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PeopleSoft 9.2 HCM Features and Functions Including Fluid Mobile

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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

Publicada em: Tecnologia
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PeopleSoft 9.2 HCM Features and Functions Including Fluid Mobile

  1. 1. Copyright © 2015 WorkStrategy, Inc. All rights reserved. PeopleSoft 9.2 HCM Features and Functions Overview Including Fluid Mobile Brian McIntyre, President WorkStrategy, Inc.
  2. 2. 2 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)
  3. 3. 3 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
  4. 4. 4 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
  5. 5. 5 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
  6. 6. 6 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
  7. 7. 7 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 !
  8. 8. 8 Application and PeopleTools Dependencies
  9. 9. 9 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
  10. 10. 10 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
  11. 11. 11 Fluid Mobile 9.2 Image 009 PeopleTools 8.54
  12. 12. 12 Fluid Mobile User Interface (Image 009/8.54)
  13. 13. 13 ePerformance – Managers
  14. 14. 14 ePerformance – Employee
  15. 15. 15 ePerformance – Managers
  16. 16. 16 Fluid Managers – My Team
  17. 17. 17 ePerformance – Managers
  18. 18. 18 Secure Enterprise Search (SES)
  19. 19. 19 • 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
  20. 20. 20 Search by Employee
  21. 21. 21 Search Groups
  22. 22. 22 Search Results and Related Actions Related Actions
  23. 23. 23 Keyword Searches (e.g. Benefits) Grid Format
  24. 24. 24 SES Search to Health Benefits
  25. 25. 25 Advanced Search
  26. 26. 26 “Facet” or Group Search Search within a specific module using Facets
  27. 27. 27 SES “Last Search” Results After navigating to another page, use Last Search Results to display the previous search
  28. 28. 28 New 8.53/8.54 PeopleTools Features and Functionality
  29. 29. 29 User Interface for 9.2/8.53
  30. 30. 30 Tangerine Theme
  31. 31. 31 8.54 UI
  32. 32. 32
  33. 33. 33
  34. 34. 34
  35. 35. 35 Org Chart Viewer – Direct Line Reports
  36. 36. 36 Org Chart Viewer (List View)
  37. 37. 37 Org Chart Viewer (Profile View)
  38. 38. 38 Related Actions from Profile
  39. 39. 39 9.2 Manager Dashboard
  40. 40. 40 9.2 Manager Dashboard
  41. 41. 41 Selected “My Organization”
  42. 42. 42 9.2 Talent Summary
  43. 43. 43 9.2 Workcenters and Activity Guides (ePerformance) Re-Designed Activity Guide
  44. 44. 44 9.2 Recruiter Homepage
  45. 45. 45 9.2 TAM Job Opening (Related Actions)
  46. 46. 46 Recruiting - Manage Job Opening (Related Content) Related Content can be displayed and “re-sized” as necessary
  47. 47. 47 Recruiting - Candidate Gateway (Train Stops)
  48. 48. 48 Paycheck Modeler (Train Stop Navigation)
  49. 49. 49 Embedded Help
  50. 50. 50 MSS Request Ad Hoc Salary Change
  51. 51. 51 Setting Up Pivot Grids/Analytics
  52. 52. 52 Pivot Grids (Core HR Headcount Analytics)
  53. 53. 53 Adding a Pivot Grid via Wizard Add a New Pivot Grid to Workforce Admin Quick Analytics Folder
  54. 54. 54 Define the Data Source • Create a new Query to use as the data source or identify an existing Query
  55. 55. 55 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
  56. 56. 56 Step 1 – Specify Pivot Grid Properties • Enter the Pivot Grid Title and Description • Click the Next button to continue to the next step
  57. 57. 57 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
  58. 58. 58 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
  59. 59. 59 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
  60. 60. 60 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
  61. 61. 61 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
  62. 62. 62 Access the Pagelet in the Portal • Navigate to the Portal and Edit on the Pagelet that was just published
  63. 63. 63 Move the Pagelet on the Menu • Click “Select New Parent Folder”
  64. 64. 64 Select the Parent Folder • Click the Menu link that will be the new parent folder • Save the change
  65. 65. 65 Analytic Now Available
  66. 66. 66 View the New Analytic • Navigate to the new analytic
  67. 67. 67 eBenefits - Life Event Selection page
  68. 68. 68 eBenefits – Life Event Welcome page • Activity Guides – Includes business process steps from multiple applications
  69. 69. 69 • Add or delete types • Set notification requirements • Assign BAS action (Event Class) from Benefits Administration Life Event Types
  70. 70. 70 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
  71. 71. 71 ePerformance
  72. 72. 72 ePerformance Design (Long View) Re-Designed Activity Guide Goals Competencies/Resp
  73. 73. 73 “Overview” of Steps Can Be Provided
  74. 74. 74 ePerformance Design (Tabs)
  75. 75. 75 Rate Employee Competency and View Emp Comments
  76. 76. 76 ePerformance Design (Long View) Re-Designed Activity Guide Goals Competencies/Resp
  77. 77. 77 “Overview” of Steps Can Be Provided
  78. 78. 78 ePerformance Design (Tabs)
  79. 79. 79 Rate Employee Competency and View Emp Comments
  80. 80. 80 Competencies Tab (Collapsed View)
  81. 81. 81 Overall Results Tab (Writing Tools and Spell Check)
  82. 82. 82 Competencies Rating Scale (Employee View)
  83. 83. 83 Setting Up Quick Links (Navigation Collections)
  84. 84. 84 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”
  85. 85. 85 Quick Links – Insert “Team Profiles” Link Insert Link Here
  86. 86. 86 Select Add Link Button
  87. 87. 87 Add Link Details Select Page Add Icon Image
  88. 88. 88 New Link Appears, Select to Access Page
  89. 89. 89 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

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