Copyright © 2015 WorkStrategy, Inc. All rights reserved.

PeopleSoft 9.2 HCM

Features and Functions

Overview Including Fluid MobileBrian 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