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
410.707.3760 cell
Amber Drenner
Marketing
410.715.1020 x112
Brian J McIntyre
President
410.707.3760 cell
Amber Drenner
Marketing
410.715.1020 x112