverage new 9.2 functional enhancements · Review PeopleSoft Fluid User Interface enabled HCM transactions · Learn configuration tips and tricks for new administrative tools · Discuss upgrade planning and best practices

1. Copyright © 2015 WorkStrategy, Inc. All rights reserved.
PeopleSoft 9.2 HCM
Features and Functions
Overview Including Fluid Mobile
Brian McIntyre, President
WorkStrategy, Inc.

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WorkStrategy Webinar Wednesdays
Upcoming Webinars
• April 01 PeopleSoft 9.2 Recruiting Solutions (TAM/CG)
• April 08 PeopleSoft 9.2 Enterprise Learning Management (ELM)
• April 29 Upgrading to PeopleSoft HCM 9.2 and PUM Overview
Upcoming Conferences
• Mar 25 Oracle HCM World (Wash D.C.)
• April 12 Collaborate (Vegas) Booth #742
• June 8 OHUG Global Conference (Vegas)
• July 21 PeopleSoft RECONNECT (Chicago, IL)
• Oct 25 Oracle OpenWorld (San Fran, CA)

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WorkStrategy Profile
• HR Technology Firm Based in Columbia, Maryland
• Staff of HR Practitioners and Oracle / PeopleSoft HCM Specialists
• Oracle Gold Level Implementation Partner
• eComp Manager Desktop Co-Development Partner
• PeopleSoft and Talent Management Specialists
• Talent Profiles, ePerformance, eComp, Recruiting, and Succession
• 9.2 Upgrade Planning and Lab Services
• Oracle HCM Cloud (Fusion Talent/Comp, Taleo)
• Integrated PeopleTools Bolt-ons

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Session Agenda
• PS 9.2 HCM Upgrade Planning
• PeopleTools 8.54
• Functional Enhancements Overview
• Quick “How To” Configuration Tips
o Secure Enterprise Search (SES)
o Pivot Grid / Analytic
o HR Notification
o Quick Links
• Open Q & A

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Get Help with Upgrade Roadmap
• Complete Pre-Upgrade Analysis
o Modules owned/to be upgraded
o Customization summary
• Receive a 9.2 upgrade roadmap
within 1 week
• WorkStrategy will provide
planning details
• Host additional “tailored” demos
• Highlight Cost/Benefit of Fixed Fee
“Lab” Upgrade

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Upgrade Project Approach
Project Phases for this engagement are:
• Upgrade FastTracks – full suite or per module
• PeopleSoft 9.2 Talent Management Analysis
• Project Planning and 9.2 Training
• Phase 1 – PeopleSoft 9.2 Upgrade Analysis
• Phase 2 – PeopleSoft 9.2 Upgrade Lab or Onsite Technical Support
• Phase 3 – Customization Reapplication
• Phase 4 – PeopleSoft 9.2 Acceptance Testing Support
• Phase 5 – PeopleSoft 9.2 Move to Production
New

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How Long Should It Take?
• How Many Customizations
• Your Current Release (9.0/9.1 to 9.2)
• Available Project Team Resources
• Lab vs. Internal Support
• Add-on Modules
o ePerformance, TAM/CG, eComp,
Profiles/SP/CP, ELM, MSS
o Bolt-ons
• Integrations
o SQRs, Queries, AEs, EIPs (system
to system), 3rd Party
• Payroll and G/L Parallel Cycles
• Amount of New Functionality !

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Application and PeopleTools Dependencies

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Top Reasons to Go to 9.2
• Improved User Interface
• Manager Self Service Improvements
o Manager Dashboard
o Talent Summary
o Direct Reports Interface
o Integrated Dashboards and Activity Guides
• Analytics/Pivot Grids
o Configurable
o Over 20 new embedded analytics
o Core HR, Benefits, Talent Apps
• Global Search
o Data and Transaction Navigation
• Improved Overall Performance

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9.2 HCM Enhancements
• Intuitive User Interface
• Manager Dashboards and Talent Summary
• Workcenters
• Related Content and Related Actions
• Org Viewer
• PeopleSoft Secure Enterprise Search (SES)
• Embedded Help
• Paycheck Modeler
• Pivot Grids/Analytics
• Smart HR Template
• HR Notifications
• Life Events
• PeopleSoft Update Manager (PUM)
• New PeopleSoft Online Help Solution
• Personalizing Toolbars

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Fluid Mobile
9.2 Image 009 PeopleTools 8.54

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Fluid Mobile User Interface (Image 009/8.54)

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ePerformance – Managers

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ePerformance – Employee

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ePerformance – Managers

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Fluid Managers – My Team

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ePerformance – Managers

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Secure Enterprise Search (SES)

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• Provides an alternate navigation that bypasses the menu navigation
• Global Search Bar appears in the header so it’s available throughout the system
SES Search

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Search by Employee

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Search Groups

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Search Results and Related Actions
Related Actions

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Keyword Searches (e.g. Benefits)
Grid Format

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SES Search to Health Benefits

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Advanced Search

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“Facet” or Group Search
Search within a specific module
using Facets

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SES “Last Search” Results
After navigating to another page, use Last Search Results to display the previous search

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New 8.53/8.54 PeopleTools
Features and Functionality

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User Interface for 9.2/8.53

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Tangerine Theme

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8.54 UI

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Org Chart Viewer – Direct Line Reports

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Org Chart Viewer (List View)

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Org Chart Viewer (Profile View)

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Related Actions from Profile

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9.2 Manager Dashboard

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9.2 Manager Dashboard

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Selected “My Organization”

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9.2 Talent Summary

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9.2 Workcenters and Activity Guides (ePerformance)
Re-Designed
Activity Guide

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9.2 Recruiter Homepage

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9.2 TAM Job Opening (Related Actions)

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Recruiting - Manage Job Opening (Related Content)
Related Content can be
displayed and “re-sized”
as necessary

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Recruiting - Candidate Gateway (Train Stops)

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Paycheck Modeler (Train Stop Navigation)

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Embedded Help

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MSS Request Ad Hoc Salary Change

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Setting Up Pivot Grids/Analytics

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Pivot Grids (Core HR Headcount Analytics)

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Adding a Pivot Grid via Wizard
Add a New Pivot Grid to
Workforce Admin Quick Analytics Folder

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Define the Data Source
• Create a new Query to use as the data source or identify an existing Query

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Define the Pivot Grid/Analytic
• Navigate to the Pivot Grid Wizard and Add a New Value
• Enter the name of the new Pivot Grid/Analytic
• Click the Add button

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Step 1 – Specify Pivot Grid Properties
• Enter the Pivot Grid Title and Description
• Click the Next button to continue to the next step

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Step 2 – Select Data Source
• Select the Query that was
previously defined
• Review the fields to be
included in the analytic
• Click the Next button to
continue to the next step

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Step 3 – Specify Data Model Values
• Enter Column Labels to
override the default labels
• Select the Column Type
and Aggregate function
• Click the Next button to
continue to the next step
Column Types:
Axis
Display
Value
Aggregate:
Average
Count
Maximum
Minimum
Sum

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Step 4 – Specify Data Model Options
• Define the layout of the grid and chart and additional options for display
• Click the Next button to continue to the next step

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Step 5 – Pivot Grid Display
• Review the pivot grid / return to previous steps to make changes
• Click the graph icons on the bottom to view the data in other types of charts

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Publish the Pivot Grid as a Pagelet
• Click the Publish As Pagelet hyperlink
• Enter the Pagelet Title and specify the Pagelet Type and Security and click Publish

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Access the Pagelet in the Portal
• Navigate to the Portal and Edit on the Pagelet that was just published

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Move the Pagelet on the Menu
• Click “Select New Parent Folder”

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Select the Parent Folder
• Click the Menu link that will be the new
parent folder
• Save the change

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Analytic Now Available

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View the New Analytic
• Navigate to the new analytic

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eBenefits - Life Event Selection page

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eBenefits – Life Event Welcome page
• Activity Guides – Includes business process steps from multiple applications

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• Add or delete types
• Set notification requirements
• Assign BAS action (Event Class) from Benefits Administration
Life Event Types

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Health Plan Enrollment Statistics
• Pagelet Displays Medical Plan Enrollments by Benefit Plan for Administrators
• Health Enrollment Details link shows query results and may download to Excel

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ePerformance

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ePerformance Design (Long View)
Re-Designed
Activity Guide
Goals
Competencies/Resp

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“Overview” of Steps Can Be Provided

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ePerformance Design (Tabs)

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Rate Employee Competency and View Emp Comments

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ePerformance Design (Long View)
Re-Designed
Activity Guide
Goals
Competencies/Resp

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“Overview” of Steps Can Be Provided

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ePerformance Design (Tabs)

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Rate Employee Competency and View Emp Comments

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Competencies Tab (Collapsed View)

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Overall Results Tab (Writing Tools and Spell Check)

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Competencies Rating Scale (Employee View)

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Setting Up Quick Links
(Navigation Collections)

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Adding Quick Links to Dashboards (Navigation Collections)
PeopleTools > Portal > Portal Utilities > Navigation Collections
• Search for the “Mgr Self Service Quick Links”
• Click the Edit hyperlink next to Mgr Self Service Quick Links
• Click the Add Link button
• Click the prompt icon for Menu Item
• Navigate to the Page and Transaction you wish to add
• Select the “Replace Window” checkbox
• Search for and select the Override Image or Icon
• Enter the displayed Link Name in the Override Label
• Click the OK button
• And “Save”

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Quick Links – Insert “Team Profiles” Link
Insert Link Here

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Select Add Link Button

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Add Link Details
Select Page
Add Icon Image

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New Link Appears, Select to Access Page

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PeopleSoft HCM 9.2 Upgrade – Next Steps
Review 9.2 functionality (PeopleBooks, YouTube videos, Demo database)
Participate in 9.2 HCM Webcasts
PeopleTools 8.54 Planning and SES Installation
Review WorkStrategy Sample 9.2 Upgrade MS Project Plan
Define which functions improve productivity and lower TCO
Involve your internal domain SMEs early
What are your competing project and business priorities?
Review HCM 9.2 functionality + Feature Packs!!!!
Brian J McIntyre
President
brian.mcintyre@workstrategy.com
410.707.3760 cell
Amber Drenner
Marketing
amber.drenner@workstrategy.com
410.715.1020 x112
Brian J McIntyre
President
brian.mcintyre@workstrategy.com
410.707.3760 cell
Amber Drenner
Marketing
amber.drenner@workstrategy.com
410.715.1020 x112