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News and information to ensure your investment in PeopleSoft continues to power your organization to success.

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PeopleSoft Innovators Adopt Oracle Cloud Infrastructure, Oracle Digital Assistant, New Products, and New Features

PeopleSoft customers continue to innovate at a faster pace than ever before.  At Oracle OpenWorld today, PeopleSoft announced the newest PeopleSoft Innovators.  These customers represent the real end user and business value that you can achieve with PeopleSoft, across many dimensions: using Oracle Cloud Infrastructure or Oracle Digital Assistant, implementing new products, deploying new features with Selective Adoption, eliminating invasive customizations, building test automation suites, and much more. The September 2019 PeopleSoft Innovators: The Catholic University of America, in conjunction with their partner Presence of IT, modernized their student experience by deploying delivered Fluid features, converting custom pages from Classic to Fluid, and enabling custom branding, resulting in a significant decrease in tickets logged by students and positive feedback from the helpdesk team. Chaucer Underwriting Services, Ltd., in conjunction with their partner Astute Business Solutions, moved their existing PeopleSoft Financials system to Oracle Cloud Infrastructure, to align with their cloud-first policy and to prepare for a strategic initiative to upgrade and modernize their PeopleSoft system with a Fluid user interface deployment, including approvals, expenses, and more. Clackamas County, Oregon used Selective Adoption, the Data Migration Workbench, and Related Content to deploy PeopleSoft HCM Manager Self Service through the My Team tile, the new Announcement tile, and Workforce Insights, resulting in a more rapid rollout of new features, enthusiastic feedback from managers, and a more effective user experience. Community Health Network, in conjunction with their partner MIPRO Consulting, implemented a repeatable Selective Adoption strategy that included adoption of the new lease accounting standards and Lease Administration, enabling their organization to get current at a frequency that meets their needs while monitoring update images for new features that will have a positive impact. Covanta, in conjunction with their partners MIPRO Consulting and Cognizant Technology Solutions, transitioned to running their PeopleSoft applications in Oracle Cloud Infrastructure, allowing them to be more responsive to PeopleSoft project needs, waste less time waiting for environments, and shut-down environments that are no longer needed, and most importantly, focus on their core mission of preserving natural resources and generating clean energy. East Kentucky Power Cooperative enhanced productivity by updating their PeopleSoft update images and PeopleTools versions, including the deployment of the Fluid user interface including approvals, the Supplier Portal, HCM Guided Self Service, Person Profile, Candidate Gateway for Recruiting, Home Pages, Navigation Collections, Elasticsearch, Pivot Grids and analytics, and used Page and Field Configurator and Event Mapping to eliminate customizations. Endeavour Foundation, in conjunction with their partner Presence of IT, moved all PeopleSoft production and non-production workloads to Oracle Cloud Infrastructure in just 16 weeks with minimal staff, resulting in 20% cost savings. First Financial Northwest Bank, in conjunction with their partner SpearMC, completed a brand new implementation of PeopleSoft Financials and Asset Management in Oracle Cloud Infrastructure in 4 months, with a commitment to using the latest functional capabilities out of the box to avoid customization, recognizing immediate business process improvements and utilizing native capabilities for scalable computing, storage, and disaster recovery. Gallaudet University, in conjunction with their partner Astute Business Solutions, moved PeopleSoft HCM, ERP and Campus Solutions to Oracle Cloud Infrastructure, while streamlining batch reporting performance, using Oracle Management Cloud for advanced systems and application monitoring, using PeopleSoft Cloud Manager to simplify the lifecycle management of all PeopleSoft environments, and projecting a total savings of $.5M across all applications. Hackensack Meridian Health made a strategic decision to implement PeopleSoft eProcurement, providing the Fluid requisitioning experience integrated with an Amazon MarketPlace punch out, providing a familiar, streamlined, modern buying experience that increased productivity while decreasing costs.  In addition, Hackensack Meridian Health, in conjunction with their partner SpearMC, deployed PeopleSoft Expenses, replacing a legacy solution with mobile, responsive Fluid capabilities for travel authorizations, expense reports, and approvals, with Twilio integration to easily text receipts into the wallet, and easy configuration with Event Mapping to accommodate unique processing requirements. Honeywell, in conjunction with their partner IntraSee, used Oracle Digital Assistant to create conversational interfaces with PeopleSoft HCM for a wide range of capabilities, including Employee Self Service, Manager Self Service, HR Support integrated with a third party provider, HR Policies for easy answers to common questions, and integration to Microsoft Teams, while reducing operating costs by automating common tasks. King County, Washington implemented a Selective Adoption ‘Release Set strategy’ that establishes a customization inventory, identifies the cost of customization maintenance, and reduces that cost by retiring low value customizations, using tools like Event Mapping, and prioritizing the rollout of delivered functionality like Fluid Company Directory, Employee Self Service, Manager Self Service, and Life Events; in addition to using Oracle Cloud Infrastructure for disaster recovery and business continuity. Lockton Companies, in conjunction with their partner Astute Business Solutions, automated functional regression testing for PeopleSoft HCM and ERP with PeopleSoft Test Framework, streamlining their test maintenance with PeopleSoft Update Manager, and reducing the time and effort for application updates and Tools upgrades by 70%. Oceaneering, in conjunction with their partner MIPRO Consulting, implemented PeopleSoft’s Lease Administration solution for the new ASC 842 Accounting rules, improving automation and visibility into impacted accounting entries, right of use asset and operating lease account balances, and enabling compliance with reporting and disclosure requirements. Orlando Health, in conjunction with their partner IntraSee, rapidly deployed a hybrid architecture (on-premise and Oracle Cloud Infrastructure) solution to provide guided, processes for managers to complete critical PeopleSoft HCM position requests using the Fluid user interface, improving the user experience, automating manual processes, improving visibility, and saving time and money with lower support and training costs. Port of Seattle, in conjunction with their partner SmartERP, deployed a comprehensive Fluid navigation paradigm, using Home Pages, Tiles, Navigation Collections to harmonize access across Fluid pages, Classic pages, and custom reports and interfaces, deploying Work Centers, the Financial Audit Framework, Elasticsearch, and using Page and Field Configurator to convert invasive customizations into configurations without impacting the end user experience. Reed Smith, LLP, in conjunction with their partner Velocity Technology Solutions, deployed PeopleSoft HCM’s Fluid capabilities to HR administrators to process transactions on behalf of their attorneys, partners, and staff, along with other Fluid capabilities for recruiting, compensation, performance, and deploying Classic Plus to harmonize the user experience. Southcoast Health, in conjunction with their partner Velocity Technology Solutions, moved all PeopleSoft HCM and ERP environments to Oracle Cloud Infrastructure in 2 months, addressing infrastructure gaps, improving security, performance, application efficiency, service levels and response times all combining to yield cost savings and improved agility.  In addition, Southcoast Health, in conjunction with their partner New York Technology Partners, deployed the Fluid user interface for managers and employees, retired customizations in favor of delivered functionality, eliminated manual processes and paper forms with Form Builder, converted customizations to configuration with Page and Field Configurator, used Event Mapping, and used PeopleSoft Test Framework to create automated tests for regression testing. Southern Company, in conjunction with their partner IntraSee, used Oracle Digital Assistant to provide conversational interfaces integrated with PeopleSoft HCM for Employee Self Service, Manager Self Service, and HR HelpDesk, in addition to addressing coming activities like executing and accessing HR reports, requesting schedules, inquiring about HR policies, and helping employees with commonly asked questions. Susan G. Komen, in conjunction with their partners MIPRO Consulting and SmartERP, deployed PeopleSoft’s Fluid user interface for all corporate users and all users at their remote affiliates across the country, leveraging the intuitive experience with Home Pages, Navigation Collections, and Pivot Grids to resolve training and change management challenges they historically faced with a high volume of volunteer staff, in addition to rolling out new capabilities like Fluid Expenses. University of California, Berkeley, in conjunction with their partner Gideon Taylor Consulting, extended student and faculty self-service in PeopleSoft Campus Solutions by building powerful, configuration-based Fluid forms, resulting in automated, workflow-enabled processes that have increased efficiency, eliminated errors, and eliminated more than 250,000 paper forms and more than 500,000 pieces of paper in less than two years. University of the Free State migrated custom-developed capabilities in PeopleSoft Campus Solutions to the Fluid user interface, allowing the university to provide a unified interface for students to interact with PeopleSoft, including the custom Admissions Self Service and Student Self Service capabilities provided as dynamic tiles on the Fluid Home Page. White & Case LLP, in conjunction with their partner Cedar Consulting, deployed Guided Self Service and Fluid approvals with a customized approach to securing approvals before committing changes to Job, and used Page and Field Configurator to reduce the number of customizations previously made across 27 different components, enabling them to look at rapidly deploying new capabilities. Please join me in congratulating the PeopleSoft Innovators! Shortly after the conference, these Innovators full stories will be available on www.peoplesoftinfo.com. If you or a customer you know is transforming your organization with PeopleSoft, share that success with the community! Submit a nomination today.  The next announcement will be made at COLLABORATE 2020. Previous Innovator announcements: COLLABORATE 2019, OOW 2018, COLLABORATE 2018, OOW 2017  

PeopleSoft customers continue to innovate at a faster pace than ever before.  At Oracle OpenWorld today, PeopleSoft announced the newest PeopleSoft Innovators.  These customers represent the real end...

Knowledge is Power with PeopleSoft HR Workforce Insight Analytics

Every organization wants better knowledge and insight into their workforce, PeopleSoft’s Workforce Insights Analytics can help you monitor and analyze your employee workforce. A popular analytic with customers is the Diversity Analysis Analytics which allows you to see how diverse your employee workforce is for gender, ethnicity, age, disability and veteran status.  The Workforce Insights Analytics allow you to be more proactive than reactive in your hiring trends.  An example is the Diversity Analytic can assist you with your yearly VETS4212 (Veterans) reporting.  The Office of Federal Contract Compliance Programs (OFFCP) requires employers to take affirmative action to recruit, hire and promote U.S.A veterans, recently released is the new 2019 VEVRAA (Annual Vietnam Era Veterans’ Readjustment Assistance Act) hiring benchmark that has been updated from 6.3% to 5.9%. With VEVRAA’s VETS4212 submission deadline approaching at the end of September, PeopleSoft’s Veteran Diversity Analytics can help in monitoring if you are reaching the 5.9% hiring goal of veterans in your workforce. Want to know more about the delivered HR Workforce Insight Analytics, click on the link to watch the video. Navigation - Workforce Administrator Dashboard > Diversity Analysis Security Note – Need to have “HR Analytics Administrator” role assigned to your User Profile to see analytics With the Diversity Analysis, you can see how many veterans vs. non-veterans are currently employed. Navigation – Click on the Diversity Analysis Analytic.  Select Veteran Status from the prompt menu A cool feature delivered in PeopleTools 8.57 is Alerts and Notification.  This feature can alert you via worklist or email when you fall below your company’s benchmark for hiring U.S.A Veterans.  In the example below, you can set your company hiring benchmark to be 6% and the red line will visual indicate how close you are to hitting that benchmark. Navigation – Click on button, Select Threshold Option, Threshold Type = 6%, Color = Red, Click Apply button. On the PeopleSoft Roadmap we plan on delivering additional analytics and visualizations encompassing a variety of tools, across many different modules for a variety of user types.  These may include queries, pivot grids, simplified analytics and Kibana.   If you are interested on finding out more, click on  Analytics and Visualizations Focus Group.  

Every organization wants better knowledge and insight into their workforce, PeopleSoft’s Workforce Insights Analytics can help you monitor and analyze your employee workforce. A popular analytic with...

Are You Communicating With Your Applicants?

We have all seen the articles and studies that indicate continual communication with Applicants is essential in today’s hiring environment. Communication can come in many forms and does not have to be in the form of an email, text, or phone call.  Think Self-Service! Image 28 has a new enhancement that makes it simple for you to provide Applicants with information about where their application is within your recruiting process.  You control the verbiage.  It is a simple setup. I imagine it will take you longer to develop the wording than actually implementing the enhancement. Applicants can easily see their status on their My Applications Page and the information button gives you the ability to give them additional information.               The setup page is delivered empty so that you can create your own status information.  Here is an example of what I set up for my testing.  As you can see, the Status Description can be quite long. Next, I just mapped the Candidate Application Status to the Recruitment Summary on the Status Recruitment Area Rules.  The drop down is arranged by the Order By field on the Candidate Application Status page.  Then do not forget to set your Candidate Application Status to Active. We have more Applicant Communication enhancements on the Recruiting Solutions Roadmap.  Check out the Planned Features and Enhancement page on www.peoplesoftinfo.com Also see the Image 28 Highlights Video - https://www.youtube.com/watch?v=M_91KTECVq0&feature=youtu.be for more information about the most recent enhancements in HCM.

We have all seen the articles and studies that indicate continual communication with Applicants is essential in today’s hiring environment. Communication can come in many forms and does not have to be...

Human Capital Management

HIUG 2018 - Phoenix AZ

Two weeks ago I had the great privilege of attending the Healthcare Industry User Group in Phoenix, AZ for their yearly conference, and what a conference it was.  If you are a part of the Healthcare community and you have not attended HIUG in the past, then you missed an amazing event.  Over 600 Oracle Healthcare customers and partners met in Phoenix, Arizona for the 2018 HIUG conference.  PeopleSoft customers from HCM, Supply chain, and Financials were well represented at the conference and excited with what Oracle is doing to continue the evolution of the PeopleSoft applications.  I attended multiple presentations and heard stories of success and an energy around the PeopleSoft HCM application.  Many healthcare customers are continuing to make PeopleSoft their primary HCM application, with some customers in attendance just going live for the first time on PeopleSoft HCM this year.  Several customers made the comment that PeopleSoft is to their business what EPIC® is to their patient practice.  The investment that Oracle is making to PeopleSoft HCM and ELM applications as well as PeopleTools is being recognized and applauded.  PeopleSoft HCM sessions were well attended and customers came with their questions in hand.  Some of the biggest areas of discussion included: Position Management – This year we presented and discussed with customers many enhancements coming to the PeopleSoft HCM system for position Management.  Position management has always played a huge role in helping to maintain budgets within our healthcare customers and the excitement and encouragement from our customers around seeing the enhancements that will be coming over the next 12 months was exhilarating.  We had the opportunity to not only share what Oracle is doing, but many customers also shared what they have done to help make position management better in their own organizations.  Profile Management and tracking of License and Certification – Customer conversation continued this year as it has in previous years with best practices around the tracking of License and Certification and the use of Profile Management to help make this task more automated.  We offered a round table session this year to get ideas from customers.  We shared new enhancements around attachments which was a huge ask last year and will be available soon in the core HCM product.  The conversation was invaluable to the Oracle team and gave us something to take back and look at as we look towards making PeopleSoft the HCM application of choice for Healthcare.   If you were unable to attend, I hope to see you in Orlando next year as our Healthcare customers bring together their combined experiences to ultimately enhance patient care through maintaining of accurate employee records, rewarding employees and retaining of best in class employees, all with the help of Oracle PeopleSoft HCM. @PeopleSoftHCM www.peoplesoftinfo.com

Two weeks ago I had the great privilege of attending the Healthcare Industry User Group in Phoenix, AZ for their yearly conference, and what a conference it was.  If you are a part of the Healthcare...

ORACLE’S COMMITMENT: NO PLANS TO END PEOPLESOFT INVESTMENT OR SUPPORT

Long Term Investment and Support for PeopleSoft “Through At Least” 2030 Executive Summary: Oracle has no plans to end PeopleSoft investment or support Premier Support for PeopleSoft extended “through at least” December 2030 Annual one year extensions provide a rolling 10+ years of support for PeopleSoft At least a decade of Premier Support for Oracle’s PeopleSoft Continuous Innovation Releases Oracle has demonstrated its commitment to its PeopleSoft customers by being a trusted business partner with a proven track record of doing what is best for them.  For over a dozen years, Oracle has served its PeopleSoft customers by enhancing their existing PeopleSoft solutions with ongoing investment and innovations while also protecting their existing PeopleSoft solutions with industry leading Oracle Lifetime Support policies.  Oracle is staunchly committed to the long-term investment in and support of PeopleSoft and its other Applications Unlimited products.  Under this commitment, Oracle regularly evaluates its support policies; adjusting them to better serve its customers.  One adjustment to the Oracle Lifetime Support policy is in reality is not an adjustment at all.  Oracle has always maintained that there are no plans to end support for PeopleSoft.  The updated Oracle Lifetime Support policy now clearly states this.  Hand-in-hand with no plans to end support for PeopleSoft is Oracle’s commitment to innovation and ongoing investment in PeopleSoft.  Oracle has a history of delivering innovation within PeopleSoft.  From the modern, intuitive user experience and embedded, actionable analytics to automated, agile deployment to Oracle Cloud Infrastructure and customer driven Selective Adoption, Oracle has been innovating PeopleSoft for many years. Oracle understands that your PeopleSoft applications are important to your organization and key to your past, present, and future success.  Oracle is committed to your success and that commitment extends to your PeopleSoft applications.  Oracle has also adjusted the Oracle Lifetime Support policy and intends to provide Premier Support “through at least” December 2030 for its PeopleSoft Continuous Innovation Releases.  PeopleSoft applications (CRM, CS, ELM, FMS, ESA, SCM and HCM) moved to a Continuous Innovation model with the initial delivery of the 9.2 release in March of 2013.  With this model all new functionality is delivered as updates to the existing release; upgrades are not required to gain access to new features and capabilities.  All fixes and updates are cumulative and available to all currently supported customers in the most current update (i.e. release). Further adjustments to the Oracle Lifetime Support policy include Oracle’s plan to review and update this policy on an annual basis.  Beginning in calendar year 2019, Oracle intends on extending the currently stated Premier Support “through at least” date by one year and to repeat this annually.  These annual, one-year incremental extensions to PeopleSoft are planned to continue until further notice from Oracle.  This creates a rolling window of 10+ years of Premier Support for the PeopleSoft Continuous Innovation Releases. These support policy changes enable customers to confidently maximize and expand their existing PeopleSoft and Oracle investments.  With Oracle’s commitment to long term investment in and support of PeopleSoft, customers will have ample time to plan their journey to the cloud, making it a journey based on their needs and their timing.  Even more so now, Oracle Lifetime Support provides a stable and predictable long-term support policy that provides unique benefits to PeopleSoft customers.  Only with Oracle Lifetime Support can customers get the most comprehensive support for their PeopleSoft solutions and access to the latest innovations being delivered for PeopleSoft, along with the robust security updates customers need to protect their organization from the newest vulnerabilities and security threats. The Value of Oracle Support for PeopleSoft Extending the Premier Support “through at least” December 2030 and employing a “rolling” 10+ years of Premier Support for PeopleSoft further demonstrates Oracle’s commitment PeopleSoft and doing what is best for PeopleSoft customers.  To learn more see The Value of Oracle Support for PeopleSoft video and for all things PeopleSoft visit the PeopleSoft Information Portal.

Long Term Investment and Support for PeopleSoft “Through At Least” 2030 Executive Summary: Oracle has no plans to end PeopleSoft investment or support Premier Support for PeopleSoft extended “through at...

Financials

Demonstrate Your PeopleSoft Knowledge Through Oracle Certification

Oracle offers PeopleSoft implementers and users the opportunity to gain an edge in the IT market through certification exams designed for individuals who possess a strong foundation and expertise in selling and implementing PeopleSoft HCM and Financials applications and the underlying PeopleTools foundation technology. The PeopleSoft PeopleTools 8.5x Certified Implementation Specialist certification exam covers the tools and knowledge required to create, test, and troubleshoot PeopleSoft applications. Individuals who earn this certification have demonstrated their experience with PeopleSoft implementations and their knowledge of PeopleSoft development tools and technology including Application Designer, PeopleCode, the portal registry, and others. Individuals who earn this certification are able to assist customers with implementing both Classic and Fluid applications. The PeopleSoft 9.2 Human Resources Certified Implementation Specialist certification covers topics such as Core Foundation Tables, Administering Data Permission Security, Adding People, Managing Worker Data, Managing Person and Job Data, and Managing Positions. The PeopleSoft 9.2 Financials Certified Implementation Specialist certification demonstrates the knowledge required to reduce period end close processing time, to maximize cash from financial operations, and to lower the cost of compliance and controls. Individuals who earn this certification are able to assist in the implementation of modules such as General Ledger, Payables, Receivables, Billing, and eSettlements. These certifications differentiate candidates in the marketplace by providing a competitive edge through proven expertise. They are available to all candidates, but geared toward members of the Oracle PartnerNetwork. OPN members earning this certification will be recognized as OPN Certified Specialists.

Oracle offers PeopleSoft implementers and users the opportunity to gain an edge in the IT market through certification exams designed for individuals who possess a strong foundation and expertise in...

Human Capital Management

OHUG 2018

Last week I had the pleasure of attending and presenting at the Oracle HR User Group (OHUG) conference for the 9th consecutive year.  I was also joined by Jeremy Pelley and Rick Delaney who are PeopleSoft Product Management Directors on my team. As with all the conferences we have experienced thus far this year, customers at OHUG were excited about many of the new initiatives we have slated to deliver over the next 12 to 18 months.  The biggest areas of interest were the new PeopleSoft Day One Onboarding and Payroll for North America Component Lockdown features which are available today for customers.  The PeopleSoft Benefits Fluid Open Enrollment feature is highly anticipated which will give customers a completely new, modern, Fluid-based user experience for your employees enrolling in U.S. Benefits. We had meaningful conversations with many PeopleSoft customers including Entergy, Anthem Health, Charter Communications, Harvard University, Parkland Hospital, Federal Reserve Bank, Collin County TX, Nashville Electric Service, University of St. Thomas, among many others.  OHUG typically attracts HR and HRIT professionals from a wide variety of industries which makes the conference unique and so fun to attend.  Many OHUG customers told us that they are planning their Fluid deployments for later this year which will augment our estimated 50%+ customer base that is currently running Fluid in their production environment. We presented on a variety of topics in sessions that were well attended, including PeopleSoft HCM roadmap, Core HR roadmap, Talent Management roadmap, Day One Onboarding, Benefits, Payroll, and Regulatory and Legislative updates.  See below for some pictures from the event. OHUG Board of Directors prior to the Keynote   Me and the OHUG Board Treasurer Tim Stofka (thanks Tim for the great introduction) PeopleSoft customers at our Meet the Experts session.  Great questions and conversation. Cara Capretta, Vice President of Oracle's HCM Transformation Practice delivered a fun keynote in which she drilled into what today's "digital" workforce expects from employers.  One key takeaway for me was how the more employee performance management changes, the more it stays the same.  Organizations still struggle with how to best assess the performance and productivity of employees.  Many PeopleSoft customers run ePerformance which was enhanced with the baseline 9.2 release before Fluid.  We are looking into how we can improve on the PeopleSoft ePerformance application to streamline the entire performance review process leveraging Fluid and new usability concepts like frequent, brief performance updates throughout the year via email or notes.  Cara also mentioned how organizations still under utilize profile management across all industries to understand the talent they already employ.  Our team has been working through the challenge to make PeopleSoft Profile Management more modern, accessible, efficient, and helpful for customers to mine employee data to better match internal employees to projects and job openings.  More to come on these topic areas which you can track on PeopleSoft Information portal under our Planned Features and Enhancements page.  You can also let us know through the PeopleSoft Ideas Space what your thoughts are on improving ePerformance or Profile Management.  You can access the Ideas Space via the PeopleSoft Information portal. The OHUG board announced that OHUG 2019 will take place in Ft. Worth, Texas.  Thank you to all the PeopleSoft customers who attended OHUG and all of our conferences throughout the year.  We appreciate the support and each and every opportunity to talk to you. @PeopleSoftHCM

Last week I had the pleasure of attending and presenting at the Oracle HR User Group (OHUG) conference for the 9th consecutive year.  I was also joined by Jeremy Pelley and Rick Delaney who...

Fluid Attachments for PeopleSoft HCM

A number of HR transactions require proof or a document for the transaction to be complete. By digitizing these documents, HR administrators can save the time they spend filing and looking for these documents. Common employee self-service transactions such as updating name and address or requesting an absence may need a document attachment for proof in many organizations. The Fluid Attachment framework allows you to configure attachments, notes and URLs for supporting transactions. This helps standardize the user experience of adding various types of files across transactions using devices such as laptops, tablets and smartphones. Employees can now attach documents, notes and URLs to a transaction so the HR administrator can verify, approve and access those documents. The Fluid Attachment framework is now part of the Name Change and Absence Request transactions with PUM Image 26. Attachments are planned to be part of other transactions as well in upcoming PUM images. The image below shows an example of the name change transaction on a desktop and absence request transaction on a smartphone where a document attachment is configured.       The framework allows customers to configure notes and URLs for any fluid transaction. When a transaction requires approval,  Approver sees a link to view attachments on the approval screen.   The Fluid Attachments framework allows customers to Easily configure attachments, notes or URLs to any fluid transaction and view them across different devices. Have  a consistent user experience to the attachments workflow for all transactions. Control view of attachments by role To know more about the Fluid Attachments for PeopleSoft HCM, you may watch the video below Video link A red paper is published to help customers configure attachments for additional transactions. You may access MOS or click on the link below Red Paper on Implementation steps for Fluid Attachment Framework (Doc ID 2382737.1)                 

A number of HR transactions require proof or a document for the transaction to be complete. By digitizing these documents, HR administrators can save the time they spend filing and looking for these...

Asset Lifecycle Management

PeopleSoft Asset Management and Lease Administration: Transitioning to the New FASB and IASB Leasing Guidance

Update Image 27 completes PeopleSoft’s phased development approach for leasing. The first 3 phases were delivered in Update Images 10, 19, and 24, directly impacting Lease Administration customers only. With Phase 4, customers licensed only for PeopleSoft Asset Management are introduced to shared product functionality with PeopleSoft Lease Administration to enable the core accounting requirements for their payables leases (lessee agreements). Phase 4 includes new functionality for Asset Management and Lease Administration customers to transition to the new FASB and IASB leasing guidance. A new activity guide steps Asset Management and Lease Administration customers through the tasks to prepare for, execute, and validate the migration of leases in Asset Management to a common, shared lease data structure in Lease Administration. It also serves as the central point for organizations to execute the tasks necessary to complete transition to the new accounting guidance.  For more information about the features and functions included in Asset Management’s shared product functionality with Lease Administration, please refer to the documentation. Also available in the documentation is a new section that provides more information about the new activity guide. Additional resources are available on the PeopleSoft Information Portal, including a link to view the Spotlight Video and Video Feature Overview. An Oracle Red Paper and FAQ document can be found on My Oracle Support Doc ID 2372739.1 - PeopleSoft Lease Administration: Transitioning to Lease Accounting Standards ASC 842 and IFRS 16 (PeopleSoft Update Image 27).

Update Image 27 completes PeopleSoft’s phased development approach for leasing. The first 3 phases were delivered in Update Images 10, 19, and 24, directly impacting Lease Administration customers...

Asset Lifecycle Management

Oracle Announces PeopleSoft Innovators at COLLABORATE 2018

At the Quest Attendee Welcome Session today at COLLABORATE, Oracle announced the newest PeopleSoft Innovators.  These Innovators showcase what is possible with today’s PeopleSoft – driving measurable results in areas such as reduced operating costs, more rapid response to changing business demands, and providing users with an intuitive and productive user interface.  The PeopleSoft Innovators: Adventist Health System implemented Elasticsearch for all of their PeopleSoft applications, including Financials and Supply Chain, Human Capital Management, and Interaction Hub, and worked closely with the PeopleSoft development team to validate the new DirectTransfer Technology, built-in load balancing across 3 node clusters for testing and production, and provided important feedback to help improve indexing. Allen & Overy - Global HR Systems Team, in conjunction with their partner Cedar Consulting, deployed the Fluid user interface, including 7 Homepages, with extensive use of employee self service and a stunning visual design, along with significant new functional capabilities in Human Capital Management, delivering benefits from the solutions deployed to date and driving a higher level of engagement with the business to evaluate future projects and functionality. Birlasoft deployed the Fluid user interface in conjunction with a hybrid mobile app to provide a single access point to separate PeopleSoft instances, along with deploying a custom-built chatbot for PeopleSoft transactions including leave, travel bookings, and approvals, as well as deploying PeopleSoft HTML e-mail approvals driving dramatic improvements in accountability and compliance levels (from 70% to 98%)and reducing approval time (from 9 days to 1 day). Black Hills Corporation, in conjunction with their partner Presence of IT, modernized their HR applications with the rollout of Fluid user interface capabilities in employee self service, manager self service, Company Directory, Fluid Candidate Gateway, Fluid Approvals, and custom-designed navigation collections for administrative groups, in just 8 weeks from planning to go live. Buss Group and FPG Raffles Group, in conjunction with their partner SpearMC Consulting, conducted a PeopleTools and Oracle database upgrade while migrating PeopleSoft Financials (as well as a proprietary, non-PeopleSoft system) to Oracle Cloud Infrastructure, reducing effort for server operations, server and database deployment, maintenance, networking, and storage, while improving disaster recovery plans. CARE, in conjunction with their partner Astute Business Solutions, used Oracle Cloud Infrastructure and PeopleSoft Cloud Manager to plan, deploy, and manage all PeopleSoft instances for their upgrade to Financials and Supply Chain 9.2, at a reduced cost while increasing operational efficiency due to cloud tooling and orchestration, automated deployment and patching through PeopleSoft Cloud Manager, and Database Cloud Service for database deployments, backup, and patching. Deakin University upgraded to PeopleTools 8.56 and deployed the new Classic Plus style sheet in conjunction with their new implementation of PeopleSoft ePerformance, delivering the ‘fresh, modern look and feel’ across all pages that their users expect. European Investment Bank integrated PeopleSoft Travel Authorization dates with Microsoft Outlook, enabling automatic calendar updates that eliminates manual intervention, prevents human error, and increases productivity. Federation University Australia deployed PeopleSoft Campus Solutions Program Enrollment to deliver the flexible functionality needed to cater to the needs of all of their students, in addition to taking the unique approach of upgrading to PeopleTools 8.55 and enabling the Fluid user interface in conjunction with their Campus Solutions 9.0 environment, deploying 21 Homepages and 127 Tiles for all staff and students, creating excitement and demand to accelerate their upgrade to Campus Solutions 9.2. Hackensack Meridian Health, in conjunction with their partner SpearMC Consulting, implemented an automated testing solution using PeopleSoft Test Framework for six modules in Financials and Supply Chain, while automating standard business processes, which reduced testing time, reduced cross module dependencies, and improved reporting, all critical to enabling a selective adoption strategy that supported an aggressive standardization effort implementing PeopleSoft Financials and Supply Chain Management across 3 hospitals as well as additional care facilities, while also expanding the PeopleSoft product footprint. Hennepin County, MN implemented a unified Fluid user interface across PeopleSoft Human Capital Management, Enterprise Learning Management, and Financials and Supply Chain Management, with more than 15 Homepages, 100 Tiles, and dozens of navigation collections, supported by videos to highlight navigation and personalization options, resulting in an incredibly easy end user adoption process. Intermountain Healthcare deployed the Fluid user interface for PeopleSoft Financials and Supply Chain, with extensive use of Homepages, Tiles, navigation collections, and Fluid Workcenters to drive an improved user experience with increased efficiency, fewer clicks, and a more intuitive system that minimized training impacts. Kansas City Power & Light created a Pivot Grid to provide management-level insight into the status of approvals across functional areas, made extensive use of Related Content to provide relevant, contextual information and links from other parts of the system to enable efficient processing of transactions, as well as WorkCenters, Navigation Collections, Fluid Approvals, and e-mail alerts for internal and external users, all through configuration instead of customization, saving significant time and money. SpartanNash implemented the Fluid user interface in conjunction with career and succession planning capabilities in Human Capital management, as well as making use of WorkCenters, Pivot Grids, HR Notifications, and taking advantage of the new Configurable Analysis Framework to provide job comparisons for career choices, all as part of their integrated talent management initiative. University of Tasmania, in conjunction with their partner Presence of IT, used selective adoption to deploy Recruiting Solutions, ePerformance, and Fluid user interface capabilities in Recruiting, Time and Labor, and Payroll, as well as creating custom Fluid Tiles to access cheat sheets and FAQs, all with a minimum investment in change management and great feedback on the simplified user experience. WNS Global Services deployed the Fluid user interface for PeopleSoft Human Capital Management, enabling mobile device access to key transactions to access and submit transactions relating to attendance, leave, and salary, as well as enabling a seamless, consistent desktop experience. Please join us in congratulating these customers for their efforts and outstanding results! Become an Innovator! If you are a customer using today’s PeopleSoft – taking advantage of any of our modern capabilities like the Fluid and Classic Plus user interface, Selective Adoption, Elasticsearch, Cloud Manager, the new Configuration and Personalization tools, Event Mapping, eliminating customizations, rolling out new products, and more – submit a nomination today!  This is an open and ongoing program, nominations are welcome at any time.  New PeopleSoft Innovators will be published on the PeopleSoft Information Portal (www.peoplesoftinfo.com), and announced at Oracle OpenWorld 2018.

At the Quest Attendee Welcome Session today at COLLABORATE, Oracle announced the newest PeopleSoft Innovators.  These Innovators showcase what is possible with today’s PeopleSoft – driving measurable...

Asset Lifecycle Management

Make The Most of Collaborate 2018

Let the conference season begin!  We kicked things off with Alliance 2018 in Salt Lake City last month, with a large gathering of Oracle’s customers in the Higher Education industry.  It was an excellent event, full of customer sessions, product updates, and interactive discussions. Next up is COLLABORATE 2018 in Las Vegas, April 22 - 26.  It’s one of our key conferences for PeopleSoft, particularly useful for helping you set or validate your PeopleSoft strategy for the upcoming year.  Here are a few suggestions to help you maximize your time at the event: On Sunday evening, join us at the Quest Attendee Welcome Reception to hear a live announcement of the latest PeopleSoft Innovators.  Meet fellow customers that are using current capabilities and find out how its impacting their business. Attend Paco Aubrejuan’s Product Line Update and Ongoing Investment Strategy session on Monday morning, followed by one or more PeopleSoft product roadmap sessions.  We will be presenting roadmaps, updates, and demos across all of our application areas, as well as PeopleTools and Technology. Look for sessions held by PeopleSoft Innovators and those that have shared their Customer Success Stories.  Quite a few will be talking about what they have done and what they learned. In addition to functional or technical sessions of interest, we suggest that you participate in sessions that can help you plan and drive key initiatives forward, including: Rolling out Fluid - there are many customer presentations and partner sessions to help guide your strategy, along with product sessions from Oracle talking about the latest capabilities we’ve delivered and what’s coming next. Increasing your use of Configuration – sessions from customers like Hennepin County, Sandia National Laboratories, and others talk how they used configuration, personalization, and in some cases Event Mapping, with Fluid.  Partners like Presence of IT will be talking about how to use Page Composer for configurable approvals.  And in PeopleSoft Your Way: Configuration, Not Customization, we’ll talk about all the options at your disposal to make the system your own without costly customization.  (Sneak Peak: what will be covered) Improving your Selective Adoption strategy – see what others are doing, and how you can become more nimble, respond quickly to changing business and end user demands, from customers like Mutual of Omaha, Wells Fargo, AARP and many more.  For an overview of what we’ve heard from a variety of customers, join Maximizing the Value of Selective Adoption: Tips and Techniques Running PeopleSoft in the Oracle Cloud – learn about how Infrastructure as a Service can reduce operational costs and accelerate the deployment of new functionality to your users. PeopleSoft customers are using the Oracle Cloud for everything from running production environments to driving upgrades to patching and selective adoption to disaster recovery.  Hear from customers and partners, including SpearMC who will talk about Migrating PeopleSoft to Oracle Cloud Infrastructure, and join us at Getting the Most Out of PeopleSoft: Using PeopleSoft’s Cloud Manager. One of our goals is to ensure you leave with all your questions answered, so you can drive your PeopleSoft direction forward.  On Wednesday, the Product Team Panel Discussions give you an opportunity to engage directly with the strategy team to ensure you have the information you need to chart your course.  And join us at Tough Questions for PeopleSoft on Wednesday afternoon, where we will address the big, strategic questions customers often ask (or are sometimes afraid to). It’s going to be a great event.  If you can’t attend this year, but don’t want to miss out, the Quest team is introducing live streaming for two sessions: Paco’s PeopleSoft Product Line Update and Robbin’s HCM Product Roadmap session.  Sign up here.  See you in Vegas!

Let the conference season begin!  We kicked things off with Alliance 2018 in Salt Lake City last month, with a large gathering of Oracle’s customers in the Higher Education industry.  It was an...

PeopleSoft Partner Summit 2018 Recap

The PeopleSoft Partner Summit was conducted at the Oracle Conference Center in Redwood Shores, CA earlier in March.  By the number, the event was a resounding success: 84 partner attendees 47 partner organizations 45 content sessions 16 hours of content delivery and discussion 1 reception An immeasurable amount of learning! It was an amazing two day event that focused on educating and enabling members of the PeopleSoft partner community.  It comprised of a half day of Oracle led, interactive general sessions addressing key overall PeopleSoft topics, including: Updating partners on PeopleSoft’s key changes (architectural, technological, and functional) that are changing how partners service their clients. Providing partners with visibility into the ongoing investment in PeopleSoft applications and technology. Illustrating the various programs that exist for engaging, recognizing, and communicating with PeopleSoft customers. Educating partners on how to effectively work with Oracle including interfacing with Oracle Alliances and Channels, Oracle License Sales, and the PeopleSoft product team.   Oracle Senior Vice President Paco Aubrejuan kicking off the PeopleSoft Partner Summit 2018 Oracle Vice President Rebekah Jackson discusses customers programs at the PeopleSoft Partner Summit 2018 An additional one and a half days (1 ½) consisted of Oracle led, interactive break-out discussions organized by application pillars (HCM and ERP) as well as tools and technology.  These sessions educated partners on the business value of the latest functional enhancements across all of PeopleSoft.  If you’d like to see the agenda for yourself it is posted online here. Oracle Senior Director Robbin Velayedam provides an update on PeopleSoft HCM at the PeopleSoft Partner Summit 2018 Oracle Senior Director Amira Morcos addresses the PeopleSoft ERP breakout session attendees at the PeopleSoft Partner Summit 2018 The big focus of the event was ensuring partners were prepared to help their clients get the most out of Today’s PeopleSoft.  From leveraging the modern user experience of PeopleSoft and deploying PeopleSoft on the Oracle Cloud, to executing a Selective Adoption strategy and replacing customizations using PeopleSoft configuration frameworks.  There is no shortage of opportunities for PeopleSoft partners to bring tremendous value to their clients.  The team definitely plans on doing this again in the future.  Be sure to stay connected to all things PeopleSoft – including the next PeopleSoft Partner Summit via one of our social media channels: Twitter LinkedIn Facebook

The PeopleSoft Partner Summit was conducted at the Oracle Conference Center in Redwood Shores, CA earlier in March.  By the number, the event was a resounding success: 84 partner attendees 47 partner...

Five Years of Continuous Innovation for PeopleSoft

In March 2013, five years ago this month, something big happened to PeopleSoft. The Continuous Innovation release (9.2) was launched - and PeopleSoft hasn’t been the same since. At that time, the biggest challenge PeopleSoft customers, like nearly all enterprise software customers, faced was the major release/upgrade model. In that model, customers had to wait multiple years for their software vendors to deliver massive amounts of changes in the form of a new release. Couple that with vendors delivering regular maintenance in the form of periodic and non-cumulative bundles that had to be consumed serially. The result was a world where customers were forced to choose between reducing costs by doing little or nothing to their enterprise software – which gave them no value and put them at risk of being non-compliant or spending considerable time and money to perform disruptive maintenance and upgrades in order to adopt and receive value from vendor delivered changes. Even though PeopleSoft applications had delivered Feature Packs on the 9.1 release with incremental new features, around 2010 Oracle’s PeopleSoft team recognized that this model no longer worked and set out to address these challenges. After some considerable effort building out new tools and revamping both internal and external processes, the Continuous Innovation release was born. With that, Oracle moved to a model of continuously delivering new PeopleSoft features and maintenance on the current PeopleSoft solution – the Continuous Innovation release (i.e., the PeopleSoft release 9.2 code line). With Continuous Innovation, all new PeopleSoft functionality and maintenance are delivered as updates (i.e., “PeopleSoft Update Images”) multiple times throughout the year. For PeopleSoft HCM and ERP (Financials, Procurement, Projects, and Asset Lifecycle Management) applications, updates are delivered four times a year. More important than how Oracle is continuously delivering new PeopleSoft functionality and maintenance is how customers can consume it.  Disruptive and costly major upgrades from one release to another are no longer required to gain access to new PeopleSoft features and enhancements.  Customers are able to consume only the changes they desire using Selective Adoption and the PeopleSoft Update Manager (PUM). These are the new processes and tools used by customers to adopt the continuous innovations and maintenance Oracle is delivering in PeopleSoft. Customers can define and execute their own unique Selective Adoption strategy as they see fit. Customers define what changes they adopt and when and how often they adopt them based on their needs and bandwidth. As Paco Aubrejuan, Oracle’s Senior Vice President for PeopleSoft, has stated numerous times, “this is a game changer!” PeopleSoft Selective Adoption enabled by the PeopleSoft Update Manager A game changer it has been. Since Oracle introduced Continuous Innovation release, five years ago in March 2013, Oracle has delivered numerous updates to PeopleSoft. As of March 2018 Oracle has delivered: 1150+ new application features 63 unique PeopleSoft Update Images 3 PeopleTools releases New innovations that historically would have waited years for the next major PeopleSoft release are being delivered in a matter of months to customers in a more digestible way. One could successfully argue (in my opinion) that more than a major release worth of new features has already been delivered over the last five years. See for yourself. The Cumulative Feature Overview Tool is an easy way to see what new PeopleSoft features were delivered in which PeopleSoft Update Image and for which specific module. You can even see which new features have video overviews on the PeopleSoft YouTube channel.  Consider some of the most significant new PeopleSoft features, all produced via Continuous Innovation and available through Selective Adoption: A modern, mobile user experience powered by PeopleSoft Fluid UI Actionable, embedded analytics leveraging Simplified Analytics and Pivot Grids Guided processes using Activity Guides Additional WorkCenters Deployment of PeopleSoft to the Oracle Cloud (IaaS) with PeopleSoft Cloud Manager Additionally, that major release worth of new features has been consumed at a lower cost and with a more rapid time-to-value under Selective Adoption compared to the historic release/upgrade model.  New features delivered over the last five years via Continuous Innovation How is this impacting customers? Let the customer’s own experiences answer that. Customer testimonials from PeopleSoft Innovators and Quest success stories illustrate how Oracle’s commitment to ongoing investment in PeopleSoft through Continuous Innovation is positively impacting their organizations. Whether its Deakin University and Clackamas County rapidly deploying new capabilities like recruiting or Sandia National Laboratories and Children’s Hospital Colorado simplifying how users navigate the system, none of these successes would have been possible without the advent of the Continuous Innovation release five years ago.

In March 2013, five years ago this month, something big happened to PeopleSoft. The Continuous Innovation release (9.2) was launched - and PeopleSoft hasn’t been the same since. At that time, the...

Enhanced Absence Management Integration with Time and Labor

The PeopleSoft Fluid User Interface has played a pivotal role in enhancing the user experience for PeopleSoft customers through simple and intuitive designs.  With this new feature for enhancing Absence Management Integration with Time and Labor, the Oracle PeopleSoft product line is now extending the Fluid User Interface experience to Workforce Administrators. This feature empowers Administrators to, Be in control of all unprocessed absences and exceptions, which are critical for Payroll function. Process Absence calculations and send Absence payable data to Time and Labor iteratively without finalizing the Absence calendars. Since Absence payable time is generated iteratively, it would help in monitoring overtime and other costs. The Absence Administration tile shows unprocessed employees and exception count.   The Generate Absence Payable Time page displays unprocessed Employee Absence count for each Calender Group. Click to run the Generate Absence Payable Time, which processes absence calculation and generates payable time for the payees associated with the selected calendar group. This page also displays individual exceptions count for both Absence Calculation and Time Administration. User can click on these tiles to view employee level details Administrators can now convert Reported Time and Absence into payable time on the go with the following capabilities, Multiple Calendar Groups processed at the same time. Any absence data modified can be calculated without the calendars being finalized. Exceptions can be resolved in a timely manner. . To know more about this new PeopleSoft Absence feature, refer the following links:  PeopleBooks Youtube    

The PeopleSoft Fluid User Interface has played a pivotal role in enhancing the user experience for PeopleSoft customers through simple and intuitive designs.  With this new feature for enhancing...

Human Capital Management

PeopleSoft Absence Management – Customer Success Stories

In this webinar you will hear about how other customers successfully implemented and deployed Absence Management.  Absence Management is a robust and powerful rules driven application that can be configured to meet your organizations leave accrual needs. Our customer panel will talk about their implementation in North America, Latin America, Europe, and Asia – and how they successfully deployed Absence Management to the Administrators, Managers and Employees.  If your role is Functional or if you are in charge of Absence compliance in your organization, join us to learn more about PeopleSoft Absence Management.  Since this is a real-time discussion, you will have the opportunity to ask questions to our panelists. DATE & TIME Wednesday 17 January 2018 11:00 am EST Register https://attendee.gotowebinar.com/register/5564484699987496705 For additional events https://www.questdirect.org/events/item/23/750 PeopleSoft Absence Management Oracle’s PeopleSoft Absence Management is designed to allow organizations to plan and manage absence events within a single, configurable rules-based application. It provides ultimate flexibility when defining entitlement and eligibility rules around leave accruals and taking leave, whether those rules are mandated by legislation, unions, industry standards or your organization’s unique policies. By having a single global instance for all absence related data, you can accurately analyze the impact of absences and identify absence trends in your organization. Key Features Flexible, robust, and configurable  Automate the process for planning and compensating time off for multinational workforce Mobile self-service functionality for employee and manager transactions Robust and intuitive, actionable role-based analytics Seamless integration with PeopleSoft Time and Labor, Payroll for North America, and Global Payroll Configurable approval workflows with delegation capability Link to PeopleSoft Absence Management Datasheet 

In this webinar you will hear about how other customers successfully implemented and deployed Absence Management.  Absence Management is a robust and powerful rules driven application that can be...

Merging Learner Profiles in PeopleSoft Enterprise Learning Management

Have you encountered a situation where your organization has both an external and an internal Learner Profile for the same person?    For example, a contractor who was originally added to your PeopleSoft Enterprise Learning Management (ELM) system as an external learner is now  hired permanently leading to the creation of an internal learner profile.  As a result, there  are duplicate active learner records and distributed learning histories for the same person.  In this type of situation, merging the duplicate learners manually is tedious and time consuming.  The Merge Learners feature enables you to merge the learning of an external source learner to a target internal learner, creating a single, unified learning record for the learner in your ELM system. Merging duplicate learner profiles has never been so easy in PeopleSoft ELM.  Originally released in ELM Update Image 15, this feature allows you to set up your system for checking learner attributes -- specific to your organization -- to arrive at potential duplicate learner profiles. You can also indicate specific statuses for classses, courses, programs, and supplemental learning  that you want to include in the merge process. Once you successfully merge a duplicate learner profile  with a target learner profile, the former is made automatically ‘inactive’ in the system leaving only one active learner profile with the consolidated learning history. This feature will bring in a great deal of flexibility in the way you handle conversions of external learners to internal learners in the ELM system. To know more about this, please visit PeopleBook using the following URL: https://docs.oracle.com/cd/E88469_01/elm92pbr9/eng/elm/aelm/task_MergingLearners.html

Have you encountered a situation where your organization has both an external and an internal Learner Profile for the same person?    For example, a contractor who was originally added to your...

Human Capital Management

PeopleSoft HCM User Group in Mexico

El Grupo de Usuarios de Recursos Humanos (HCM) de Oracle se reunió el pasado 16 de Noviembre en las instalaciones de Oracle México. El motivo fue discutir las nuevas tecnologías de HCM ofrecidas por parte de Oracle/PeopleSoft. La agenda incluyo una amplia gama de temas, además de ofrecer un amplio panorama de la inversión que Oracle/PeopleSoft está realizando en sus productos de HCM y de Tecnología de Información para los próximos años. También llevo a cabo una actualización referente a los recientes cambios a la Legislación referentes a CFDI así como a las nuevas versiones del mismo, algunas de las inquietudes fueron: el Soporte a los productos y a las diferentes formas que el producto puede ser utilizado ya sea mediante On-Premise o en La Nube. Las actividades en la reunión incluyeron demostraciones y platicas de las más recientes innovaciones en PeopleSoft tales como Onboarding que es el proceso guiado para ayudar a los nuevos integrantes de un equipo o empresa a familiarizarse con la empresa, así como de guiarlos de manera automatizada y amigable durante el proceso de inducción.  También se realizó la demostración de herramientas para la atracción de Talento como es el Fluid Candidate Gateway que permite a los aspirantes a una posición  buscar posiciones en la compañía que sean atractivos y aplicar directamente en línea permitiéndoles así anexar información como Currículum, información acerca de Educación, Experiencia etc.  También se realizó la demostración de Employee Snapshot para el manejo de Talento o Talent Management, este permite a Empleados y Managers monitorear todo el proceso de Talento tal como Sueldos y Promociones, Evaluaciones del Desempeño, Capacitación y Desarrollo, así como Sucesiones y Planes de Carrera. PeopleSoft HCM provee una amplia gama de productos que han sido utilizados de manera Global por más de 30 años, en las sesiones demostramos que continuamos innovando y renovando el producto no solo en cuestión de plataforma tecnológica PeopleTools, sino también por parte de las aplicaciones de Recursos Humanos incluyendo lo último en las tendencias para el manejo del Capital Humano. El evento es organizado por la comunidad de usuarios de Recursos Humanos de Oracle México. Haznos  saber si estas interesado en participar en estas reuniones así como a definir la agenda para los próximos eventos. Para mayores informes por favor contacta a mario.delara@oracle.com. The Oracle Human Resources User Group in Mexico met on November 16th in Mexico City. The purpose was to review and learn of the latest offerings from Oracle/PeopleSoft’s Human Capital Management. The Agenda included topics such as PeopleSoft HCM Roadmap, PeopleSoft investment and deployment On-Premise and in the Cloud, as well as deep-dive sessions on Talent Management, Global HR, Mexican Payroll, and an update on Legislative and Regulatory changes. PeopleSoft offered sessions including round tables and demonstrations of the latest features in HCM such as On-boarding, Fluid Candidate Gateway, Talent Management, Total Rewards Statement, and Employee Snapshot. Members of the PeopleSoft Mexican Payroll team offered detailed demonstrations of Global Payroll Mexico including a discussion on the latest changes in legislation. The User Group provides the perfect platform for our customers to share their success stories and to network. A customer also presented their success story on their decision to upgrade to PeopleSoft 9.2 and the most recent version of PeopleTools, as well as to talk about PeopleSoft Selective Adoption and the Fluid Technology uptake in their organization. The event was organized by the Oracle Human Resources User Community and we encourage you to participate and help us define the agenda and topics of interest for future events. If you wish to share your success story let us know and we will include it in the next event. For additional information please contact mario.delara@oracle.com.          

El Grupo de Usuarios de Recursos Humanos (HCM) de Oracle se reunió el pasado 16 de Noviembre en las instalaciones de Oracle México. El motivo fue discutir las nuevas tecnologías de HCM ofrecidas por...

PeopleSoft Apps Strategy

Happy Holidays: PeopleSoft Looks Back on 2017 and Looks Forward to 2018

I love this time of year.  The sights and sounds of the holidays.  The changing of the seasons (yes the seasons change here in California).  The end of one year and the beginning of the next.  It’s a time of year to reflect on what has been accomplished; what is next, what we are thankful for. I am thankful for being a small part of this amazing PeopleSoft team at Oracle.  From the developers and Quality Assurance engineers to the product strategists and management team as well as everyone in between, they are all a pleasure to work with.  Everyone on the team is customer focused and strives to ensure customer success.  I am also thankful for the customers and partners I’ve had the opportunity to work with.  Sure not every single engagement is sunshine and rainbows but there is always a sense of collaboration and camaraderie. There are so many accomplishments in 2017 to reflect on.  200+ new features delivered across 23 Update Images and 1 PeopleTools release (8.56 in June of 2017).  Too many new features to discuss at length here, but that is what the Cumulative Feature Overview tool and the 100+ videos added to the PeopleSoft YouTube channel in 2017 are for.  My personal favorite video this year was my PeopleSoft Talk with Paco Aubrejuan (PeopleSoft Talk with Marc Weintraub: Update and Investment Strategy featuring Paco Aubrejuan).  That one is always so much fun to record and has so much useful information in it.  40+ blog postings on the PeopleSoft Apps Strategy blog.  Countless postings on our various social media channels including: Twitter, LinkedIn, and Facebook.  175+ Oracle led sessions for PeopleSoft were delivered by the team at 10+ events over the course of 2017.  This was accomplished at in-person events like Oracle OpenWorld in San Francisco, CA and the Quest Users Group’s deep-dive PeopleSoft Reconnect in Rosemont, IL.  But also via virtual events like Quest Experience Week PeopleSoft Day and Quest PeopleSoft International Days.  Between these events, the numerous other events (for example HEUG’s Alliance, HIUG’s Interact, regional user group meetings, and so on), and one-on-one customer meetings the PeopleSoft team really put some miles on in 2017.  A highlight for me in 2017 was delivering the keynote for PeopleSoft at New England Joint Oracle User Group meeting held at Gillette Stadium – home of my favorite NFL team, the New England Patriots. (great view from my keynote presentation room) Customers were a big part of 2017.  Because of the critical importance the PeopleSoft community plays in the long term viability of PeopleSoft, focusing on customer success stories and recognizing customer achievements were major activities of 2017.  The Quest Users Group curated 19 Customer Success Stories for PeopleSoft.  Oracle launched the PeopleSoft Innovators program and accepted 17 nominations in just the first month.  Both of these programs highlight and recognize the amazing work our customers are putting forth in order to leverage "Today’s PeopleSoft" and drive value within their organization. I have little doubt that 2018 will be as active as 2017, if not more so.  Hundreds more new features are planned for delivery in 2018 via the quarterly delivered PeopleSoft Update Images.  The PeopleSoft Planned Features and Enhancements page on My Oracle Support documents the near term PeopleSoft roadmap.  2018 will be full of events featuring PeopleSoft content including: PeopleSoft Partner Summit Mar 13-14, 2018 Alliance (HEUG) Mar 25-28, 2018 Collaborate (Quest) Apr 22-26, 2018 Oracle HCM User's Group (OHUG) Jun 11-14, 2018 EMEA PeopleSoft Roadshow Jun 13-21, 2018 Interact (HIUG) Jun 17-20, 2018 PeopleSoft Reconnect (Quest) Jul 17-19, 2018 Oracle Open World, San Francisco Oct 28-Nov 1, 2018 Quest Experience Week Nov TBD, 2018 And more… Here is to an amazing 2017 and an even better 2018.  Thank you for being part of the PeopleSoft community.  Have yourself a wonderful holiday season.

I love this time of year.  The sights and sounds of the holidays.  The changing of the seasons (yes the seasons change here in California).  The end of one year and the beginning of the next.  It’s a...

PeopleSoft Apps Strategy

Self-Registration for External Learners in PeopleSoft Enterprise Learning Management

 As a Learning Administrator, you are responsible for creating External Learners’ profiles in PeopleSoft Enterprise Learning Management (ELM), which can be time-consuming considering the growing number of external learners organizations are facing these days.  With ELM Update Image 16, PeopleSoft  has delivered functionality to allow external learners to perform registration in the ELM application on their own  without any manual intervention by the Learner Administrator. This capability  significantly reduces the dependency on administrators to onboard new external learners As  you deploy this capability for  your external learner population, you will be able to define -- through configuration -- a number of data input fields that are available in the new user registration form.  You may mark fields as “required” for those that capture critical information about the external learner in your system.   You will also be able to  select the Learning Environment that is associated with the learners registering into the system on their own.   Learners may use their mobile devices to fill and submit the registration form to start using the learning system that is already mobile-ready.  This feature is aimed at streamlining the external learner creation process for your organization and save time for your learning administrator.  Consider deploying the  “External Learner Self-Registration” feature if you deal with learners outside of your organization and have a need to extend self-service even to those who do not have access to the system yet. To know more about this feature, refer Peoplebook using the hyperlink provided below: https://docs.oracle.com/cd/E88469_01/elm92pbr9/eng/elm/aelm/task_SettingUpAndPerformingExternalLearnerSelfRegistration.html?pli=ul_d45e76_aelm    

 As a Learning Administrator, you are responsible for creating External Learners’ profiles in PeopleSoft Enterprise Learning Management (ELM), which can be time-consuming considering the growing...

Human Capital Management

Announcing the Availability of the Guided Personnel Actions for U.S.Federal

Entering Personnel Actions, Approving Personnel Actions and eventually maintaining Personnel Actions is a complex business process for the HR Personnel Action Processors (HR Administrators) of U.S. Federal agencies.  The business process typically involves creating a Personnel Action Request (PAR), ensuring the details entered are compliant with CPDF (Central Personnel Data File) rules required by U.S.Office of Personnel Management, routing the validated request through multiple levels of HR Administrative approvals, and finalizing the changes to be maintained in the system.  Moreover, PAR approvers need insight into what other Personnel Actions have been entered for the employee and if there are any CPDF Edit errors that could not be addressed before submitting the PAR.  Oracle PeopleSoft has delivered a simplified, intuitive, guided, Fluid-based application for HR Administrators to manage the PAR process.  With Guided Personnel Actions for U.S.Federal, delivered in PeopleSoft HCM PUM Image 24, U.S. Federal Agencies are now able to enjoy the following benefits: 1. Enhanced Productivity for HR Administrators Review summary of Personnel Actions entered for an employee. Minimize user errors by increasing focus on the transaction with ability to hide and unhide page fields and overall pages in Federal Job Data. The feature leverages the Enterprise Components Page and Field Configuration framework. Enter Personnel Actions using an easy to use, guided process that displays sequential steps to users. Review a summary of changes entered using a Transaction Summary page. For retroactive Personnel Actions, a new step 'PAR for Review' is enabled to review higher dated rows and mark all higher dated rows as reviewed. 2. Leverage the best of PeopleSoft Approvals Technology Implementation of the highly configurable Approvals Workflow Engine (AWE) and Fluid Approvals. AWE replaces the previous U.S. Federal workflow thereby reducing the need for customizations. 3. Enhanced Decision Making for HR Administrators Agencies are able to make better use of screen real estate by using the ‘Related Information’ area for assistance or training. Enable useful information like analytics, chat, policy document links and online newsletters under ‘Related Information’ area. Overall, the Guided Personnel Actions feature for U.S.Federal, makes the process of entering Personnel Actions, simple, intuitive and more powerful! For More Information, Refer to Below Links: Link to download the project: MoS Link to Guided Personnel Actions Project Link to Image Highlights Video (Refer Feature-5): HCM PUM#24 Image Highlights Video  Link to PeopleBooks: PeopleBooks for Creating Personnel Actions Using Fluid Link to Functional Transfer of Information (Click Link, Click Enroll, Click Play Replay/Mobile): MOS Link to Functional TOI for Guided Personnel Action Feature   

Entering Personnel Actions, Approving Personnel Actions and eventually maintaining Personnel Actions is a complex business process for the HR Personnel Action Processors (HR Administrators) of U.S....

Asset Lifecycle Management

PeopleSoft Shines at Oracle OpenWorld 2017

OpenWorld is an event on a massive scale, with tens of thousands of people engaging in discussions on every possible aspect of software and technology.  It’s where our team can tell the big story about what’s happening today with PeopleSoft… Thousands of customers live on the latest release. Many, many customers deploying Fluid, with great things to say about the user experience. Customers rapidly deploying the new features we are delivering, and talking about the measurable business impact they are having. Customers starting to make use of the Oracle Cloud to reduce costs, eliminate barriers and accelerate their ability to deliver value. While it’s exciting to have the reach and scale that we achieve at an event like OpenWorld, what really sticks with me now that the conference is over, is the value of the ‘small’ conversations.  The product demos and presentations on the big stage are important, but I think the most valuable moments are the more intimate ones.  Moments like watching our inaugural group of PeopleSoft Innovators share experiences and exchange business cards, and then relay to me how excited they were to meet others that are using the software in ways that are similar, and ways that are different.   having a conversation with a customer that declared they are struggling with Selective Adoption, and being able to provide guidance, resources, and connect them with other customers that are not just willing, but eager, to share their lessons learned.   running into a customer and a member of the PeopleSoft team on a street corner, and having an impromptu discussion about how to evaluate the options available in Oracle’s SaaS solutions and in today’s PeopleSoft, and make the best decision for their business.   sitting down with a partner to hear about projects in flight, new modules customers are deploying, and the opportunities underway with brand new PeopleSoft customers. The irony is not lost on me that, amidst the enormity of an event like OpenWorld, it’s the personal conversations that matter most. I also have to admit that 20 years after joining the company, I’m still inspired by the uniquely collaborative spirit of the PeopleSoft community. During the conference, I watched customers jumping in to answer questions for other customers.  I saw our partners refer business to one another, graciously introducing customers to someone at another company that had the precise knowledge or expertise needed.  I had a customer approach me and offer the most sincere expression of gratitude I’ve ever received, for the work the PeopleSoft team has done to transform the products with Fluid.  And I had the benefit of seeing just how much our global development team appreciated hearing those words, knowing the hard work, long hours, and deep commitment to the PeopleSoft products is not just noticed, but is making a real difference. Are there challenges?  Of course.  Customers face constraints, ever-changing business demands, and pressure to do more, faster than ever before.  What emerged pretty clearly, however, is that PeopleSoft has never been a better, more powerful platform.  PeopleSoft has never been more able to deliver tangible business value to customers, and do it quickly, than it can today.  And we are so lucky to have the very best customers and community to work with. In addition to the content the PeopleSoft team presented at OpenWorld, more than 40 customers and partners shared their stories and experiences.  If you missed the event, I encourage you to use www.peoplesoftoow.com to access the session catalog and presentations.  Or join us virtually for PeopleSoft Day during Quest Experience Week – a free, one day, live virtual event that provides the same sessions delivered at conferences, but from the comfort of your desk.  And it’s never too soon to start planning for next year’s conferences – we’d love to see you there!    

OpenWorld is an event on a massive scale, with tens of thousands of people engaging in discussions on every possible aspect of software and technology.  It’s where our team can tell the big story...

Human Capital Management

Announcing OHUG Mexico SIG

El Grupo de Usuarios de HCM patrocinado por OHUG llevará a cabo su reunión anual en la Ciudad de México este próximo 16 de Noviembre del 2017 en las instalaciones de Oracle México: Montes Urales 470, 3er Piso, Lomas de Chapultepec, México 11000 CDMX . Acompáñanos para descubrir la oferta más reciente de negocio de Oracle para nuestros clientes de PeopleSoft, EBS, y Oracle HCM Cloud.  Durante esta reunión tendrás la oportunidad de platicar con nuestros expertos en PeopleSoft para tratar preguntas de todo lo relacionado al ámbito de Human Capital Management (HCM) en PeopleSoft. Nosotros en PeopleSoft estamos comprometidos a ayudar a nuestros clientes y socios implementadores en cualquier inquietud relacionada con su implementación, el manejo diario del sistema, upgrade y/o actualizaciones, y también de dudas e inquietudes de nuestros clientes interesados en utilizar PeopleSoft en la Nube.  PeopleSoft presentara lo más reciente en funcionalidad de HCM, historias de éxito de nuestros clientes utilizando exitosamente la plataforma Fluid, y de clientes que han o que están en el proceso de implementar PeopleSoft en la Nube. Si estas interesado en presentar un caso de éxito de PeopleSoft 9.2 o si han implementado exitosamente tecnologías como Fluid, Elastic Search, Activity Guides, etc., por favor contactanos ya que podemos utilizar un espacio en nuestra agenda para que participes. Para más informes por favor de comunicarse con mario.delara@oracle.com y/o a Mexico.sig@ohug.org  OHUG Mexico Special Interest Group is proud to announce its annual meeting in Mexico City on November 16th 2017 at Oracle Mexico: Montes Urales 470, 3rd floor, Lomas de Chapultepec, Mexico 11000. This is an opportunity for our PeopleSoft customers to chat and interact with our PeopleSoft HCM Experts and find out the latest and greatest in PeopleSoft Human Capital Management. PeopleSoft is committed to help our customers and implementation partners and guide them whether you are looking to Upgrade to the most recent PeopleSoft 9.2 image, to talk about exciting PeopleSoft technologies such as Fluid, Elastic Search, Activity Guides, etc and or to address questions related with Mexican Legislation this is the ideal forum, moreover if you are interested on running PeopleSoft in the Cloud, come to this event to find more information and to guide your company during the decision process. For more information on how to register and to obtain a copy of the agenda please contact mario.delara@oracle.com and/or  Mexico.sig@ohug.org  

El Grupo de Usuarios de HCM patrocinado por OHUG llevará a cabo su reunión anual en la Ciudad de México este próximo 16 de Noviembre del 2017 en las instalaciones de Oracle México: Montes Urales 470,...

Cyber Security Speciality Code Changes for U.S.Federal

In 2013 and subsequent versions of the Guide to Data Standards - the early version of the National Initiative for Cyber-security Education (NICE) framework – the U.S. Office of Personnel Management (OPM) required Federal Agencies to assign a unique two-digit cybersecurity code to each of their position categories and specialty areas.  In 2016, the NICE framework evolved and OPM adopted a three-digit cyber-security code. PeopleSoft has published a Position Statement on My Oracle Support providing details of the scope of these changes which are planned to be delivered in an upcoming image à Cyber Security Speciality Code changes 2017 - Position Statement Link In the interim, a Patch Release Patchset (PRP) is available now for download.  This PRP includes a subset of the functionality planned for delivery as described in the position statement referenced above.  Summary of the changes delivered in the PRP include: Changes delivered via PRP on Oct 12th, 2017: Bug Number Bug Description PRP MoS Link 25644513 USF Cyber Security Speciality Code Increase Field Size MOS Link to Download PRP Fix Modified Cyber Security Speciality Field length from 2 char to 3 char Modified Cyber Security Speciality Code field setup to include: Category Code and Description Cyber Security Speciality Area Code Description Cyber Security Work Role Code and Description Deliver new 3 character codes - All the new 53 codes are effective from 1st December 2016 Modify Add/Update Position Data setup to allow using new codes - More than 1 and up to 3 cyber security codes can be associated with a position. Modify Job pages to allow associating upto three codes with an employee - All associated codes should be visible in transaction pages of the employee. Modified delivered CPDF Validation program and SQR Reports to report upto 3 Cyber Security Speciality codes for an employee. The 9 character field has been added to meet reporting requirement. SQR /Cobol modified to populate the value by reading the codes from Job record and concatenating based on priority to form 9 character codes. Additionally, validations have been delivered to prevent data errors.  Note: Another blog will be posted once the final solution is included in an image.    

In 2013 and subsequent versions of the Guide to Data Standards - the early version of the National Initiative for Cyber-security Education (NICE) framework – the U.S. Office of Personnel Management...

Asset Lifecycle Management

Oracle Announces PeopleSoft Innovators

At the PeopleSoft general session today at Oracle OpenWorld, Paco Aubrejuan, Senior Vice President, recognized the first of many PeopleSoft Innovators.  Today’s PeopleSoft is powerful, intuitive, and drives results in diverse global businesses across many industries.  The PeopleSoft Innovators showcase what is possible with today’s PeopleSoft.  These customers are taking advantage of the latest capabilities and technologies to transform their businesses and their IT practices while delighting their end users. The PeopleSoft Innovators: Butler University, in conjunction with their partner CY2, is recognized for eliminating costly customizations in favor of using delivered functionality to advance and improve the end user experience, including the deployment of the Fluid user interface, resulting in a system rollout and start of the academic year that was smooth, and positions the university to be nimble, flexible, and rollout new capabilities over time. Cognizant Technology Solutions is recognized for deploying PeopleSoft’s new Business Process Weaver capability, a powerful unified framework that seamlessly manages the complex Financial processes required during times such as month end close, eliminating wasted manual time, effort, and costly errors, avoids the need for external automation scheduled tools, and most importantly, enables faster and more efficient processing and business reporting. Commonwealth of Massachusetts is recognized for deploying Fluid Guided Self Service in less than 2 months, successfully delivering to 6,000 agency employees that previously had no manager self service capabilities outside of Time and Labor, with additional requirements to meet the State’s overall needs for 110,000 employees. Deakin University, in conjunction with their partner Presence of IT, is recognized for deploying Fluid self-service functionality for their employees and managers, as well as showcasing the power of Selective Adoption by rapidly adjusting their project timelines to deploy Fluid Candidate Gateway just 8 weeks after it was delivered. Goldman, Sachs & Co is recognized for implementing a data archival solution by enhancing the usage of the PeopleSoft Archival tool to create a separate history database and enable existing reports to access both online and archived databases without code changes, as well as using built-in PeopleCode Encrypt/Decrypt functions to secure PeopleSoft report files, negating the need for any third party tools. Griffith University, in conjunction with their partner Presence of IT, is recognized for deploying a tailored Fluid Workcenter for HR administrators that leverages pivot grids so the system highlights transactions that need input or attention, as well as the extensive use of HCM Guided Self Service for managers and employees, resulting in operational savings of $350,000 annually.  Hays Specialist Recruitment is recognized for implementing a successful Selective Adoption strategy with the support of PeopleSoft Test Framework, which drives significant savings in test effort and duration, such as PO Tracking user acceptance testing previously done by two experienced subject matter experts for 2 days, now automated to run in 8 – 10 hours. Lone Star College is recognized for deploying an Elasticsearch cluster across two data centers with full Elastic replication, load balanced, and serving 5 PeopleSoft application areas including Interaction Hub, Financial Management, Enterprise Learning Management, Human Capital Management, and Campus Solutions, which in particular saw a dramatic improvement in response times for class search. Sandia Labs is recognized for deploying the Fluid user interface, and in particular their extensive use of Navigation Collectives, creative use of live content on Fluid tiles, and innovative use of PeopleTools Event Mapping with Related Content to configure the system and keep delivered code separate from customizations. The Adecco Group is recognized for deploying Fluid Approvals, developing a scalable infrastructure to host multiple Update Images, promoting and enabling a collaborative Selective Adoption review process to roll out new features, along with proof of concepts to explore the use of Elasticsearch, PeopleSoft Cloud Manager, and the PeopleSoft Health Center. University of Canterbury, in conjunction with their partner Presence of IT,  is recognized for deploying the Fluid user interface and Fluid Candidate Gateway as part of their HCM 9.2 upgrade, providing a modern, easy way for applicants to search, apply for, and track job opportunities on any device, in addition to enabling more new features in HCM, doing a Unicode conversion to support the Maori language, and setting up a Selective Adoption strategy for the future. University of Colorado is recognized for deploying the Fluid user interface, including their progressive work with PeopleTools to configure the solution for their requirements, Theme Builder to create rich branding, the use of Interaction Hub for search, notifications, and content management, and the use of Elasticsearch. University of Florida Health, in conjunction with their partner SmartERP, is recognized for deploying Elasticsearch in conjunction with their recent HCM 9.2 and PeopleTools 8.55 project, enabling the organization to successfully deploy PeopleSoft Fluid Candidate Gateway with powerful search capabilities in support of many new hospitals and more than 1,000 open positions to fill. University of New South Wales, in conjunction with their partner Presence of IT, is recognized for using the Oracle Cloud to provision PeopleSoft HCM instances in record time, to support their deployment of HR Position Management, Fluid Company Directory, and Guided Self Service, enabling the university to meet their demanding project timelines, provide multiple environments to their project teams as needed, while being agile and delivering multiple project work products in parallel, in a cost effective manner. University of the Free State is recognized for deploying student self-service using PeopleSoft Campus Solutions’ new Fluid user interface, with extended integration for online applications, resulting in a 30% year over year increase in successfully submitted applications, an earlier and more streamlined student selection process, and increased ease-of-use for applicants. Wells Fargo is recognized for deploying Elasticsearch, and in particular, for partnering so closely with the PeopleSoft development team throughout the development cycle, providing valuable expertise, and co-presenting about their experience and what they’ve achieved with Elasticsearch. WestRock is recognized for deploying PeopleSoft HCM’s Fluid user interface, Guided Self Service, SmartHR templates and Workcenters to more than 30 countries in more than 10 languages, all powered by Selective Adoption which allowed the organization to pick and choose the specific functionality they needed to meet their immediate business demands, without a costly upgrade or the requirement to deploy and test unwanted functionality. The entire PeopleSoft team congratulates these customers for their efforts and outstanding results! We are proud to recognize what they have each achieved individually, and appreciate the contribution they make to the thriving global PeopleSoft community. Are you an Innovator? If you are a customer using today’s PeopleSoft – taking advantage of any of our modern capabilities like the Fluid user interface, Selective Adoption, Elasticsearch, Cloud Manager, the new Configuration and Personalization tools, eliminating customizations, rolling out new products, and more – submit a nomination today!  This is an open and ongoing program, nominations are welcome at any time.  New PeopleSoft Innovators will be published on the PeopleSoft Information Portal (www.peoplesoftinfo.com), and announced at Collaborate 2018.

At the PeopleSoft general session today at Oracle OpenWorld, Paco Aubrejuan, Senior Vice President, recognized the first of many PeopleSoft Innovators.  Today’s PeopleSoft is powerful, intuitive, and...

Asset Lifecycle Management

PeopleSoft Asset Management and PeopleSoft Lease Administration: Shared Product Functionality for Leases

The Financial Accounting Standards Board (FASB), the International Accounting Standards Board (IASB), and the Government Accounting Standards Board (GASB) have all issued revisions to their respective leasing guidance. The revisions represent significant changes to lessee accounting, which has resulted in extensive product enhancements impacting both PeopleSoft Lease Administration and PeopleSoft Asset Management. PeopleSoft’s development approach for lease accounting has been organized into 4 phases, with all enhancements planned for 9.2 only. The first 3 phases were delivered in Update Images 10, 19, and 24, directly impacting Lease Administration customers only. With Phase 4, customers licensed only for the PeopleSoft Asset Management module will be introduced to many of the enhancements delivered in the PeopleSoft Lease Administration module in the first 3 phases. The migration of Asset Management leases to the Lease Administration data model intends to establish the sharing of leasing functionality between PeopleSoft Lease Administration and PeopleSoft Asset Management. Our plan is for those customers licensed only for Asset Management to benefit from features and functions within the Lease Administration module that specifically addresses the core accounting requirements for payables leases (lessee agreements). The planned functionality includes: Single-asset leases (finance or operating) Multiple financial terms Base Rent Miscellaneous Rent  (payments included or not included in lease payments) Initial Direct Cost Lease Incentives Options reasonably certain to be exercised Integration with PeopleSoft Accounts Payable for lease payments Amendment Processing Manual Fees Customers with more advanced leasing requirements should consider licensing Lease Administration.  Advanced leasing functions include: Multi-asset leases (finance or operating) Clauses Options and Critical Dates Operating Expenses (CAM) Percent Rent Security Deposits Site Selection and Acquisition Phases 1 through 3 and our plans for Phase 4 have been focused primarily on the FASB and IASB payables lease requirements. Our plan is to evaluate the lessee accounting requirements in GASB 87 next followed by lessor requirements for FASB and IASB. Lessor requirements in accordance with GASB 87 are not on the roadmap. The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

The Financial Accounting Standards Board (FASB), the International Accounting Standards Board (IASB), and the Government Accounting Standards Board (GASB) have all issued revisions to their respective...

PeopleSoft Apps Strategy

Fluid Learner Self Service in PeopleSoft ELM

It’s no secret that mobile devices have changed the way we work, live, interact and learn. ‘Mobile’ is not the trend anymore; it is the new reality. With the advent of technologies that enable your global workforce to remain always connected and work from wherever they are, employees no longer keep normal office hours. They now carry their work in their pockets and the same trend reflects in their learning pattern. They prefer to complete learning tasks on the road and from home.  In fact, most job roles today do not allow enough time to sit in traditional classroom training to remain compliant or to acquire new skills. Hence, we need modern mobile learning capabilities in our learning application that are simple and easy to use. PeopleSoft Enterprise Learning Management is all set to help organizations embrace this change with its all-new Fluid Learner Self-Service.  Fluid learner capabilities delivered with ELM Update Image 16 brings a rich and engaging user-experience to the learners in the form of a learning dashboard, fluid catalog and a lot more. Fluid Learning Dashboard for learners brings to you a one-stop shop for your learners where they can search through the learning catalog for courses and programs, track their active enrollments and review their learning plans and learning objectives. You can personalize this dashboard by adding new tiles to it as per your organizational needs. 'Find learning' is the fluid ‘catalog search’ capability that you can use to find the learning of your choice. Additionally it gives you a hint of any existing enrollment that you may have in one of the learning items in the search results. From the search results, you can select the learning of your choice to find out more information like course abstract and objectives met on completion to decide if you want to pursue that learning or not. You can browse through the topics covered as part of that learning, enroll into the offerings available or just keep it added to your default learning plan.   Once you have enrolled yourself into learning items, you can use ‘My Learning’ in the learning dashboard to view your active learning enrollments and track your learning tasks against target completion dates. You can use the filters to locate a specific enrollment or find out the ones that are due for completion in the near future. You can launch your online courses right from here and the system will play your learning content using Fluid SCORM compliant player. You can also switch to “Planned” or “History” tab to view or take actions on learning items that you have completed in the past or planned for enrollment in the future. Fluid learner capabilities will help your organizations deliver an intuitive and superior learning experience that matches the expectations of the hyper-connected and on-the-go learners. Your organization can implement an effective mobile learning strategy around this feature to cater to the learning needs of your mobile workforce. To learn more about this feature, watch the video feature overview..        

It’s no secret that mobile devices have changed the way we work, live, interact and learn. ‘Mobile’ is not the trend anymore; it is the new reality. With the advent of technologies that enable...

PeopleSoft Apps Strategy

Announcing the PeopleSoft Innovator Awards!

At RECONNECT last month, one attendee shared that her colleagues come up to her in the elevator to say how much they love the new Fluid user interface.  A partner said that customers deploying Fluid Candidate Gateway are seeing 40 – 70% improvements in hiring new talent.  Another partner recounted a recent conversation with a customer that was able to respond to an operational budget reduction by rolling out new Fluid transactions. It’s exciting to hear that kind of feedback, and to see so many customers seeing really positive results with today’s PeopleSoft.  We want to recognize those great results...and yours!  To do that, we've created the brand new PeopleSoft Innovator Awards. What are you doing with today’s powerful, modern, intuitive PeopleSoft?  You are a PeopleSoft Innovator if you are... Deploying the Fluid UI Using Simplified Analytics Using Elasticsearch Deploying new features through Selective Adoption Rolling out new products Eliminating customizations Using personalization and configuration tools Running PeopleSoft on the Oracle Cloud Using Cloud Manager Using PeopleSoft Update Manager analytics Changing your approach to testing And many, many more! Nominate yourself or someone you know today!  Partners, nominate your customers.  You’ve earned it, and the rest of the PeopleSoft community wants to hear what you’ve done.  PeopleSoft Innovators will be announced at Oracle OpenWorld, invited to a special PeopleSoft Innovators event at OpenWorld, receive an award, and more. This is a pretty incredible time to be a PeopleSoft customer.  We want to hear your story.  Take a moment to share it today!

At RECONNECT last month, one attendee shared that her colleagues come up to her in the elevator to say how much they love the new Fluid user interface.  A partner said that customers deploying Fluid...

HCM 9.2 Image #23 and TAX_CLASS Expansion

In HCM 9.2 Image #23, we expanded the U.S. field TAX_CLASS from 1 to 3 characters in length.  Previously the field was a one character alphanumeric field residing on the translate table, but after Image #23, there is a new table TAX_CLASS_TBL to hold the values of the field and will allow for new tax classes to be implemented more easily in the future. It is important to note that no functionality was changed in this effort, only the field size and location.  Delivered TAX_CLASS values remain the same after implementation. As a result of this effort, there were modifications to numerous objects within the application, including, COBOL, SQR, records, pages, etc.   You do not need to apply the entire image (including all HRMS, T&L, etc), only the Tax Update 17-C package.  These modifications were all marked with the 17-C tag for easy implementation. Future modifications to the system will verify that 17-C has been applied, not the entire Image #23.     When creating your Change Package, select All Other Search Criteria under Update Manager Options.     A Search Options box will open, select Tax Updates     Additional Search Filters will be available when you select Tax Updates, select Tax or Regulatory Update, then select Tax Update 17-C from the drop down list.     For other FAQ's on the Tax Class Expansion project, see Document 2260808.1.   For complete instructions on building a Change Package that only includes the Tax Update, see Document 1566194.1.  

In HCM 9.2 Image #23, we expanded the U.S. field TAX_CLASS from 1 to 3 characters in length.  Previously the field was a one character alphanumeric field residing on the translate table, but after...

Asset Lifecycle Management

PeopleSoft Grants: New Sponsor Letter of Credit Funding Import Feature

Maintaining accurate and up-to-date letter of credit funding information is an essential component in billing sponsors for work performed.  PeopleSoft Update Image 24 introduces new functionality for Grants customers with Letter of Credit awards.  With new functionality, customers can import sponsor Letter of Credit funding information from a source CSV file into PeopleSoft using the PeopleSoft Data Export Import Utility (DEIU).  For efficient adoption, PeopleSoft delivers file formats supporting both the NSF (ACM$) and DHHS (PMS) payment systems.  Sponsors are assigned a Letter of Credit number and file format in the form of a DEIU map ID.  Files may be imported from your local machine or from a file path on the application server. Uploaded source data is reviewable online in the Contracts Workcenter.  New actionable exception reports were created comparing information from the sponsor’s source file to the current PeopleSoft Contract information.  One report identifies Letter of Credit document IDs (LOC Doc IDs) in the sponsor’s source file that are not yet entered on the Contract line.  Through a new prompt in PeopleSoft Contracts, users can assign LOC Doc IDs from the sponsor’s file to the Contract line reducing time for data entry and errors.  A second report identifies the opposite - LOC Doc IDs entered on the Contract line not included in the sponsor’s source file.  From the exception report, users can update the LOC Doc ID on the Contract line or place the Billing Plan on hold.  A third report compares billing limits on the Contract line to the authorized funding amount in the sponsor’s source file.  From here, users can navigate to the Contract and to the award, and review the online Letter of Credit summary report.  Additional detail and information resources are included in the FSCM Update Image 24 Highlight Video on the PeopleSoft Information Portal  and PeopleSoft Online Help for Grants. The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Author- Joe Willever, Director of Product Management Oracle PeopleSoft ESA Solutions

Maintaining accurate and up-to-date letter of credit funding information is an essential component in billing sponsors for work performed.  PeopleSoft Update Image 24 introduces new functionality for...

Dotted Line Relationships in PeopleSoft HCM

Maintaining an accurate organizational structure is at the heart of the responsibilities of every Human Resources office.  This structure not only represents how a company or institution is formed and communicates, but also indicates the hierarchy of authority, responsibility and accountability within the organization.  Traditionally, an organizational structure only represented the chain of command and the span of control for a position -- or the individual holding that position.  However with changing workforce dynamics, customers need the ability to display different types of organization relationships within the organization chart.  The formal representation that we see today in company directory along with its mobile avatar, the matrix team and dotted line reporting features enable the visualization of different types of relationships as well.   When groups of employees from different functions work together to achieve a common goal, they typically form a matrix team. These teams are time bound and could be formal or informal.  The Matrix Team capability for the administrator is already available in PeopleSoft and is discussed on this blog -> Managing Matrix Relationships: Organization Visualization and Navigation. Self service options for matrix team was made available in 9.2 Image 17 (Blog - HCM Update Image 9.2.17) Unlike Matrix team relationships, Dotted Line Relationships normally represent a one-to-one relationship in between two individuals that is formal and somewhat long term.  Dotted Line Relationships are not specific to one goal or project and represent a working relationship which is a part of an employee’s daily activities and tasks.   Image 23 for 9.2 customers introduced Dotted Line Relationships capabilities for creating lines of control in organizations.  Examples of these reporting lines include: • Mentee – Mentor relationship, including new hire with journeyman employee • An employee having an administrative manager and a functional manager • Director – Pooled Executive Assistant relationship • Temporary or contractual employees • Assigned point of contacts from HR, Legal, Security, Training, etc.   Dotted Line Reporting allows your employees and managers to manage their own dotted line relationships where the relationships are visually represented on the Company Directory Organization Chart and is also shown on the Company Directory Profile for everyone to view.     Customers may enable self service dotted line relationship capabilities through assigned roles.  Approvals are enabled through the Approval Workflow Engine to help customers easily configure an approval process for adding and/or removing a dotted line relationship before it is displayed in the Company Directory. The PeopleSoft Company Directory has now evolved into a one-stop shop for identifying and visualizing formation of an organization with lines of communications, hierarchy of authority, span of control and relationships that are both formal and informal. To know more about dotted line relationship management, you may watch this video PeopleSoft Dotted Line Relationship Management   To know more about matrix teams and Company directory, refer the following links:  PeopleBooks for Matrix Teams Peoplebooks for Fluid Company Directory

Maintaining an accurate organizational structure is at the heart of the responsibilities of every Human Resources office.  This structure not only represents how a company or institution is formed and...

Asset Lifecycle Management

PeopleSoft Contracts: Complying with the New Revenue Accounting Standard

New revenue recognition guidance issued by the FASB and IASB is effective in 2018 for public entities and 2019 for non-public entities.The release of new PeopleSoft Contracts functionality in support of the standard was organized into four phases.Changes to the Contracts application in Update Image 24 mark the fourth and final phase of new capabilities delivered to help customers comply with the new revenue accounting requirements. Phase 1 was delivered in PeopleSoft Update Image 10 and created a new structure for revenue recognition on the Contract separate from the structure and amounts used for billing.New functionality to separate billing and revenue allows organizations to price and recognize revenue for Contract line items differently from prices used for billing the line item.New functionality in Phase 1 and in later phases is additive in nature allowing organizations to take advantage of new capabilities where needed without forcing change on other organizations less impacted by the new revenue accounting standard.  Managing revenue separate from billing is optional at the Contract level. Phase 2 was delivered in PeopleSoft Update Image 18 and provided users more advanced revenue pricing capabilities and in particular a more automated approach to revenue pricing for contracts that provide multiple products and services to the customer. Prior to Phase 2, users updated the new revenue amount structure for each Contract line item manually.  Phase 2 introduced the concept of standalone sales price and a programmatic allocation of total Contract price across Contract line items using standalone sales price as the basis for allocation, a key requirement under the new accounting standard. Phase 2 extends use of the Enterprise Pricer tool in PeopleSoft Order Management to store standalone sales prices for revenue and then uses those standalone sales prices as a basis for revenue allocation in Contracts.   Phase 3 was delivered in PeopleSoft Update Image 22 and provided new transition analytics to support customers in their assessment of impact.  As organizations prepare to transition to the new accounting standard, new analytics provide a comparison of current revenue values per Contract line item to new revenue values per line item using standalone sales prices configured in the Enterprise Pricer as the basis of allocation. In addition, contract accounting was extended from having only Project Id to also include Project Costing Business Unit and Activity Id with the goal of providing better visibility into Contract and Contract line in PeopleSoft General Ledger via the full combination of Project Chartfields. Phase 4 was delivered in PeopleSoft Update Image 24 and introduces new terminology ‘Contract Asset’ and ‘Contract Liability’ to reflect that used in the new accounting standard.  Oracle Red Papers and other information resources are available on the PeopleSoft Information Portal as well as Transfer of Information (TOI) Videos located in Oracle University. TOI - Separating Revenue and Billing in Contracts TOI - Advanced Revenue Pricing in Contracts  Oracle Red Paper - Separating Revenue and Billing in Contracts Oracle Red Paper - Advanced Revenue Pricing in Contracts Authored By Joe Willever, Director of Product Management Oracle PeopleSoft ESA Solutions

New revenue recognition guidance issued by the FASB and IASB is effective in 2018 for public entities and 2019 for non-public entities.The release of new PeopleSoft Contracts functionality in support...

Human Capital Management

Recap of RECONNECT 2017 Conference

Last week, the HCM Strategy team attended the RECONNECT conference in Chicago, IL hosted by the Quest International Users Group.  This is one of my favorite conferences since it is exclusively PeopleSoft – with focus on HCM, Supply Chain, Financials and PeopleTools.  RECONNECT continues to grow in popularity with over 600 attendees and 160 sessions, SIG meetings and networking events. Marc Weintraub (Sr. Director of Product Strategy) and Rebekah Jackson (VP for Product Management) kicked off the conference with a very interactive discussion about “Today’s PeopleSoft”.  Key take a ways were: Approximately 70% of PeopleSoft customers are on release 9.2 with majority of customers on a ‘current’ image (within 3 images – thanks to Selection Adoption). Customers have really embraced Fluid – the new modern PeopleSoft experience for their employees, managers and administrators. Oracle continues to invest in the PeopleSoft product with input from our customers.  With the launch of the PeopleSoft Ideas page, customers can submit their ideas (enhancement request) and other customers can vote for or against the idea.  HCM Strategy uses the Ideas page to see what new features are our customers want and we have delivered numerous ‘customer ideas’ over this past year. PeopleSoft HCM customers and partners did a great job presenting their experiences deploying new features like Guided Self Service, Fluid Candidate Gateway and Fluid Self Service.   There has been a huge customer uptake with Fluid this past year – approximately 40% HCM customers have deployed a Fluid feature like Payslips, Self Service Navigation Collection…  With the majority of customers on 9.2 and current, customers were more engaging and excited to see the new upcoming features presented by the PeopleSoft Strategy Team like: “All Aboard” – One of the most anticipated features being delivered in HCM Image #23 is Day One Onboarding!!!  As part of Core HR, the PeopleSoft Onboarding solution allows you to configure templates per your organizations onboarding process using fluid activity guides Fluid Total Rewards – This is a win-win feature to deploy because, delivered in HCM Image #20, Total Rewards communicates all of the compensation that an employee receives, including direct compensation, and other benefits that are translated into amounts.   Customers have said it was very easy to configure and deploy, and their employees were able to see ‘their true value’ to the organization. Payroll ‘Component’ Lockout – This new feature has been a top customer request by Payroll for NA customer and they are very excited to have this functionality delivered in HCM Image #23.  The ‘lockout’ allows a Payroll administrator to disable 20 delivered payroll and 4 self-service ePay components during calc & confirm processing, on demand, or by schedule. “We are finding that HCM customers are engaged and more focused than ever in automating transactions via new PeopleSoft tools such as Guided Self Service, Fluid and Fluid Analytics due to diminishing operational budgets” - Chamanthi Weerasinghe, Presence Of It The HCM Strategy Team hopes to see you at Oracle Open World OOW2017 (San Francisco CA, Oct 1-5 2017) – please stay in touch with us through focus groups, emails and phone calls. We have a dedicated PeopleSoft Sales team, Oracle Direct (licensesales-naa_us@oracle.com), and I encourage customers to reach out to them and introduce yourself - they are happy to assist you also.

Last week, the HCM Strategy team attended the RECONNECT conference in Chicago, IL hosted by the Quest International Users Group.  This is one of my favorite conferences since it is exclusively PeopleSo...

PeopleSoft Lease Administration: Introducing Enhanced Leasing Functionality to Support New Leasing Guidance

Update Image 24 introduces enhancements to PeopleSoft Lease Administration that enable the measurement and recognition of Payables Leases in accordance with the new FASB and IASB leasing guidance.  PeopleSoft’s development approach for lease accounting enhancements has been organized into 4 phases. The Update Image 24 enhancements represent Phase 3, which leverages the foundational Phase 1 and 2 enhancements delivered in Update Images 10 and 19, respectively. The Phase 3 enhancements include the administration and accounting of multi-asset leases with classification determined at the asset level. Financial terms have been expanded to include more precise tracking of lease-related payments, such as initial direct costs, options, and lease incentives received. Also new is the allocation of lease payments across the underlying property and equipment assets in the lease. For an overview of the enhanced Payables Lease component in Update Image 24, please refer to the Video Feature Overview (VFO). Additional resources are available on the PeopleSoft Information Portal, including a link to view the Transfer of Information (TOI) recording. An Oracle Red Paper can be found on My Oracle Support under Document ID 2285541.1---PeopleSoft FSCM: Configuring Payables Leases in Lease Administration (PeopleSoft Update Image 24). The final development phase, Phase 4, plans to address topics such as transition, and the migration of leases in Asset Management to a single data model in Lease Administration. Phase 4 intends to introduce those customers licensed only for Asset Management to some of the new features and functions for Payables Leases in Lease Administration. All enhancements are planned for 9.2 only. The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Update Image 24 introduces enhancements to PeopleSoft Lease Administration that enable the measurement and recognition of Payables Leases in accordance with the new FASB and IASB leasing guidance.  Peop...

HIUG 2017 in Orlando

What a conference.  If you are a part of the Healthcare community and you have not attended the Healthcare Industry User Group (HIUG), then you missed an amazing event.  The week of June 18th thru the 21st over 600 Oracle Healthcare customers and partners met in Orlando, Florida for the 2017 HIUG conference.  PeopleSoft customers from HCM, Supply chain, and Financials were well represented at the conference and excited with what Oracle is doing to continue the evolution of the PeopleSoft applications.  I attended multiple presentations and heard stories of success and a new found energy around the PeopleSoft HCM application.  Many healthcare customers are continuing to make PeopleSoft their primary HCM application, with some customers in attendance getting ready to go live for the first time on PeopleSoft HCM.  The investment that Oracle is making to PeopleSoft HCM and ELM applications as well as PeopleTools is being recognized and applauded.  PeopleSoft HCM sessions were well attended and customers came with their questions in hand.  Some of the biggest areas of discussion included: On-boarding – To say that customers are excited about what we are deriving with on boarding would be an understatement.  Customers have been looking for Oracle to deliver a PeopleSoft onboarding solution for many years.  Customers got to see a firsthand sneak peak and what we will be delivering utilizing fluid activity guides and built on the new activity guide composer.  Customers also got a look at the roadmap and what we have planned over the next 24 months as we take PeopleSoft on boarding to the next level. Payroll - The PeopleSoft Payroll for North America and Benefits Roadmap session was well attended and it was great to discuss enhancements coming in both products with session attendees.  Payroll customers are especially excited to get a delivered calc and confirm lockdown process, as well as enhancements to the Pay sheet Load process (PSHUP) to allow terminated employee processing.  Benefits users are just as enthusiastic about new Fluid enhancements on the roadmap for Open Enrollment and Dependent/Beneficiary updates.  Profile MGMT and tracking of License and Certification – A hot topic for customers this year was the use of PeopleSoft’s profile management for capturing and maintaining license and certifications.  Customers discussed different ways they had accomplished this as well as having frank and honest conversations with product strategy on areas where customers have had to customize the delivered system.  This conversation was invaluable to the Oracle team and gave us something to take back and look at as we look towards making PeopleSoft the HCM application of choice for Healthcare. The HIUG board is to be commended on putting together another great conference.  If you were unable to attend, I hope to see you in Phoenix next year as our Healthcare customers bring together their combined experiences to ultimately enhance patient care through maintaining of accurate employee records, rewarding employees and retaining of best in class employees, all with the help of Oracle PeopleSoft HCM. We look forward to seeing you in Phoenix, AZ for HIUG 2018!! @PeopleSoftHCM www.peoplesoftinfo.com  

What a conference.  If you are a part of the Healthcare community and you have not attended the Healthcare Industry User Group (HIUG), then you missed an amazing event.  The week of June 18th thru the...

Financials

News You Can Use for PeopleSoft International Customers

Each year, the PeopleSoft development team supports dozens of events around the world.  However, in this modern age, webinars and recordings are a critical part of our strategy to engage with customers in every region.  In particular, these sessions are a critical tool for those outside the US to get the very latest information. The PeopleSoft team asked our product leads in each region around the globe – Asia Pacific; Europe, the Middle East, and Africa; and Latin America – to hand select the content that is most requested by customers outside North America.  Here’s the curated list of the best and most relevant sessions delivered in the last few months: PeopleSoft Fluid - A new, modern, mobile user experience for your Employees How Selective Adoption and Oracle Cloud Means Value for PeopleSoft Application Customers PeopleTools 8.56 Overview PeopleSoft Cloud Manager – Feature Overview PeopleSoft Guided Self Service – Empower Your Managers Self-Service HCM Analytics: Using PeopleSoft to Empower Business Users Recruiting Solutions - Did you know that you can do this? 110920 PeopleSoft Time and Attendance - New Capabilities and Roadmap 110960 Reap the Financial Rewards of PeopleSoft WorkCenters and Fluid UI 110990 PeopleSoft Expenses:  Intuitive, Powerful 111090 Fluid UI Simplified Analytics for PeopleSoft Human Capital Management 111130 PeopleSoft Integration Broker:  Setup and Troubleshooting As you might imagine, there are many more sessions available, on topics ranging from product overviews, new features, customer experiences, technology enhancements, and more.  To access the full library of content, sign up for an account with the PeopleSoft User Community with Quest International Users Group (QuestDirect.org or contact Christina Yue christina.yue@questdirect.org).  Quest’s PeopleSoft User Community has more than 55,000+ customers.  The community is available to all PeopleSoft customers, regardless of location or industry.  The available content is a great way to augment local avenues of information.  With 7,000+ Special Interest Group Members, 1,000+ Slide Decks, 300+ Recorded Sessions, new webinars every week, plus Blogs, Content Centers, and Customer Success Stories – there’s a wealth of information available to every individual at every customer, anywhere around the globe.

Each year, the PeopleSoft development team supports dozens of events around the world.  However, in this modern age, webinars and recordings are a critical part of our strategy to engage with...

Human Capital Management

OHUG 2017 in Orlando

Last week over 1,000 Oracle customers and partners met in Orlando, Florida for the 2017 Oracle HR User Group (OHUG) conference.  PeopleSoft customers were well represented at the conference and engaged with what Oracle is doing to continue the evolution of the PeopleSoft HCM, ELM, and HR HelpDesk applications and PeopleTools.  All of the PeopleSoft focused sessions were at least 80% capacity.  Some of the biggest areas of discussion included: On-boarding - PeopleSoft announced that we will be delivering a fluid activity guide-based on-boarding solution in PeopleSoft.   Customers had plenty of interest around the delivered capabilities and configurable options.  Since we rely heavily upon a diverse on-boarding customer focus group that meets regularly to review requirements, we expect for this heavily anticipated feature to handle all sorts of on-boarding scenarios presented by our customer base. Time & Labor and Absence Management - We have a large population of customers that run both PeopleSoft Time & Labor to track time entries as well as Absence Management to manage complex absence rules globally.  Customers were pleased to see that we have a healthy road map of features available for both products, including many fluid self service features in Time & Labor which helps to meet employee expectations for mobile enabled data entry, and reduces time entry errors that cost customers many person hours to address. Payroll - A large share of PeopleSoft customers in attendance at OHUG represented their organization's Payroll department.  We fielded lots of questions around new Payroll enhancements including the highly requested lock out of self service capabilities during official PayCalc runs.  This feature helps with performance and gives the Payroll Department ease of mind that their critical payroll processes are running at maximum capacity. Classic Plus - PeopleSoft announced a global style sheet known as Classic Plus which will provide a holistic approach to uplifting classic pages in your system that have not yet been converted to fluid.  The Classic Plus pages will look more clean, modern, and similar to fluid pages with very little effort or maintenance from you.  Classic Plus can even be applied to your custom pages.  There is a configurable option to deploy the Classic Plus style sheet on individual classic components or to all classic components at once.  Customers responded positively to having this capability available on Tools 8.56. Keep an eye out on the PeopleSoft YouTube channel for videos to help you learn more about the features described above, including videos on the latest PeopleTools 8.56 release which was announced during OHUG. My team and I were also fortunate enough to meet with PeopleSoft customers on an individual basis to learn more about their deployment plans and help them through any challenges they be facing.  Those customers and partners included:  Sandia National Labs  Fresenius Healthcare  USAF  PwC  Deloitte  7-Eleven  Grey Heller  SmartERP  Apex IT  Hitachi  Hyatt  Aramak  US Navy  McLane Company  Adventist Health System  Federal Reserve Bank  Navy Federal Credit Union  Specialty Care Services Group  Towson University  UniFirst Corporation  University of Rochester  Charter Communications  Harvard University   A. T. Kearney A special thank you to the U.S. Army, one of Oracle's largest HCM customers, who were at OHUG in full force to network with other large, global customers and to work closely with us to deploy PeopleSoft for their entire population.  We are very proud to be your trusted vendor and partner.   For any PeopleSoft customer out there who may be frustrated collaborating with your various stakeholders, just think about the U.S. Army for a minute. The U. S. Army project deployment team needs to collaborate successfully across 1,000+ stakeholders worldwide, on a regular basis.  Just some food for thought. See you in Vegas for OHUG 2018 !! @PeopleSoftHCM www.peoplesoftinfo.com   OHUG DemoGrounds Current OHUG President - Ann Hansen and Immedate Past President - Carolyn Hayden-Garner Opening Remarks Robbin Velayedam - Oracle and Doris Wong - SmartERP Jeremy Pelley - Oracle and Teo Hernandez - Oracle OHUG DemoGrounds Entrance

Last week over 1,000 Oracle customers and partners met in Orlando, Florida for the 2017 Oracle HR User Group (OHUG) conference.  PeopleSoft customers were well represented at the conference and...

Supply Chain

Have You Leveraged the Power of PeopleSoft Fluid Mobile Inventory?

PeopleSoft has significantly improved its offering to the Mobile Inventory Management product by delivering more a complete Fluid solution with additional capabilities not present in the earlier versions. Now users can do more transactions using their handheld devices at the point of use. If you haven’t considered a license for Mobile Inventory as yet, we hope this blog helps to see how you could gain more efficiency and productivity for your Inventory users. With the fully functional Fluid Mobile Transactions Warehouse Staff now can do many Inventory transactions by using their hand held devices without being tied to a desk or workstation. The Fluid Mobile Inventory transactions currently available are: Adjustments Bin to Bin transfers Delivery Delivery Cart Fulfillment Inquiry Item Stock Inquiry Manual Count Put away  Receiving a PO Picking Feedback Xpress Issue Adhoc Receipt Guided Count Count by Location Count by Item Par Count Ad-hoc Par Count These day-to-day transactions may consume a significant amount of time and effort of the warehouse staff. Adopting to mobile transactions could increase productivity and a decrease in errors by enabling scanning as opposed to manual data entry PeopleSoft Mobile Inventory Management is written using PeopleTools and uses the PeopleSoft Fluid User Interface. Since Mobile Inventory is written in PeopleTools, it is flexible so that you can add or change the user interface (UI) that appears on the mobile screen. Also, the use of PeopleTools allows Organizations to customize existing mobile transactions or create new capabilities that are necessary to their business. By Enabling Mobile Inventory Management organizations could increase their staff productivity. The use of mobile devices results in, Data accuracy Mobility and convenience Streamlines movement, counts, and inquiries while reducing human errors. Real Time Data validation Use of Barcode scanners to speed up the process and also reduces data errors. You can run PeopleSoft Mobile Inventory Management in real-time connected mode on any rugged mobile device that uses Android with the Chrome browser, or Apple iOS operating systems. Manufacturers of such devices, such as Motorola/Symbol, Honeywell, and Intermec, support the most popular data collection devices used in warehouse environments. You could get more details on how to implement PeopleSoft Mobile Inventory in the PeopleBooks! Mobile Inventory Management Overview Watch Demo on YouTube

PeopleSoft has significantly improved its offering to the Mobile Inventory Management product by delivering more a complete Fluid solution with additional capabilities not present in the...

Asset Lifecycle Management

PeopleSoft Applications Update - 55 Features, 2 New Links, and You!

To state the obvious, one of the great things about continuous delivery is that there’s always new functionality coming out.  In the past, we had to wait years to announce the delivery of new features in a release.  Customers had to wait even longer to upgrade, adopt, and use the features.  Not anymore. What’s New? Just in the first 5 months of this year, we shipped 6 images, containing more than 55 new features.  Some of the most exciting include: Enhancements to our highest profile Fluid UI capabilities in HCM, including the ability to clone a position through Guided Self Service, enhancements to Candidate Gateway, and more tabs, tiles, and configuration capabilities for Employee Snapshot.  Improved integration, such as between Time and Labor and Absence Management; improved operational tools, such as the GP Core Cobol Trace Tool, and improvements that were prioritized directly by customers, such as enhancements to ePerformance. Great new Fluid UI capabilities for Financials and Supplier Relationship Management, including the new Fluid ‘My Work’ Workcenters for Accounts Payable and Accounts Receivable, the Supplier Portal for public access which extends the intuitive Fluid experience beyond the four walls of our customers and out to their suppliers, and customer requested enhancements to the highly popular Fluid Expenses. Powerful new frameworks that extend and increase the value of the individual application features, including the Configurable Analysis Framework (HCM), Fluid Forms and Approval Builder (ELM, CRM), and the new Common Discussion Framework (FSCM). And that's just scratching the surface.  Visit the Cumulative Feature Overview Tool (www.peoplesoftcfotool.com) for the full list of what’s available now, and the Planned Features and Enhancements page on My Oracle Support (doc id 1966243.2) to see what we plan to deliver next.  There are some very exciting features in the works…from Employee Onboarding in HCM to Fluid eBill Payment in Financials and Supplier Scorecarding in Supplier Relationship Management.  What’s Available In Fluid? Customers know they can get the full list of delivered features from the Cumulative Feature Overview Tool, but one of the common questions we get is ‘Where can I see everything that is available in Fluid?’  There is now a great resource to answer that exact question.  From the Fluid User Interface Concept Page on the PeopleSoft information portal (www.peoplesoftinfo.com), there are links to two new documentation resources.  Bookmark these, we’ll update them with every Update Image, so they always provide a current list. Financials & Supply Chain Fluid UI pages HCM Fluid UI pages What Do You Think? Lots of customers are now interacting with us through the Idea Spaces in My Oracle Support.  We have more than 1,000 ideas and more than 7,300 participants.  Join the discussion, vote, share your use cases, and weigh in on what you’d like us to work on next.  We’ve already delivered more than 50 features that either came from the Idea Spaces or were voted to the top of the list, in just the 15 months since we started using this new platform.  Get engaged, your idea could be the next one we put on the roadmap!

To state the obvious, one of the great things about continuous delivery is that there’s always new functionality coming out.  In the past, we had to wait years to announce the delivery of new features...

Magic Ingredients of Modern PeopleSoft @India SIG 17

It’s no secret that the world around us is changing and changing fast.  Factors like technology disruptions and the changing workforce demographics is pushing our customers to not just adopt new technologies but also re-think and evolve their operating models and business processes. With concepts like continuous delivery and tools like PUM and FLUID, PeopleSoft is evolving too. This year at PeopleSoft India SIG'17, we chose the theme of change and evolution to share the magic ingredients of our success with our customers and partners.  In its third-year, India SIG'17 was sold out with over 100 registrations across 30+ customer and partner organizations. PeopleSoft India SIG is an annual customer and partner meet hosted by PeopleSoft Product Development. SIG'17 was opened by Pramod Agrawal (VP – Development) and Srilakshmi Ramachandra (Director – Strategy) with an energizing keynote covering PeopleSoft's investment strategies and how customers can benefit from our ongoing innovations. The keynote rightly set the tone for two days full of strategic, functional and technical discussions. Day One started with a spotlight on PeopleTools where our presenters demonstrated the new capabilities like Cloud Manager, Elastic Search, FLUID Enhancements, Simplified Analytics and more. The team lead by Deepankar Narayanan (Senior Director – PeopleTools), Biju Narayanan (Group manager – PeopleTools) and Ramasimha Rangaraju (Director – PeopleTools) used a captivating interview model for their presentations and ensured that every question the audience could think of - was answered. The audience really engaged in a session on User Centric Designs. Our in-house usability experts Bharathi Mani and Alan Leonard shared the magic ingredient behind the FLUID UI Success and the PeopleSoft design philosophy. This was followed by a hands-on session where the audience was divided into teams and assigned a design challenge based on their area of interest. It was exciting to see the teams defining user personas, writing user stories and sketching navigation flows for the assigned challenges. Some of the teams were even able to come up with working prototypes of their solutions in less than an hour! Day Two began with yet another interactive and engaging session where our Scrum Masters Vijayachandra K. Hanumantharao and Sreejith N. Thikkalveettil shared yet another magic ingredient behind the new age PeopleSoft. They introduced the audience to PeopleSoft continuous delivery with AGILE development through some hands on, fun activities. The session was followed by a presentation by one of our esteemed customers - HAYS, on their strategy to continuously consume the continuous delivery of PeopleSoft features. The HCM sessions opened with a power packed keynote by Divkiran Kathuria (Senior Manager – Product Management) on how the world of work is changing and its impact on the modern organizations. The HCM Product Management team adopted the role playing method by acting as employees of a fictitious organization named SIG Inc. and demonstrated features like Fluid Candidate Gateway, Mobile Learning, Employee Snapshot, Fluid Company directory, Fluid HRHD Self Service and more to depict how PeopleSoft can help the customers achieve their organization goals. The Payroll team charmed the audience by presenting a short feature video that took the audience through a typical day in Payroll Administrator’s life and illustrated how PeopleSoft Global Payroll can help you resolve your payroll woes using functionality like Fluid Banking, Cobol Trace, Element Browser, Self Service Reporting Framework and Mobile Payslip. The demos were followed by a sneak peak of our future roadmap by Murali Vemaraju (Director – Product Management) and Pravas Bhagat (Group Manager – Product Development) The FSCM break out track started with a Feature highlight and Roadmap overview by Christopher Bharath (Senior Director – Product Development). This was followed by Sudarshan Tadipatri who spoke about the theme for the Supplier Relationship product and demoed the “Fluid Comprehensive Supplier Portal” feature. Vishal Khanna gave an insight into various analytics that have been built in Project Costing, followed by the “Fluid Resource Profile” feature. Sriram Sadagopan presented the “Fluid Payment Request” feature, taking customers through creation of a payment request using the activity guide framework. These features were well received and customers realized the ease of use and productivity gain that they could achieve. The magic ingredient of FSCM breakout was the much awaited GST session which enlivened the afternoon proceedings. While Sriram demoed the tool for GST setup, tax determination and calculation in the Order to Cash and Procurement to Pay cycles, our GST functional expert Mohan Rajan, addressed the questions of customers around their specific business cases. India SIG’17 turned out to be a complete blockbuster that brought the PeopleSoft Community in India together and delivered the ultimate attendee experience through our bite-sized magic ingredients. A big Thank You to all our customers and partners who made it a grand success and looking forward to see you all again at the 2018 edition! Blog Contributor:  Divkiran Kathuria

It’s no secret that the world around us is changing and changing fast.  Factors like technology disruptions and the changing workforce demographics is pushing our customers to not just adopt new...

Human Capital Management

Get More With the Time and Labor Manager Self Service Fluid Pages

  Oracle delivered new Time and Labor  Fluid pages for Employee Self Service in PUM Image 9, but customers  asked, “What about Fluid self service pages for the  manager?”  In PUM Image 22, we delivered those Manager Self Service pages in the form of the Report Time, Weekly Time, Payable Time, and Leave Balance pages.    Additionally, customers will also see a few other enhancements such as:  The Manager Self Service pages use the Employee Self Service pages.  This means that the updates that we made to the layout of the manager self service page will also be reflected in the employee self service page.  The following is an example of what the Employee Self Service Report Time page looks like once the PUM 22 changes have been taken. Notice that the fields go from a one column layout to a two column layout and the Submit button has been moved.  These changes make the pages consistent with newer Fluid pages being delivered. New Navigation Collections have been delivered for both Employee Self Service Time and Manager Self Service Team Time. These Navigation Collections allow a user to view the page they are working on along with the other Time related pages that they have access to. A new sliding Navigation Collection bar.  This will be used when a page shown within a navigation collection already has a two panel layout.  Normally when using a navigation collection, it is in the left hand panel.  If a page already has a left hand panel this will cause a collision.  We have introduced a new sliding left hand panel for the navigation collection. These are just 3 of the added benefits you get when taking the new Fluid Manager Self Service pages beyond the new pages themselves.  To see more information on the new fluid pages you can view the Video Feature Overview here:   https://www.youtube.com/watch?annotation_id=annotation_4128506025&feature=iv&src_vid=Ncas8-sZnb4&v=3aPwmrpDy7k

  Oracle delivered new Time and Labor  Fluid pages for Employee Self Service in PUM Image 9, but customers  asked, “What about Fluid self service pages for the  manager?”  In PUM Image 22, we delivered...

Supply Chain

Did You Know…? Easier Item Master Creation and Maintenance Using Item Templates!

The Item master is one of the foundation stones for all the Supply Chain products in any ERP suite of products. The number of items in the Item Master depends on the nature and size of business. The count of Items in an organization’s portfolio could run from few hundred to hundreds of thousands. Every Item Master needs periodic cleanup and updates at some frequency based on the needs of an ever-changing business. Some industries could demand the daily activity of adding new Items and modifications of the attributes of existing items. The cleaner the Item Master the less chance of mistakes and the wrong product pulled for internal or external use.  Adding Items and maintaining correct and up-to-date attributes is part and parcel of Inventory management. If done manually, maintaining the Item Master is a cumbersome activity for inventory Managers.  Errors in Items or attributes could mean a loss of inventory value, unwanted stock or Inventory shortages of required items. At some point, internal audits may trigger a recommended item master clean up  to weed out the redundant items from the “active” list, a review of alternate items that truly are a substitute or replacement for a requested item and several other Item-related issues that deed addressing. In most organizations this is a planned activity Inventory Managers will do on a regular basis and dedicate resources to review the content of the Item Master list and make the necessary corrections on a regular basis. Frequently in any organization there could be daily requests to add more Items to the Item Master from various groups. Manual entry of all the attribute field values while creating a new Item for the Item Master would call for adding information  on 20 to 30 pages which is a certainly a cumbersome task. Many times the staff will simply try to add just the basic minimum required fields/attributes for new Items to complete the addition of a new Item in a timely manner. Businesses in expansion mode may add new Business Units/Warehouses and require Inventory Managers to quickly load the Items stocked to the new Business Unit/Warehouse to start up the operations. In order to push the Items into the new Business Unit/Warehouse and to populate the Item Master the managers need powerful and time-saving tools to handle this complex task. PeopleSoft Inventory provides a powerful tool “Item Master templates” for making the task of adding new items less of a manual effort for populating and maintaining your Item Master.  By leveraging these Templates, an organization can create business-specific data entry pages with only the information important to their business.  The Template can be configured to have default values automatically populated into the various fields, thus eliminating the need for manual data entry and might remove the possibility of data entry errors. For downstream changes and maintenance, using the “Change List Template” Item Master maintenance may be done with considerable ease when compared to manual efforts.  The “Change List Template” functionality enables the mass update of Item attributes to all Items or a range of items matching the specific selection criteria. A step-by-step guided discussion of the setup for Item Add and Item Change Templates is provided in this section of the PeopleSoft Managing Items PeopleBook: Understanding Configurable Item Templates

The Item master is one of the foundation stones for all the Supply Chain products in any ERP suite of products. The number of items in the Item Master depends on the nature and size of business. The...

The Collaborate 2017 Experience

This week, I participated in one of my favorite Oracle user group events, Collaborate2017, in Las Vegas NV. The tagline for this event is “Where Oracle business application users and decision makers conquer challenges together” which quite accurately reflects why I enjoy presenting to this community, it allows me to engage with the varied Oracle user community at large, and witness first-hand the positive energy around all-things Oracle. This year’s event consisted of 1,250 education session which included 160+ PeopleSoft education sessions with 40 sessions directly from the Oracle PeopleSoft team. We presented to attendees from all 50 states and 22 countries, across all industry verticals, a total of 4,200+ participants. Paco Aubrejuan kicked off the week featuring today’s PeopleSoft as intuitive, powerful and on the cloud. The three takeaways for this standing-room-only keynote are as follows: The PeopleSoft team has been very busy modernizing the application and user experience The majority of our customers are migrating onto our single codeline and taking advantage of selective adoption Deploying PeopleSoft to the Oracle Cloud improves business agility, business continuity and lowers costs/risks Rebekah Jackson (VP Product Strategy) subsequently delivered the applications road map and investment update, where she was presented with the well-deserved Distinguish Service Award for promoting and supporting our PeopleSoft community in partnership with Quest . I had the pleasure of sitting with Carole Owens, Executive Director Supply Chain Shared Services/ERP, Adventist Health System who shared with me the following “As a member of the Oracle Customer Advisory Board, I make it a priority for myself and my team to regularly participate in user group conferences like COLLABORATE. Not only is it an opportunity for us to network with other users who are working through the same challenges and opportunities as us, it gives us a chance to understand the available solutions that we can leverage going forward in our business to make things more intuitive for employees across our system. For example, today we are working to implement the PeopleSoft Fluid User Interface, and conferences like COLLABORATE give us an opportunity to see that interface in action and make informed decisions about which objects will benefit our employees the most. Hearing from others in our own and varying industries allows us to make the best investments for our organization. “ What a great way to launch the Collaborate2017 week! Due to the varied nature of the Collaborate participants, conversations before, during and after the sessions force us strategists to really stretch our comfort zone. We are all tenured PeopleSoft professionals, and engaging with the like-minded is fun and easy, right? We welcome the Collaborate participants to inject fresh perspectives and new challenges, necessary to allow us to continue to thrive in this vibrant Oracle ecosystem. Nowhere is that more evident than the Exhibit Hall. Engaging 1:1 at the PeopleSoft demogrounds allowed me to hear firsthand how our customers are optimizing their investments in PeopleSoft, and quite frankly, interested in continuing to support this investment strategy by way of additional licenses. We now have a dedicated PeopleSoft Digital Sales organization, and all customers are encouraged to reach out and (re)introduce themselves via licensesales-naa_us@oracle.com The rest of the week was a blur of road map presentations, tips-n-tricks sessions, open panel discussions, and informal gatherings. Given the geographical dispersion of the Oracle employee community, the camaraderie amongst us really comes to life at an in-person event like Collaborate2017. It’s not our customers job to fully understand the internal organization and workings of Product Strategy, that’s our job, and we’re only too willing to jump into semi-processed conversations and finish eachother’s discussions, whether they originated in payroll and ended up in treasury, or whether it was to listen to a reverse-engineered flow starting in projects and ending in procurement. We’re all here for you, and working together is what we’re best at. Until we re-engage with you at ReConnect2017 (Rosemont IL, July 18-20 2017), OOW2017 (San Francisco CA, Oct 1-5 2017 ) or Collaborate2018 (Las Vegas NV, Apr 22-26 2018), keep us close to you and your PeopleSoft investments by way of Community Spaces, Quest webinars, special interest groups, email, phone call, stay in touch!

This week, I participated in one of my favorite Oracle user group events, Collaborate2017, in Las Vegas NV. The tagline for this event is “Where Oracle business application users and decision makers...

Oracle Lifetime Support Document Updated For PeopleSoft – April 2017

Ongoing Investment Oracle’s commitment to PeopleSoft remains strong. Oracle’s PeopleSoft team is delivering on its commitment of ongoing PeopleSoft investment. This is seen in the continuous delivery of new features and functions via PeopleSoft Update Images. Through the first quarter of calendar year 2017, over 750 features have been delivered for the PeopleSoft applications since the general availability of PeopleSoft 9.2 in March of 2013. That is equivalent to a major release’s worth of new features. However, the continuous delivery model has made these new features available sooner and PeopleSoft Selective Adoption has made these new features easier for customers to consume. You can and should see what those features are in the Cumulative Feature Overview tool and on the PeopleSoft YouTube channel. Support Commitment Oracle’s commitment to PeopleSoft goes beyond its commitment of ongoing PeopleSoft investment. Oracle is committed to the long term support of PeopleSoft. In January 2016, I wrote the blog “Oracle Lifetime Support Document Updated for PeopleSoft – January 2016” announcing the clear establishment of Oracle’s commitment to support PeopleSoft HCM and Financials (FMS/ESA/SCM) 9.2 “through at least” December 2027. At that time support was in the form of Oracle Premier Support through 2024 with Oracle Extended Support through 2027. Today I am pleased to announce another change to Oracle’s Lifetime Support policy for PeopleSoft applications that further illustrates Oracle’s commitment to PeopleSoft. As of April 2017, the Oracle Premier Support end date for PeopleSoft HCM/ELM and Financials (FMS/ESA/SCM) 9.2 as well as Campus Solutions 9.2 has been set to December 2027. This moves the existing committed support date of “through at least” December 2027 from Oracle Extended Support to Oracle Premier Support. As part of this update, Oracle Extended Support is indicated as “Not Available” for PeopleSoft HCM/ELM and Financials (FMS/ESA/SCM) 9.2 as well as Campus Solutions 9.2. These Oracle Support policy changes are documented on page 9 of the updated Oracle Lifetime Support Policy for Oracle Applications and shown below. These changes eliminate any questions about the differences in the level of support between Oracle Premier Support and Oracle Extended Support, remove any uplift fees associated with Oracle Extended Support, simplify support by focusing on a single date – December 2027, and align Oracle support policies for PeopleSoft with that of other Oracle applications. Future Support of PeopleSoft Oracle also understands that as time passes and the above dates approach, customers continuing to use PeopleSoft applications will need a better understanding of their support timeline horizons. The current December 2027 date is NOT an end of life date for PeopleSoft. There are NO plans to end investment or de-support PeopleSoft. Support dates are evaluated for update annually by Oracle’s PeopleSoft team. Based on the needs of PeopleSoft customers and market activity, extensions to support dates are considered. Support for PeopleSoft applications will be provided through at least the dates listed in the Oracle Lifetime Support Document; they can only be extended in the future and not reduced.

Ongoing Investment Oracle’s commitment to PeopleSoftremains strong. Oracle’s PeopleSoft team is delivering on its commitment of ongoing PeopleSoft investment. This is seen in the continuous delivery of...

Procurement

Using The Procurement Card Functionality in PeopleSoft Procurement for Small Purchases

In most organizations the Procurement department acts as a nerve center to supply goods and services to various departments and users. Often the Procurement Manager and his or her team are responsible for big dollar expenditures to keep the organization marching towards its business goals. Top management in every organization strives to maintain stringent procurement policies to ensure there are no leaks and the purchases are done at the best value proposition point. Often these procedures and policies increase procurement lead times, prevent making cash/card purchases, and makes the process very formal. Though these controls are essential for large spend, small purchases needed by employees are often neglected, which may impact their productivity. At the same time, spending time and effort on small purchases would definitely be a strain on purchasing team resources.   Consider a lab technician requesting a chemical sample worth $10.00 for an urgent experiment and having to wait 3 days for that request to be processed through the same purchasing procedure used for large capital spend. Frustration may occur on both sides as priority may be given to large purchases rather than an individual request. There could be many day-to-day business needs of individuals in various departments amounting to small dollar expenses, but that need to conform to stated policies and processes.   PeopleSoft offers an excellent way to deal with these situations using Procurement Cards, sometimes referred to as a P-Card. Many of PeopleSoft Customers, especially those in Higher Education and Public Sector, use this facility and boost their productivity by avoiding cash purchases. The first step towards this journey for a PeopleSoft customer is to make a strategic decision to implement Procurement Card capabilities for key employees in the organization. The P-Card feature is robust and very secure and would help save valuable time and effort for the Procurement team.   The decision-makers of the organization would identify key employees who could be given P-Cards and also negotiate with Banks for credit cards (Visa/Master) that may offer best return and benefits. Employees who wish to use P-Card for their requisitions or purchases could also request for this provision.  Most organizations already have a corporate credit card policy for their employees so a Procurement card becomes an extension of that service.   As part of implementation the System Administer would perform a one-time setup. Once the setup is complete, Employees with P-Cards would be able view their card details and further personalize their own defaults. The card number would default from the requester profile or from the vendor, to facilitate a more streamlined process flow.   P-Card features offer many controls and safety mechanisms to ensure the P-Cards are utilized for genuine business transactions rather than personal purchases   • The card numbers are masked for security reasons.   • The card numbers are stored safely through encryption.   • Proxies could be defined for who can approve the transactions.   • Card Maximum Allowed Spend limit could be custom defined by working with card issuer.   • Specific merchants may be blocked so Procurement transactions cannot be made.   • PeopleSoft has another safe feature called the ghost card. With ghost cards, when a purchase order is transmitted from PeopleSoft eProcurement to MarketPlace (to the vendor), the P-Card number is not transmitted. Instead, the vendor is directed to use the P-Card that is on file. This ensures safer electronic transmissions because the P-Card number is not contained in the transaction.   These security features ensure Employees who are custodians of P-Cards can make transactions safely and also ensures Organization controls are enforced to avoid misuse of cards.   Companies are reluctant to use P-Cards as they envision problems in keeping track of pay by dates, amounts, spend limits, and submitting the expenses to the Accounting department in a timely manner. Use of the P-Card feature addresses all these concerns through the automatic uploading of statements. In the event there are any errors encountered while uploading the credit card statement lines, the lines would be posted to the “correct error” page where it could be addressed by someone. P-Card transactions can be reconciled against voucher transactions to ensure all the payments happen in time.  Though a large number of statement lines may get uploaded for a monthly statement, the Reconciliation capability makes it convenient for users employing data chunking, sort, and find options within the data display. The P-Card facility can also be extended to Requesters by allowing them to enter their P-Card number at the time they create their Requisitions. Purchasing departments could then buy items for the Requester and transactions would directly hit Requestor’s Card which would ensure accountability on department spend. The P-Card can also enforce commitment control and budget regulation so these small purchases are made within the stipulated budget. There are several standard reports available for the users to generate to review P-Card activity.   P-Cards help organizations to save precious dollars by taking advantage of early payment discounts, P-Cards reduce time and cost of procurement of goods and make the payments a lot easier. P-Cards facilitate spend tracking by supplier just by doing few setups. Surely P-Cards is a win-win strategy for enterprise organizations, employees and vendors. It also promotes business for VISA/Master card issuers!  

In most organizations the Procurement department acts as a nerve center to supply goods and services to various departments and users. Often the Procurement Manager and his or her team are responsible...

Supplier Lifecycle Management

Oracle PeopleSoft Releases First Non-PeopleSoft User Fluid Application to Collaborate With Your Suppliers in PeopleSoft Update Image 9.2.23

The Public Supplier Portal Many organizations wish to provide access for their Suppliers using a Portal that is accessible from their company website. The Portal provides information to the public on how to do business with the organization and can expose information suitable for viewing by users who do not have a login and password. The PeopleSoft Fluid Supplier Portal can provide organizations the ability to provide an easy-to-use and simplified familiar tile-based navigation for both “Guest” and “Credentialed” users.The “Guest” user access is usually accessed from a Procurement Organization’s website. We call this the “Public Portal Page” and it offers access to information on how to do business with the organization, public Bidding Opportunities, Registration Options, Announcements, an Event Calendar, and more  When you click the Welcome tile, a page is opened that greets Guest users and provides information on the Procurement Organization’s business goals, culture, and how prospective Suppliers may apply to become part of their Supplier population. Each Homepage Tile displays information that will enable a non-PeopleSoft User to quickly find the information they may need to apply for Supplier or Bidder status or view any Public Bidding Opportunities. An intuitive and familiar user experience, similar to what anyone may see on their own personal devices, allows access to information by simply tapping on the Tile. For instance, Registration Options are presented with an explanation of what is required to complete the Registration form. Here’s what a user will see after clicking on the Registration tile.  Registration choices are available for the users to register as a Bidder or Supplier. The registration process requires users to enter their company details and tax identification details. The Public portal allows users to bid for an event even before becoming a supplier which helps the Buying organization receive quotes from many new players in the market. Here’s what a user will see after clicking on the Event Calendar. The Event Calendar will present important events targeted to the Public, or by using a flag on the event you can restrict the display so that certain events are only seen by credentialed suppliers who have been approved by the Procurement Organization. With the Supplier Portal, Procurement Organizations are able to reach a larger number of prospective Suppliers at very low cost with electronic media and web access, freeing up their internal resources for value added tasks. Once a potential Supplier registers on the portal, and has their application approved, they become a credentialed user and are given a secure login. The Secure Supplier Portal As mentioned earlier, the credentialed user access is accessible after a user submits a Supplier or Bidder registration request, and once approved, allows suppliers to view their business with the Procurement Organization hosting the Supplier Portal. This user accesses the Supplier Secure Home Page on the Supplier Portal. On successful login, the user enters the Supplier Secure Homepage where Suppliers may transact self-service collaborative business activities. This page presents Bidding Opportunities, metrics on performance such as Unacknowledged PO’s and Overdue Shipments, the ability to manage their Company or User Profile, and much more. Here’s what a Supplier or Bidder will see after clicking on the Bidding Opportunities Tile. After accessing the Bidding Opportunities Tile, not only will it show the Public Bidding Events, but also the Bidding Events where the Supplier was sent an invitation to participate. A Supplier would be able to view Bidding Events for which they are invited as well as any Public Bidding Events. Event details opens up all required information for the supplier to respond directly from this page. For Suppliers contemplating doing business with a Procurement Organization, the Public and Secure Portal Homepages provides easy access even for users who are not familiar with the PeopleSoft user experience and terminology. The Homepage provides a familiar navigation to all aspects of the business a Procurement Organization wishes to expose to their Suppliers. Secure access to only the Supplier’s Business with the Procurement organization supports self-service collaboration that will free valuable internal resources for value-added activities. 

The Public Supplier Portal Many organizations wish to provide access for their Suppliers using a Portal that is accessible from their company website. The Portal provides information to the public on...

Human Capital Management

PeopleSoft Customer Engagement in 2017

As customers moved to the 9.2 release, one of the biggest challenges they experienced was keeping up to date with what PeopleSoft was making available with new technology and application features on a continuous basis.  This challenge sparked a top-down commitment to use multiple avenues of communication to engage PeopleSoft customers on a regular basis, including using tools such as this blogging platform, popular social media outlets like Twitter and Facebook, the My Oracle Support customer community Discussion and Ideas Spaces, Webinars/Webcasts, PeopleSoft Talks and Spotlight Series via YouTube, and of course user conferences such as Alliance, Collaborate, and Open World.   Speaking of which, the Alliance conference last month in Las Vegas sponsored by our active Higher Education User Group (HEUG) and Public Sector User Group (PSUG) drew nearly 4,000 customers over 4 days of PeopleSoft content and conversations.  The majority of the attendees represented customers that were already on our latest 9.2 release and looking to make the most out of new technologies and features such as Fluid self service, Fluid Navigation Collections, PeopleSoft Lifecycle Management tools, Elastic Search, and PeopleTools 8.55 functionality.  At least a half dozen customers (including McMaster University, TCU, University of Amsterdam, University of Chicago) showcased their deployment of Fluid in their production environment and shared how Fluid has helped to advance their internal HR initiative for modernization and self service.  There was also a lot of interest around how to maximize Fluid capabilities (either delivered or custom), how to make the most of Selective Adoption to stay current and cherry pick new features throughout the year, and best practices around deploying manager guided self service.  We also announced that we will be delivering live, monthly webcasts to the entire HEUG/PSUG user group community on a variety of PeopleSoft and HRIT topics that members value the most.  Coupled with the live webinars our team already plans to do through My Oracle Support Advisor Webcasts, Quest, and OHUG, we expect to reach over 3,000 customers live and hundreds more with the recorded option this year alone. Don't fret if you missed Alliance because there are plenty of options to get connected through conferences in 2017.  Here is a quick list of some noteworthy upcoming conferences and meetings: Feel free to track everything happening at conferences via Twitter by following us @PeopleSoftHCM The PeopleSoft YouTube Channel is a great place to find videos on all the latest features and technology investments we are making in the product for you. And finally, be sure to navigate to the Planned Features and Enhancements Center via www.peoplesoftinfo.com to stay up to date on all the latest roadmap features.

As customers moved to the 9.2 release, one of the biggest challenges they experienced was keeping up to date with what PeopleSoft was making available with new technology and application features on a...

Asset Lifecycle Management

Preparing PeopleSoft Asset Management and Lease Administration for the New Leasing Guidance

In 2016, the IASB and FASB (the Boards) issued new accounting guidance specific to leases. Although the Boards reached consensus on key issues, such as requiring leases to be reported on the balance sheet and the initial measurement of lease liabilities, there are differences between the two accounting standards, most notably as it relates to lessees. FASB adopted a dual-model approach for lessees (finance and operating lease classification); while the IASB determined that a single-model approach (finance only) provides greater merit for lessee agreements. PeopleSoft has been actively working on enhancements that directly impact PeopleSoft Asset Management and PeopleSoft Lease Administration, formerly Real Estate Management. The development approach has been organized into 4 phases. Phases 1 and 2 were delivered in Update Images 10 and 19, respectively. These enhancements serve as the foundation for the Phase 3 and 4 enhancements that intend to specifically address the accounting requirements in the new standards (ASC 842 and IFRS 16). Enhancements in Update Image 10 included adoption of the financials audit framework, supplemental data, and lease data import. The Update Image 19 enhancements expanded existing functionality in PeopleSoft Lease Administration to include leasing for equipment and other asset types, as well as tighter integration with PeopleSoft Asset Management. For a list of enhancements delivered in Phase 1 (Update Image 10) and Phase 2 (Update Image 19), please refer to the Cumulative Feature Overview. Phases 3 and 4 plan to address topics such as lessee accounting pursuant to the new leasing guidance, transition, and migration of all leases to a single data model. Phases 3 and 4 are targeted to be released within the next 12 months. All enhancements are planned for 9.2 only. The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

In 2016, the IASB and FASB (the Boards) issued new accounting guidance specific to leases. Although the Boards reached consensus on key issues, such as requiring leases to be reported on the balance...

Human Capital Management

Payroll for North America (ePay) makes tax season a little easier

It is that time of year where you need to complete your U.S. Individual Income Tax Return (IRS Form 1040).  All tax returns are must be postmarked by April 18th, 2017.   You sit down to the table to start working on your return and realize your Form W-2 (Wage and Tax Statement) is not with your other documents.  What do you do?  The answer is simple.  You log on to PeopleSoft Employee Self Service (Payroll for North America/ePay) to obtain a copy of your form.  Your Payroll Administrator can provide you with the ability to grant or withdraw consent to receive your year-end forms electronically rather than on paper, and the ability to view and print year-end forms online.  Workflow will notify you by email when your form(s) are ready for viewing.  You never have to worry about misplacing your W-2 again.  You can simply log on and get another copy. After you complete your U.S. Individual Income Tax Return (IRS Form 1040) you have discovered you over withheld (or under withheld) on your payroll tax withholding.  Adjusting your tax withholding can be done quickly and easily using PeopleSoft Employee Self Service (ePay).  You have the ability to modify/update your withholding for both Federal and State (where applicable) using the actual agency form.  Once you submit the changes you can print or save a copy of the form showing the changes you made.  A copy of the form will be sent to the Payroll Administrator for their records. Your Payroll Administrator has the ability to provide you with additional agency links related to the jurisdiction you are updating.  In this example the Payroll Administrator has added a link to the IRS Website directing you to the IRS Withholding Calculator.  This tool will aid you in determining what your correct withholding status should be.  (Note: You can obtain more information about the online tax withholding process by viewing the PeopleSoft Online Withholding Forms video.) In summary using the PeopleSoft Employee Self Service processes (ePay) will take some of the stress out of tax filing season.  The tax forms you need are just a click away.  The only thing left to worry about is how you are going to spend that refund check. 

It is that time of year where you need to complete your U.S. Individual Income Tax Return (IRS Form 1040).  All tax returns are must be postmarked by April 18th, 2017.   You sit down to the table to...

Financials

Bring in Your Ideas, PeopleSoft is Listening!!

Have you ever wondered about the status of an Enhancement Request (ER) opened with Oracle’s PeopleSoft? Customers have wondered exactly that and they’ve provided feedback that they want to know what other customers have asked for.  Well, we have heard you loud and clear! Join us as we introduce ‘Ideas’ in your Community spaces. The My Oracle Support Community already allows for active collaboration between you, your peers, and Oracle PeopleSoft. Now, we have added the functionality to capture Ideas within the PeopleSoft Product Community Spaces. For the first time, you can have open discussion with other customers on key issues surrounding your business needs and impact and expectations for the applications with improvements for critical business flows. The voting mechanism allows for highly desirable ideas to bubble to the top and any active discussion could allow for greater expansion on the submitted Ideas. The more actively discussed ERs, those with the higher number of votes, will naturally receive more attention by community participants and PeopleSoft Strategy. We are actively monitoring the Idea Space on a regular basis as we determine the roadmap for PeopleSoft. For instance, we have selected some highly desirable Ideas from the PeopleSoft Billing and Accounts Receivables Idea Space and delivered the expansions to customers through the FSCM 9.2 Update Images. The list includes the following: Ability to Turn off or Override Chartfield Inheritance in AR for Specific Tasks (e.g. Write Off's) - Delivered in Image 19 Improve AR Update – Delivered in Image19 Distribute Supporting Documents with Billing Invoices via Email - Delivered in image 20 Attachments Feature for Customer MICR & General Pages MICR Attachments - Delivered in image 21 Add (sub) totals in Entry Currency to AR Aging Reports – Delivered in image 21  Delete Cancelled Bills - Planned for Future Ability to Automatically Email Customer Statements to the Primary Contact - Planned for Future What this means to you You will have a direct path for submitting and sharing Ideas for enhancements to the PeopleSoft FSCM suite of products.  Openly share workarounds or alternatives to the Ideas in order to facilitate your business flow. Get insight to  all enhancements that have been submitted, along with the knowledge of their current status, votes, views, and discussions. The ability to influence functionality and features you need in future PeopleSoft Update Images.

Have you ever wondered about the status of an Enhancement Request (ER) opened with Oracle’s PeopleSoft? Customers have wondered exactly that and they’ve provided feedback that they want to know what...

PeopleSoft Cloud Manager Is A Game Changer For The Functional Team

If you work with PeopleSoft applications more than PeopleTools and the tech stack, you may not have seen or paid much attention to the announcement of PeopleSoft Cloud Manager.  After all, it is technology that helps deploy and manage PeopleSoft environments.  That’s what IT and the technical folks do.  But please don't ignore this one…let me explain why. When we talk with customers, we often hear you are grappling with challenges like: Struggling to keep up with the pace and number of new features being delivered Your IT and line of business need to better communicate and work together You have limited IT resource capacity to support the projects you desire You lack the environment capacity to develop, test, upgrade, train, or explore new features There are too many competing priorities and projects Demands to adopt cloud solutions ‘Do More With Less’ is a cliché (and an all-too-real demand that seems to be constantly pressed upon us), but Cloud Manager literally allows you to do just that.  This is not marketing spin, I’m speaking from direct experience. Prior to 2013, the PeopleSoft team would spend weeks each year budgeting our development and test environments.  Every team had to review their list, justify what they wanted to keep and even more so any new requirements.  Groups were pitted against each other, vying over a finite pool and arguing over which project was more critical.  The demand was greater each year, but the total allocation was less.  In a very real way, environments acted as a physical constraint on our capacity and our ability to deliver, and we spent a lot of time and effort managing that constraint. We don’t do that anymore.  In 2013, when we launched the PeopleSoft 9.2 release, we also rolled out a new internal system that was the predecessor of and the inspiration for PeopleSoft Cloud Manager.  The system provisions PeopleSoft environments dynamically, on the fly.  Through self-service, everyone in the organization can log in and request an environment.  Developers can spin one whenever they need.  Our QA analysts will log in on their mobile devices from home in the morning to request an environment, and when they get to the office it’s up and waiting for them.  My strategy team creates environments for demos as they need them.  When we are done, the environments automatically go away. The statistics are staggering.  We create (and throw away) an average of 250 environments each day, more than 93,000 every year; the average lifespan of an environment is 10 days.  But the business impact is what really matters.  Developers can create new features and support customers faster and more efficiently.  Testers have access to the environments they need, when they need them - and can write automation that will spin up an environment to run a test without any human intervention.  Everyone in the organization can create any environment, with the functional configuration or data or PeopleTools version they need, at any time.  In about 45 minutes. When we saw the results, we knew we had to deliver this capability to our customers.  While most of you will never require the number of environments we do, everyone needs solutions that strip away the constraints on your ability to execute.  You need to respond to the changing nature of your business – whether it affects your employees, locations, product lines, departments, business models, or processes.  You should be able to have as many copies of your development, test, upgrade, training, or demo environments as your business demands.  You should have the capacity to evaluate the new features we deliver and identify which ones will add value for you.  And you need options to use and benefit from the cloud in a way that doesn't require you to abandon your current PeopleSoft applications to move to Software as a Service.   Step 1: Create and name your environment       Step 2: Use your environments To be clear, PeopleSoft Cloud Manager is not magic.  While every customer has access to PeopleSoft Cloud Manager via their PeopleTools license, at no additional fee, the solution specifically works with Oracle’s Infrastructure as a Service.  Your IT organization will have to do some work to deploy PeopleSoft Cloud Manager to an Oracle Cloud instance, setup your environment templates, perhaps 'lift and shift' your existing environments to the Cloud.  There will be some process changes for IT and the line of business to take advantage of Cloud Manager.  It will require some effort to get up and running. But, based on our experience, the payoff for that investment is nearly immeasurable.  The result is more environments, faster, at less cost, and most importantly, a stunningly better ability to execute.  And that directly affects the line of business and the functional application teams. For more information, visit the PeopleSoft Cloud Manager Concept Page or watch the PeopleSoft Cloud Manager Video Feature Overview.

If you work with PeopleSoft applications more than PeopleTools and the tech stack, you may not have seen or paid much attention to the announcement of PeopleSoft Cloud Manager.  After all, it is...

2016 Year In Review, 2017 Looking Forward

2016 was a productive year.  According to the Cumulative Feature Overview tool, we delivered more than 330 features across 20 application Update Images.  Those numbers tell the story of PeopleSoft’s transition to continuous delivery.  We are now delivering more functionality, faster, and perhaps most importantly, with direct customer involvement throughout the entire process. And while those numbers are important, they don’t begin to tell the full story.  What else happened in 2016? We introduced the incredibly popular Image Highlights videos on YouTube.  The first edition, HCM Image 17 Highlights, reached 1000 views in less than 72 hours.  In total, we’ve delivered 10 videos that have amassed more than 31,000 views. 26 new Video Feature Overviews were posted– among the most highly valued content we deliver, based on feedback from customers and the many thousands of views logged. New episodes of our highly acclaimed PeopleSoft Talk series, on topics ranging from strategic investments to technology advancements to application updates across the product areas. 16 customers presented with us on the Fluid User Interface at Oracle OpenWorld, and many more are sharing their experiences, lessons learned, and positive user feedback.  A wide range of customers – United Airlines, Sandia National Laboratories, Clackamas County of Oregon, and many more – are contributing to the Fluid conversation. Customers helped identify real-world Selective Adoption best practices, from technology, test automation strategies, engaging IT and the line of business together, budgeting approaches, and more.  Alameda County, General Motors Company, NYU Langone Health System, Wells Fargo, and others are sharing their approaches and lessons learned. Most importantly, customers deployed new features using Selective Adoption. For example, Fluid Candidate Gateway shipped (part of Recruiting Solutions) on a Friday in July.  That Monday, Deakin University reviewed a demo of the solution in the Oracle Cloud, and weeks later they were live. Our first customer went live in production on the Oracle Cloud.  Customers and partners (Accenture, Presence of IT, SmartERP – just to name a few) began taking advantage of PeopleSoft on the Oracle Cloud.  Every Update Image is now posted to the Oracle Cloud Marketplace, and many documents, instructions, and trainings were provided – including how to ‘lift and shift’ on-premise PeopleSoft environments to the Oracle Cloud. Customers shared stories on everything from upgrade success, to eliminating customizations, to rolling out new products…and sometimes all three, as Griffith University talked about last fall. We launched the Idea Spaces in March, and saw more than 1000 ideas entered.  Hundreds of customers are voting, commenting, and sharing use cases – and it directly affected what we prioritized and delivered.  For example, three of the features for Accounts Receivable in FSCM Update Image 21 (shipped in October) came from the Idea Space - that’s 6 months from Idea to Delivery. We delivered important new technology capabilities, including Page Composer for Fluid Approvals and support for Elastic Search. But enough looking in the rear-view mirror…let’s turn our focus to 2017 and what we have planned for the coming year.  As you might imagine, there’s a tremendous amount of innovation already underway, and more planned.  Our focus for the new year falls into four main areas: 1. Help Customers Achieve Selective Adoption2016 was the year we turned the corner internally, within development, in terms of delivering features constantly throughout the year.  We delivered a lot, making use of every Update Image to ship new innovations.  So much so that in multiple forums we’ve had customers ask us to slow down, so they can catch up. To that point, while it’s an important milestone for our internal teams to optimize around continuous delivery, the functionality we deliver has no impact unless customers adopt it.  Features must be used to provide value.  So one of our key areas of focus in 2017 is to continue helping organizations make the transition to Selective Adoption in a meaningful way – to define both maintenance and feature adoption strategies that work.  To ensure customers and partners can spread lessons learned and best practices on everything from how to plan and budget to ways IT and the line of business can work together. The good news is that we are well on our way.  In a recent survey conducted by Quest user group, of the customers that had a Selective Adoption strategy in place, 41% are adopting new features.  At conferences, webinars, and through industry user groups, customers are talking about what they’ve tried and what works.  New and innovative ideas are emerging from our customers around ways IT can engage the line of business and together they can determine how to get maximum value from their PeopleSoft solution.  This runs the gamut from simply communicating more often, to leveraging the Update Images to show functional demos, to leveraging the Oracle Cloud to scale out more demo, dev, and test environments quickly and easily.  We’ll be working closely with customers and partners, and looking for ways to enable all customers to set a Selective Adoption strategy that fits their business.Resources: Selective Adoption Concept Page, Quest Content Center: Selective Adoption, Selective Adoption at OpenWorld 2016 2. Get All Customers EngagedThe PeopleSoft community has always been highly collaborative.  One of the things our team loves most is connecting directly with customers, hearing how you use the software, what works, what doesn’t, and where we should focus our investment.  In 2017 we’ll of course continue presenting at Oracle and industry user group conferences.  We’ll increase the amount of web-based and virtual presentations, so that as many customers as possible have direct access to what we are doing and can give us feedback.  We’ll continue to run our product specific Focus Groups and Customer Advisory Boards.  In addition, we would like to invite every customer to engage with us by using the Idea Spaces in My Oracle Support.  Through this platform, every individual at your organization with a My Oracle Support login can suggest new ideas, vote on ideas (you can vote them up as well as vote them down), and even share use cases, screen shots, and collaborate with your peers.  This platform allows every customer to have a voice -- to contribute to the discussion and help us make the most informed decisions around what features and functionality will provide the most value for our customers.  We want to hear from you!  Help us make a habit of taking great ideas, developing them, and delivering them in the span of a few months.  And then using Selective Adoption, we’d love to see you adopt them just as quickly!Resources: Idea Spaces in My Oracle Support Communities, Idea Spaces FAQ (Doc ID 2048019.1) 3. Deliver, Deliver, DeliverWe have many, many new features in progress, and a longer list of things we’d like to deliver this year.  Now that we are in the world of continuous delivery, we are constantly planning what comes next.  Across the pillars, you will see our investments focused in the same areas that we’ve been delivering on for the last few years.  First, highly intuitive solutions accessible from any device.  Second, powerful capabilities for functional users, power users, and administrators.  Third, legislative and regulatory updates across the products for regions and countries around the globe.  And finally, adopting capabilities enabled through PeopleTools and our outstanding technology platform – Simplified Analytics, Related Content, Fluid Approvals, Navigation Collections, and more. To see what we have on the roadmap for the next 18 months or so, use the Planned Features and Enhancements page in My Oracle Support.  The Cumulative Feature Overview tool will tell you what we’ve delivered.  And the Apps Strategy Blog, Legislative Blog, and Technology Blog will keep you informed of important new developments as they occur. Speaking of technology, we plan to deliver PeopleTools 8.56 in 2017.  Among other new capabilities, we plan to introduce what’s currently referred to as Classic Plus, a modernizing face lift to the Classic UI, which will harmonize the user experience between Classic and Fluid pages.  Other planned investment areas in PeopleTools 8.56 focus on enhancements to Fluid, Search, and the Cloud Architecture, including providing Deployment Packages for all Operating Systems.  For a complete list, watch for the posting of the Pre-Release Notes on My Oracle Support. Prior to PeopleTools 8.56, we plan to introduce PeopleSoft Cloud Manager, an incredibly powerful new tool designed to make it extremely easy to create and run PeopleSoft environments in the Oracle Cloud.  From demo environments, to development, test, staging, and production, Cloud Manager enables customers to create environment templates using their own real data and configurations, and then use the templates to create as many live environments as they need, on the fly, and throw them away when they are no longer needed.  We’ve been using an internal system that inspired the Cloud Manager for several years now, and it has fundamentally transformed our development capacity and agility.Resources: Planned Features and Enhancements (Doc Id 1966243.2), Cumulative Feature Overview Tool, PeopleSoft Apps Strategy Blog, PeopleSoft Legislative Updates Blog, PeopleSoft Technology Blog, PeopleSoft Information Portal 4. Tell Your StoriesIt’s exciting for us to deliver new capabilities, but what we care about the most is hearing how the functionality we deliver adds value for you, our customers.  And to be honest, we recognize that while the information we provide is important, knowing what other customers are doing, how they are doing it, what to do and what to avoid, is crucial. We hear so many great stories about what customers are achieving with PeopleSoft.  Adopting new features within weeks of delivery.  Rolling out brand new products to the organization.  Deploying the Fluid UI, with custom branding or an innovative ‘information ticker’ or your own transactions.  Use of Workcenters and Activity Guides and Pivot Grids in novel and compelling ways.  Reducing and in some cases eliminating customizations.  Using the Oracle Cloud to run PeopleSoft for demos, and for production.  And even planning deployments of competitive cloud products and then shifting course and returning to PeopleSoft. These are important stories to tell.  First and foremost, because your achievements deserve to be acknowledged. You should be recognized for the investments you make, the ways you innovate and use the software to be productive and run your business.  And in this age of hype, you deserve to know the real story.  What is driving value, where the challenges are, and what is possible to achieve with your PeopleSoft investment today.Resources: PeopleSoft Information Portal, Quest Success Stories I just sat down with Marc Weintraub in our latest PeopleSoft Talk.  Watch the video for a more complete discussion, and share your inputs too.  Watch the upper right corner of the video for the opportunity to answer some questions and give us your input.  Finally, I’d like to say thank you to the wonderful PeopleSoft community.  We have great customers and user groups that are actively engaged in guiding the direction of the products, a strong portfolio of partners that have deep expertise and commitment to the solution, and an enterprise platform that has never been more powerful.  Our global product team here at Oracle is ready and excited for 2017 and what we can do together this year!

2016 was a productive year.  According to the Cumulative Feature Overview tool, we delivered more than 330 features across 20 application Update Images.  Those numbers tell the story of PeopleSoft’s...

Financials

Great PeopleSoft Sessions, Useful Discussions with Customers and Partners at SANGAM16 (India’s Largest Oracle User Group Conference) in Bangalore, India!

SANGAM is the largest independent Oracle User Group Conference in India, organized annually in November by AIOUG (All India Oracle User Group). SANGAM brings together partners and customers on the same platform. This allows the PeopleSoft team to gain insights from the participants on delivered features and learn from their adoption experiences, the day-to-day issues, challenges they face with the system, and what they like the most about the product. For last two years, PeopleSoft has been actively presenting at the event to maintain outreach activities in the area. This year, SANGAM16 took place on November 11th and 12th in Bangalore, India. PeopleSoft did their presentation on the second day of the event. The PeopleSoft track started with a Product Line Update session by Vice President of PeopleSoft, Pramod Agrawal, followed by a session on PeopleSoft Cloud Manager and subsequent sessions by subject matter experts in PeopleTools, HCM, and FSCM. Customers and partners who participated thoroughly appreciated the selection of topics and were thrilled to know that PeopleSoft has so much more to offer. It was a packed event with more than 67 customers and partner attendees, a 300% increase compared to participation the past two years. PeopleSoft strategy and product management teams showcased the latest and greatest of the features delivered in the recent PUM images (Images 18 and 19) highlighting great collaborative efforts with customers. The Demo session by Tadipatri Sudarshan on Supplier self-registration, Change Request, Supplier 360, and Simplified Analytics for the Comprehensive Supplier Portal presented a robust demonstration of the powerful release 9.2 features. Attendees mentioned that there is so much that PeopleSoft FSCM is delivering which customers haven’t explored. Participants also requested post-conference sessions and webinars to understand how they can leverage these extensive features in their organizations. The sessions on Fluid Payment Request by Sriram Sadagopan covered a live demo of the fluid payment request. The session covered the setup required and the creation of a fluid payment request using the guided activity framework. The sessions on Fluid Expenses by Vishal Khanna covered a live system demo using the Fluid interface showing how the expense report can be entered using small form factors. The presentation covered the Fluid interface, the latest developments in Image 19, and the roadmap ahead. Customers also expressed specific interest in the upcoming feature, ‘Upload Your Receipts via Text Message’ (part of expenses) during the session. FSCM customers also spent a lot of time discussing what PeopleSoft has planned for implementing changes required for supporting GST India requirements. Notably, the attendees discussed with the PeopleSoft FSCM Strategy team involving them in making any product design decisions. SANGAM16 also had presenters from customers and partners this year. These presentations were attended by all customers and other partners and allowed the PeopleSoft community to learn from each other. Chris Couture (a repeat speaker at SANGAM for PeopleSoft) from Ciber Inc. gave a session on ‘User-centric Design and PeopleSoft’. Similarly, Manoj Kumar Modi and the team from Cognizant Technology Solutions presented interesting financial domain knowledge topics like ‘GPC Integration for Higher Education Benefits Realization and Approach’ and ‘New Revenue Accounting Standards and it impact on ERP systems’. Apart from the event, PeopleSoft also had an extremely engaging social media contest during the event where many participants participated and won prizes. The contest included questions associated with sessions conducted on the event day and the most attentive attendees and those who are abreast of the latest in PeopleSoft took away goodies.

SANGAM is the largest independent Oracle User Group Conference in India, organized annually in November by AIOUG (All India Oracle User Group). SANGAM brings together partners and customers on the...

PeopleSoft Partner Summit 2016 Recap

On December 6th and 7th Oracle’s PeopleSoft team conducted the second PeopleSoft Partner Summit in as many years. By all accounts the event was a resounding success. 66 partners from 32 organizations were in attendance (13% higher attendance that the 2015 event). Over 40 hours of content was delivered over two days. The two day event updated partners on PeopleSoft’s key architectural, technology, and functional changes that have changed the way partners deploy, upgrade, and maintain PeopleSoft for their clients. The event also educated partners on the business value of the latest functional enhancements and provided partners with visibility into the ongoing investment in PeopleSoft applications and technology. Based on feedback from the 2015 PeopleSoft Partner Summit, the 2016 event included fewer general sessions (only ½ day) and more interactive break-out discussions by application pillar (HCM and ERP) as well as tools and technology (1 ½ days). Of course it is not all heads down education for the partners, the social reception on the first night of the event was an opportunity for the partners to network with each other and the PeopleSoft team. Event feedback from partners has been extremely positive. Partners were “blown away” by the features and functions being delivered in PeopleSoft (e.g. Fluid UI Forms and Approval Builder) and how quickly they were being delivered. Partners expected a couple of “golden nuggets” of information from the event but “walked away with quite a few more than expected”. A few partners in attendance voiced how they were "reinvigorated" by what they saw planned in the PeopleSoft roadmap. Attendees shared that they “could not wait to get back and tell their clients about everything they can be taking advantage of” and that they “see tremendous opportunities” for their organization with regards to PeopleSoft. Partners were delighted Matt Lee (Group Sales Director – License Sales) from Oracle Digital presented at the “Engaging with Oracle” general session. Matt shared with partners how his team is focused on capturing license revenue and selling PeopleSoft as well as how to work with Oracle Digital during a PeopleSoft license sales opportunity. The Quest International Users Group also presented a general session. They spoke about how partners could work with them to better engage the PeopleSoft customer community and the benefits to the partners working with Quest. Quest manages the PeopleSoft Partner Community Basecamp, which is the virtual community for PeopleSoft partners. In addition to networking and participating in discussion forums relating to the PeopleSoft partner ecosystem, members of this free virtual community are invited to future webcasts delivered by Oracle and other on relevant PeopleSoft topics. The Quest PeopleSoft Partner Community Basecamp is how Oracle continues partner engagement throughout the year and in between in person PeopleSoft Partner Summits. Not only was the event a win for partner but it was also a win for the PeopleSoft team. Partners provided the PeopleSoft team with great feedback on planned roadmap items, validation of the challenges organizations are facing, and an unique perspective on our joint PeopleSoft customers. All-in-all another fantastic PeopleSoft Partner Summit, I’m looking forward to the next one already.

On December 6th and 7th Oracle’s PeopleSoft team conducted the second PeopleSoft Partner Summit in as many years. By all accounts the event was a resounding success. 66 partners from 32 organizations...

Human Capital Management

Great PeopleSoft sessions, discussions with customers and partners at SANGAM16 in Bangalore, India!

SANGAM is the largest independent Oracle users group conference in India, organized annually by AIOUG (All India Oracle User Group). SANGAM brings together partners and customers on the same platform and allows the PeopleSoft team to gain from participants their insights on delivered features, learn from their deployment experiences, and hear what they like the most about the product. This year, SANGAM16 took place on November 11th and 12th in the city of Bangalore, India. Key customer and partner names @ SANGAM16 for PeopleSoft track: The PeopleSoft track started with a Product Line Update session by Vice President of PeopleSoft, Pramod Agrawal followed by a session on PeopleSoft Cloud Manager and subsequent sessions by subject matter experts in PeopleTools, HCM and FSCM. Customers and partners who participated said they thoroughly appreciated the selection of the topics and were thrilled to know that PeopleSoft has so much more to offer. It was a packed event with more than 67 customers and partner attendees which is a 300% increase compared to participation in the last couple of years. The PeopleSoft strategy and product management teams showcased the latest and greatest of the features delivered in recent PUM images (#18, #19). The session on PeopleSoft Cloud Manager kindled the excitement for the day as attendees wanted to learn about the capabilities of the soon to be released PeopleSoft Cloud Manager. Customers and partners particularly mentioned that they were anxious to know more about PeopleSoft on Oracle Cloud and the event helped them gain relevant insights. Subsequently, the sessions on Fluid Candidate Gateway, Self-service Analytics, PeopleSoft Talent Management, and File Integration Framework provided the customers a complete view of capabilities in PeopleSoft HCM for self-service, managers and administrator users. The day continued with sessions by Global Payroll experts for the Element Browser and COBOL Tracing Tool capabilities. Attendees were delighted to know that PeopleSoft is not only investing in delivering new fluid features to meet Payroll Administrator functional requirements but is also delivering features to make day to day life easier for Payroll Administrators.   PeopleSoft Track Collage: SANGAM16 also featured presentations from customers and partners which allowed the PeopleSoft community to learn from each other. Chris Couture from Ciber Inc. gave a session on ‘User-centric Design and PeopleSoft’. During the event, PeopleSoft hosted a social media contest that included questions associated with sessions conducted on the event day.  Attentive attendees and those who were abreast of the latest in PeopleSoft took away goodies. Few testimonials received from participants: “Role playing a story from Fluid Candidate Gateway to Simplified Analytics and ending with File Integration Framework with Benefits as an example, gave us the whole perspective of the current fluid capabilities in store in PeopleSoft...” -  Srikrishnan Balasubramanian - PeopleSoft Practice Lead HCM & Financials, UST Global “Glad we got to meet at Sangam16. Great PeopleSoft sessions and useful discussions with Venkatesh and Srini Prabhakara on the PeopleTools upgrade to the latest version.” -  Jayabalan Nandini - Lead Software Engineer, FTT-HR, Social &Legal Solutions, Franklin Templeton Investments “It was great to be part of the event last week and I must congratulate you for carrying out such large scale event and packing it up with latest knowledge bytes.” -  Rohit Gupta - Senior Manager - PeopleSoft System Accountants, Hays Recruiting Experts Worldwide Many thanks to all the customers and partners who attended. Remember you can follow the PeopleSoft HCM Product Strategy team @PeopleSoftHCM and find out more about what PeopleSoft is doing at www.peoplesoftinfo.com Article Co-author:  Venkatesh Kotikalapudi

SANGAM is the largest independent Oracle users group conference in India, organized annually by AIOUG (All India Oracle User Group). SANGAM brings together partners and customers on the same platform...

Human Capital Management

Fluid Candidate Gateway is Live at Deakin University

Congratulations to our friends down under!  Deakin University is live on Fluid Candidate Gateway! In only about 8 weeks, Deakin went from their first view of Fluid Candidate Gateway to a full implementation of it.  We believe that they may be our first customer to use Fluid Candidate Gateway to give their candidates a true mobile experience. Deakin University, partnering with Presence of IT, was half-way into their Project to upgrade to PeopleTools 8.55 and implementation of Fluid, when they saw the Video Feature Overview (VFO) about Fluid Candidate Gateway.  Presence of IT was able to go to the Oracle Cloud Marketplace and in just a few steps, create an environment that was a copy of the latest Update Image that had just shipped to show Deakin University the possibilities of Fluid Candidate Gateway.  Learn more about PeopleSoft on the Cloud.  The work effort was estimated to be roughly 5 functional days plus 10 technical days.  Jane Hayes, Business Analyst with Deakin, states, "Outside of ensuring the Deakin customization could work in Fluid CG, it was a relatively straightforward process of documenting our Business Requirements and then testing.  As with all fluid environments, testing is greater as we needed to test everything in Candidate Gateway on a desktop, then on a tablet, then on a phone to ensure it worked for all users and all devices. But it was worth it!  She continues, "I love it! It's so exciting to be able to provide our potential applicants with a modern, intuitive view of Deakin." View Deakin's job site. 

Congratulations to our friends down under!  Deakin University is live on Fluid Candidate Gateway! In only about 8 weeks, Deakin went from their first view of Fluid Candidate Gateway to a full...

Human Capital Management

Recruitment Diversity Overview Analytic

Whether your Recruiting Administrator is reviewing recruitment diversity data for a special initiative, EEO request, or diversity program, gathering that information usually requires effort and time from your PeopleSoft staff.   If you wanted to view all of the diversity information for your applicants, you had to create four separate queries or a complex SQR.  Well, now with the new Recruitment Diversity Overview Analytic delivered in PI 19, your Recruiting Administrator can have this data available at their fingertips.  This is the first of three anticipated analytics just for recruitment that gives your organization an overview of their applicant pool.  Additional analytics are anticipated to focus on the application.   Due to the sensitivity of this information, this analytic is only delivered for the Recruiting Administrator role.    For performance purposes, a table is created to hold this data.  You can automate the creation of the table and also allow your Recruiting Administrator to create the table on the fly for the most current data. The Recruiting Administrator can add the analytic directly to the Recruiting Homepage. One of the advantages of a PeopleSoft delivered analytic is that you can use the facets on the left side to filter, slice, and dice the information giving you a lot of flexibility in your reporting. The Overview analytic can be sorted by job opening, job code, and job family to just name a few.  You can even download data to Excel. Happy slicing and dicing!!

Whether your Recruiting Administrator is reviewing recruitment diversity data for a special initiative, EEO request, or diversity program, gathering that information usually requires effort and time...

Heard @ Oracle OpenWorld: PeopleSoft on Oracle Cloud Enables Extreme Agility

Cloud is an interesting topic for PeopleSoft customers.  ‘Cloud’ has often been used as a synonym for ‘Software-as-a-Service’…and that means for many, Cloud can be perceived as a threat to PeopleSoft investments.  Of course, most of us recognize that Cloud is more than SaaS, and for more than a year we’ve been talking about the options customers have to run their existing PeopleSoft applications on Oracle Cloud, taking advantage of Infrastructure as a Service.  That said, with the intense saturation of messages in the market about Cloud, some openly share their fatigue with the subject. So why rub salt in the wound and bring it up here?  Partly because Cloud has spurred tremendous innovation and improvements in how all software can be deployed and maintained, including PeopleSoft.  New technologies and approaches - initiated by Cloud computing but now widely available - are enabling PeopleSoft to make it faster, easier, and less expensive to have more environments.  More environments that are easier and cheaper to manage means you are able to best respond to changing business demands, provide capabilities to end users more quickly, and deliver more value to your organization.  Whether your organization is ready to embrace Cloud or not, it’s opening up new opportunities and improving the software you already run. More importantly, though, I want to share a story about a conversation I had at Oracle OpenWorld that shows one example of the real value customers can get from running PeopleSoft on Oracle Cloud.  Presence of IT, one of our PeopleSoft partners, does implementations, upgrades, as well as hosts PeopleSoft for a number of customers.  They were also quick to start utilizing Oracle’s Public Cloud when the offering became available. Presence of IT was working with a PeopleSoft customer on an engagement back in July, when we delivered PeopleSoft HCM Update Image 18.  That image happened to contain Fluid UI Candidate Gateway, our newly redesigned solution for candidates to search for and apply for posted jobs from any device, including smart phones and tablets.  Image 18 posted on a Friday, and Presence of IT saw that it contained the new functionality for Recruiting Solutions.  Their customer was interested in seeing the functionality, so on Monday Presence of IT did a demo and the customer decided to update their project plan to include Fluid Candidate Gateway in their project.   What’s so compelling about this story?   First, Presence of IT was able to go to the Oracle Cloud Marketplace, and in just a few steps, get an environment created that was a copy of the latest Update Image that shipped that day.  That kind of speed allowed them to react very quickly to the needs of their customer.   Second, Presence of IT was able to do this without any impact to their hardware capacity plan or other environments.  Infrastructure as a Service makes it possible to spin up an environment when needed, and then eliminate it when you are done.  Capacity is elastic and available any time.   Finally, and in my opinion, most importantly, the customer was able to get immediate business value from their PeopleSoft investment.  One business day after we shipped a feature, they were able to evaluate its usefulness and enact a plan to adopt it.  That is the kind of agility that running PeopleSoft on the Cloud enables. This scenario happens to showcase how customers and partners can use Oracle Cloud for demo environments, but the impact is just as high for development, test, or production environments.  IT has long been plagued with myriad constraints that dictate the ability to deliver new environments – hardware, storage, and human resources are finite and limit the ability to respond to the fast-paced and ever changing needs of the business and end users.  Infrastructure as a Service fundamentally changes that.  Regardless of what the needs are, environments can be built out quickly (in hours, not days or weeks), data and software configurations can be set and managed in templates and scripts, and environments can be scaled up and scaled down as needed. In fact, PeopleSoft created a self-service system that we’ve used in-house for a few years now, which allows our development team to create PeopleSoft environments on the fly, whenever we need them.  The environments are created, used, and dropped when done.  We’ve literally created hundreds of thousands of environments through this model without a discussion about hardware constraints.  At Oracle OpenWorld we announced the upcoming delivery of PeopleSoft Cloud Manager, which will provide customers the same ability to create PeopleSoft environments in the Oracle Cloud through an easy and intuitive self-service interface.  You’ll have the same ability to get push-button environments from your pre-defined templates (demo, dev, test, etc.) – complete with your data and configurations. Watch for more information on the PeopleSoft Cloud Manager in the future.  In the meanwhile, you can learn more about what’s possible on the PeopleSoft on Oracle Cloud and PeopleSoft Cloud Architecture Concept Pages.  Or join the discussion taking place with Oracle or one of our PeopleSoft Partners.  With so much ability to impact business value, every customer should be exploring what's possible, either in the Oracle Cloud or taking full advantage of the PeopleSoft Cloud Architecture in your data center.

Cloud is an interesting topic for PeopleSoft customers.  ‘Cloud’ has often been used as a synonym for ‘Software-as-a-Service’…and that means for many, Cloud can be perceived as a threat to PeopleSoft...

Heard @ Oracle OpenWorld: Selective Adoption Can Save A Lot of Money

Selective Adoption was one of the areas that garnered a lot of discussion amongst PeopleSoft attendees at Oracle OpenWorld.  After more than three years of operating in this new model, customers and partners are sharing what they’ve learned and how to unlock pretty remarkable cost savings and untapped value from their software investment.Steve Jobs said “You can’t look at the competition and say you are going to do it better.  You have to look at the competition and say you are going to do it differently”.  In our case, the catalyst for changing the game with Selective Adoption was taking a hard look at the impact cloud and ‘-as-a-Service’ solutions were having on the enterprise software market in general.  The definition of what was possible and what customers could and should expect was fundamentally changing…for the better.  So we got to work redefining how we deliver our software and how customers consume it.  The outcome is a model that puts a truly unique opportunity in front of PeopleSoft customers – to be completely in control of when and how to take maintenance and new features. fig 1: PeopleSoft Selective Adoption is a new mind set for PeopleSoft customers While most customers on our latest PeopleSoft release have used Selective Adoption to ‘get current’ or take fixes, quite a few are still working through how to build an effective strategy that equally addresses maintenance and new functionality.  Starting with maintenance is easier and, in many ways, more familiar.  But the biggest advantages are realized when a maintenance strategy is paired with and helps support the ongoing deployment of new features – because that is how the application delivers real value to ogranizations. Ten customers shared their Selective Adoption experiences and lessons learned at OpenWorld, contributing to 15 different sessions and panel discussions.  For a summary of what was covered, see the Focus on Document.  Some key insights shared include: Start by implementing features that replace older processes or functionality users don’t like or complain about – this helps build trust and commitment to the process, and often will enable you to start rolling out other features. Selective Adoption is a ‘team effort’ – both IT and Business Leaders need to be involved in deciding what features to implement and how to plan for it. A well-defined test automation strategy is critical to enabling the team to rapidly and frequently deploy new capabilities.  While this requires investment, it pays direct dividends in the ability to respond to business needs, and reduces timeframes and actual costs.   Many customers are seeing benefits from their use of the PeopleSoft Test Framework. Operationalize your Selective Adoption strategy by establishing a repeatable process that includes program management and ongoing funding in order to avoid and evolve from the mindset of "one off" projects. fig 2: Recommended components of a comprehensive PeopleSoft Selective Adoption strategy In one session, Wendy Plante, Senior Director at NYU Langone Health System, provided a comprehensive overview of how they approached what they view as the four pillars of Selective Adoption ��� Strategy, Business, Technology, and Resources.  Again, a key theme was IT and the line of business working closely together.  Perhaps most remarkable in Wendy’s session was when she shared that, as a result of Selective Adoption, they are saving a lot of money.  In fact, she said they are saving 70% over what they spent previously.  While every customer may not see this scale of cost savings, there is clearly great benefit to defining and implementing a Selective Adoption strategy.  For general guidance on key elements of that strategy, informed by the successes and lessons learned from customers, see the Selective Adoption Concept Page.  As you define your strategy, keep in mind that how and when you apply maintenance should be related to, but not necessarily the same as, how often you evaluate and deploy new features.  Your maintenance strategy should complement and enable your strategy to deploy new capabilities, but it need not dictate the timeframes or frequency.  They can and should be symbiotic and support each other.  If you are looking for more information on Selective Adoption, we recommend the Concept Page, engaging with us through My Oracle Support Communities, participating in the ongoing discussions and sessions provided by the Quest User Group, engaging a PeopleSoft partner, or joining us at one of our upcoming conferences.I’d also like to say a special thank you to each of the customers that shared their experiences at Oracle OpenWorld, and helped further shape the discussion around how to get the most out of Selective Adoption.  Alameda County Bart & Associates Clackamas County CGI Group General Motors Company NYU Langone Health System Stanford Linear Accelerator Center Wells Fargo & Co Westfield Group

Selective Adoption was one of the areas that garnered a lot of discussion amongst PeopleSoft attendees at Oracle OpenWorld.  After more than three years of operating in this new model, customers...

Heard @ Oracle OpenWorld: Fluid Adoptions are in Full Swing

Oracle OpenWorld just wrapped up last week, and there’s nothing quite like joining the 50,000+ people that descend on San Francisco – it’s technology, innovation, and software solutions on the largest of scales.  Having been a part of PeopleSoft for more than 18 years now, it’s incredibly rewarding to have the chance to talk with customers and hear what’s working, where they are facing challenges, and put our heads together to solve real business problems. This year, the key topics of discussion were the Fluid User Interface, Selective Adoption, and Cloud.  I’ll share a few thoughts on each in turn, focusing on the Fluid UI in this case. In Paco Aubrejuan’s General Session on PeopleSoft, he reiterated that the Fluid UI is here to stay, and that every customer should be moving to Fluid.  Why?  Because while PeopleSoft has deep and broad functional capabilities, it must also be modern, mobile, and highly intuitive to use.  Our expectations as users of software applications, and the market in general, have evolved to the point that it’s become an imperative. To be clear, when we say that all customers should ‘move to Fluid’, what we mean is to, at a minimum, adopt the Fluid navigation paradigm – including Home Pages, Tiles, Navigation Collections, the NavBar, and more.  With PeopleTools 8.55, the core navigational elements are the same, regardless of whether you are using a Fluid or Classic component.  Capabilities such as Navigation Collections, which group any logical set of components – both Fluid and Classic – allow administrative and power users to move quickly between common pages (even more easily than the Classic menu and using breadcrumbs).  Classic pages can also be accessed directly from a Tile on a Fluid Home Page, or saved as Favorites in the NavBar.  Pair that with the power of Related Content, Simplified Analytics, and the responsive capabilities that allow you to access any Fluid component from any device, and you can achieve a level of productivity and value that is simply not possible by sticking with what’s most familiar. It’s one thing for us to be encouraging all customers to move to Fluid, but it’s another to hear from customers that have done it.  This year at OpenWorld we had 16 customers helping us deliver more than 20 sessions and panel discussions, sharing many real-world experiences. Customers flew in from all regions of the globe, representing a wide array of industries, and varied in size from small (4,000 users) to huge (100,000+ users).  To see a summary of what was covered, review the OOW Focus on Document. Many talked about taking a phased approach to rolling out Fluid – starting with one department, or one functional area, or conducting a pilot.  A common goal was to generally avoid end user training – the software needed to be intuitive enough on its own.   Several used the functionality in PeopleTools to convert Classic pages to Fluid (beyond what’s been delivered to date), and reported it to be pretty straight-forward.  Some used the Fluid Branding tools to employ their own look and feel, others used what came ‘out of the box’.  Some embarked on their Fluid rollouts on their own, while others had strong and collaborative partners engaged.  One customer reported that they’ve found Fluid transactions to generally be about 40% faster, because there are fewer clicks and the experience is more streamlined. Some were motivated to deploy Fluid because of its mobile capabilities, but for many, it was the ease of use, improved productivity, and reduced training burden.   Universally, their top level message was ‘Do It!’.  Some of my favorite quotes from the sessions: “I’ve saved so much time as a manager” “Each Update Image is like a birthday present, because they keep delivering what we need and are wanting to adopt.”“We had no choice but to implement Fluid once we showed it to our users, because they loved it.” For each person that was able to participate in these discussions in person last week, we know there are 10 more that were not able to be there.  We are committed to helping you make the transition to Fluid, and realize the same benefits and value described above.  If you need help, we recommend the Fluid UI page on peoplesoftinfo.com, engaging with us through the Communities and Idea Spaces on My Oracle Support (support.oracle.com), engaging one of our PeopleSoft partners, or joining the conversations and virtual sessions taking place through the Quest User Group. On behalf of the PeopleSoft team, I’d like to thank each of the customers that shared their time and expertise last week.  Your contributions were invaluable.  Thank you! Campus Crusade for Christ CGI Group Clackamas County of Oregon CONSUM DePaul University Gallaudet University Griffith University Juniper Networks LDS Church McMaster University NYU Langone Health System Oxfam GB Sandia National Laboratories The Florida State University United Airlines WILLIS

Oracle OpenWorld just wrapped up last week, and there’s nothing quite like joining the 50,000+ people that descend on San Francisco – it’s technology, innovation, and software solutions on the largest...

Human Capital Management

PeopleSoft HCM at Oracle Open World

It is finally here - Oracle Open World 2016! Starting this weekend, tens of thousands of Oracle customers and partners will meet in San Francisco, CA for one of the largest annual user conferences in our industry.  If you are a PeopleSoft Human Capital Management (HCM) customer, there will be plenty of sessions, content, and opportunities to network with other customers, Oracle employees, and partners who are subject matter experts in all the different areas covered by PeopleSoft HCM. The vast majority of HCM related sessions will take place at the Palace Hotel at the corner of Market and New Montgomery Sts. This year we have more customers co-presenting with us than any other previous Open World.  Come to our sessions to hear first hand how your peers in the industry have been successful with the deployments of PeopleSoft, including how they are adapting to the ever changing business climate that we all face.  There will be specific sessions covering Selective Adoption, Fluid, Global, Self Service deployments, among many others.  We will also have a few customer panel discussions where you will hear different perspectives and strategies for PeopleSoft deployments.  Customers that are scheduled to share the stage with us this year include: We are also bringing back the popular Meet the Experts sessions - three of them in fact - focused on HR, Workforce, and Talent Management.  This is an excellent opportunity to not only engage with PeopleSoft product experts, but also to network with other customers and ask any question you want. Also, do not forget about the demo grounds at the Palace Hotel.  This year, we will staff the PeopleSoft HCM demo pods with product experts who can answer questions about both future roadmap features as well as existing functionality.  Use the demo grounds as a resource to learn more about how the applications should and can work for your organization, whether it is a product you already license or not. This year's conference theme for PeopleSoft customers will be Fluid.  With all the momentum of customers deploying Fluid, coupled with the Fluid enhancements available in PeopleTools 8.55 and our latest HCM images, we are leveraging many Open World sessions to share Fluid stories and experiences with you.  We realize many customers are still in the planning phases of their Fluid deployments which is why sessions focused on Fluid will most likely be the best attended ones this year. Attending Open World can be overwhelming with so many sessions and content to wade through.  The PeopleSoft team has created a unique set of links that allow you to view the most important sessions to attend as a PeopleSoft customer.  Click on this link -> www.oowpsft.com to access the pre-sorted links of sessions that relate to each major topic area of importance as shown here: I expect you to have a fantastic week and enjoy all the sessions and festivities the conference has to offer.  Please do not hesitate to approach us with any questions you may have....we are there to help.

It is finally here - Oracle Open World 2016! Starting this weekend, tens of thousands of Oracle customers and partners will meet in San Francisco, CA for one of the largest annual user conferences in...

Enterprise Service Automation

PeopleSoft Projects & Assets at Oracle OpenWorld 2016

The PeopleSoft Enterprise Services Automation (ESA) and Asset Lifecycle Management (ALM) teams are very much looking forward to catching up with you at this year’s #OOW16. We would like to highlight an essential 3-day agenda containing all things ESA/ALM to allow you to make the most of your time together with us: Day 1:  Tuesday September 20, 2016 The PeopleSoft track kicks off Tuesday with the General Session (GEN5077), where the theme this year is Intuitive, Powerful, and in the Cloud. Make sure to drop by the PeopleSoft ESA/ALM demopod in Moscone West thereafter where we can discuss and align your PeopleSoft roadmap with ours. We anticipate a lot of excitement, so don’t be shy about sharing your first thoughts with us one-on-one. For some real hand-on advice, don’t miss our PS FSCM panel discussion entitled Practical Recommendations for Using PeopleSoft Fluid User Interface (CON7042). Day 2:  Wednesday September 21, 2016 Are you keeping up with today’s project management challenges? Are you managing your asset portfolio in the most efficient manner possible? Wednesday is all about newly delivered and planned features, and we encourage you to attend the back-to-back ESA Roadmap (CON7034) and then the ALM Roadmap (CON7032). A great way to wind up your day is to re-evaluate your existing custom forms and approval processes with our new Fluid Forms and Approval Builder session (CON7050) – it enables business analysts to create electronic, routable forms within minutes – no technical skills are required. This is a must-attend session for all of your PeopleSoft applications. Day3:  Thursday September 22, 2016 Are you interested in driving greater accountability and productivity while minimizing errors and fraud? Plan on starting your day by attending the session entitled PeopleSoft Expenses: Reimagined, Innovative (CON7035) to learn about all the possibilities with the next generation of PeopleSoft Expenses using PeopleSoft Fluid User Interface for travelers, approvers, and auditors. Ready for some more one-on-one with the entire team of PeopleSoft ERP strategists and developers? Don’t miss the Meet the Experts (MTE7727) for engaging roundtable discussions. Wind up your day with some great deep dive takeaways at Tips for Getting the Most Out of PeopleSoft Asset Management (CON7033). If you are looking for more suggestions make sure to review our Focus on PeopleSoft OOW content catalog on our newly designed PeopleSoft Information Portal. Travel safely, see you next week!

The PeopleSoft Enterprise Services Automation (ESA) and Asset Lifecycle Management (ALM) teams are very much looking forward to catching up with you at this year’s #OOW16. We would like to highlight...

Enterprise Service Automation

Advanced Revenue Pricing in Contracts

The Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) issued new revenue accounting standards in May 2014 with an effective date of 2018. PeopleSoft FSCM Update Image 18 includes enhancements to the Contracts module to support customers in their transition to the new accounting standards. New Revenue Prices in the Enterprise Pricer One of the key requirements in the new accounting standard is to recognize revenue using a product’s standalone sales price. This might be different from the price agreed to with the customer for billing, particularly in contracts that deliver multiple products and services. The Enterprise Pricer functionality within PeopleSoft Order Management was enhanced to allow customers to define product prices for revenue that are different from the prices used for billing. In previous releases, Price Lists and Price Rules in the Enterprise Pricer provided PeopleSoft Contracts with prices to support billing. Going forward, customers may configure a separate product price for revenue. Exhibit 1:  Price List in the Enterprise Pricer Revenue Allocations in Contracts PeopleSoft Contracts was enhanced to use the new revenue prices in Order Management as a basis for revenue recognition. The total price of the contract is allocated across contract line obligations using revenue prices from Order Management as the basis for the allocation. The system provides a suggested revenue amount for the product/contract line with an ability to override. Significant changes were made to the Revenue Allocation page and Amendment Revenue Allocation page to include several new columns of data supporting the automated allocation. Exhibit 2:  Revenue Allocation Page Reviewing Product Sales Prices New online views provide users an ability to review product prices across the organization’s contract base. Customers can compare a product’s current revenue price from the Enterprise Pricer to recent sales in Contracts. This review of recent sales can be used as a basis for establishing an initial set of standalone sales prices for revenue and on an ongoing basis to support decisions to change or retain existing prices. Exhibit 3:  Review Product Sales Additive The new revenue pricing functionality is additive. At the contract level, customers define if prices for billing and revenue should be maintained separately and whether to use the automated allocation of revenue or to update revenue amounts manually. Contracts that do not need separate pricing for revenue can continue using a single amount for both billing and revenue. Additional Information Additional detail on these enhancements is included in the Oracle PeopleSoft Red Paper ‘ESA Advanced Revenue Pricing in Contracts’ (Doc ID 2127624.1) located with FSCM Update Image 18 Documentation for Enterprise Services Automation, Bug # 21922222.

The Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) issued new revenue accounting standards in May 2014 with an effective date of 2018. PeopleSoft...

Supply Chain

PeopleSoft Mobile Inventory Fluid User Interface Version @ Oracle OpenWorld 2016

For OpenWorld 2016, we are excited to announce the customer-led PeopleSoft Mobile Inventory Session: Go with the Flow with the New PeopleSoft Mobile Inventory Application [CON7036]Wednesday, Sep 21, 3:00 p.m. in Moscone West-3000 In this session, you will see how a PeopleSoft customer, New York University Langone Medical Center, is leveraging the inventory and inbound logistics functionality in its PeopleSoft Fluid User Interface Mobile Inventory Management implementation. Using leading-edge mobile Apple devices and scanning sleds, it has enabled a mobile workforce to improve proficiency, reduce errors, and streamline operations. PeopleSoft Mobile Inventory is now available using the new PeopleSoft Fluid User Interface. Mobile Inventory was completely rewritten to take advantage of the new PeopleSoft Fluid Interface technology and was released in 9.2 Update Images 14 and 18. The new Fluid Interface version provides all the transactions and functionality of the original Mobile Inventory ADF technology version. The new Fluid User Interface version is the new production version and will continue to receive enhancements in future roadmaps. In the interim, both the new Fluid User Interface version and the legacy ADF versions will be supported to allow organizations to upgrade to the new Fluid version. The Fluid User Interface is an intuitive modern user interface which provides the intuitive look and feel that customers expect to see with Internet transactions today. The PeopleSoft Mobile Inventory Fluid User Interface is designed to be used with mobile touch devices. Android or Apple devices are required with at least a gigabyte of memory and a multiprocessor chip are required to run the Mobile Inventory Fluid User Interface version. Today, PeopleSoft Mobile Inventory customers are using consumer mobile devices such as Apple iPods or iPads and rugged Android mobile devices from Honeywell and Zebra. The customers also use “scanning sleds” with the consumer devices to provide an industrial laser scanning engine to scan barcodes. Mobile Inventory increases accuracy and improves efficiency by allowing the inventory user to do the inventory transactions at the location where the inventory event is done. Mobile Inventory is a real time application and reduces data latency by directly updating the production information at time of the inventory transaction save.    With the Fluid User Interface rewrite, PeopleSoft Mobile Inventory is completely back within PeopleTools technology. The benefit of being 100 percent PeopleTools is that Mobile inventory customers will now be able to make enhancements to the Mobile Inventory transactions and/or add new mobile transactions.  OpenWorld 2016 ERP Focus-On PeopleSoft ERP

For OpenWorld 2016, we are excited to announce the customer-led PeopleSoft Mobile Inventory Session: Go with the Flow with the New PeopleSoft Mobile Inventory Application [CON7036]Wednesday, Sep 21,...

Financials

PeopleSoft Financials @ Oracle OpenWorld

Oracle OpenWorld is almost here and the PeopleSoft Financial Management Solutions team is very excited to see and talk with all of our PeopleSoft customers. The Finance professionals are focused on supporting business growth, ever more regulations while reducing costs. Our sessions at Oracle OpenWorld focus on driving early decision support through real time reporting and analytics, increasing productivity through simplified user interactions and expanding the power of our robust solution set to meet expanding business and industry needs. We will provide practical recommendations for deploying PeopleSoft Fluid UI and its interaction model in all the business processes such that organizations can reduce training costs and empower the user community. Join us for a series of customer sessions that showcase the use of PeopleSoft Financials in creating world class financial operations.  You can see all relevant PeopleSoft Financials sessions in the Focus On PeopleSoft ERP focus on document. If you want to stop by and talk to the PeopleSoft team, please make sure you find us at the Demo Grounds. We will also be at the Meet the Experts: PeopleSoft Enterprise Resource Planning session on Thursday at 12:00 p.m. PT in Moscone West room 3001A. See you all at Oracle OpenWorld.

Oracle OpenWorld is almost here and the PeopleSoft Financial Management Solutions team is very excited to see andtalk with all of our PeopleSoft customers. The Finance professionals are focused on...

Procurement

PeopleSoft Procurement @ Oracle OpenWorld 2016

This year’s Oracle Open World starts Sunday, September 18th. PeopleSoft Procurement (Supplier Relationship Management) sessions at this year’s conference will focus on CPO’s current top priorities for delivering value: leveraging technology effectively, enforcing contract compliance and improving supplier performance. CPO’s are focused on leveraging technology effectively. And this is one reason why they are interested in PeopleSoft Fluid User Interface. Many of the trends we have seen over the decade converge on three main areas – simpler and more intuitive usability, ability to configure apps without having to customize them and the extension of the enterprise through the use of mobile devices. With PeopleSoft’s new Fluid user interface, we focus on all three of these areas and customers are starting to see the unique benefits of this approach. On Tuesday morning, Procurement strategy will participate in the panel discussion “Practical Recommendations for Using PeopleSoft Fluid User Interface with PeopleSoft ERP” to provide guidance on how organizations can get started with Fluid, even for non-mobile users.  Then on Wednesday afternoon, session “PeopleSoft Procurement – A Responsive, Mobile and Configurable User Experience” will focus on all of the important areas of Fluid and show how we can now request, approve and receive items all from a mobile device with a simple, clean, intuitive interface and the ability to completely configure how each app looks and behaves. On Wednesday afternoon, NYU Langone Medical Center will share how they actually implemented Fluid User Interface in their session “Go with the Flow with the New PeopleSoft Mobile Inventory Application“. This session will cover the latest Fluid enhancements to Oracle’s PeopleSoft Mobile Inventory Management solution. You will see how this customer leverages the inventory and inbound logistics functionality in its PeopleSoft Mobile Inventory Management implementation. Using leading-edge mobile Apple devices and scanning sleds, it has enabled a mobile workforce to improve proficiency, reduce errors, and streamline operations. When it comes to enforcing contract compliance, PeopleSoft Procurement has recently delivered new and intuitive capabilities that greatly help organizations create and manage contracts. Thursday afternoon’s session “Hit Maverick Spend and Manage the Contract Lifecycle with PeopleSoft Procurement” covers both the financial and legal aspects of procurement contracts, and how they integrate seamlessly with the procure-to-pay business process. New and planned features in the areas of group contracts, analytics, and enhanced integration with eProcurement will be covered. Whether you are new to contracts in procurement or are seasoned expert, this session is for you. In an effort to cut costs, alleviate risk and improve processes, more and more organizations are placing greater emphasis on improving supplier relationships. PeopleSoft Supplier Lifecycle Management provides supplier onboarding and supplier change requests to improve data management and automatically enforce compliance, supplier watch list and simplified analytics to proactively monitor suppliers, and 360 degree views of all supplier related activities. Thursday morning’s session “Improve Vendor Management with PeopleSoft Supplier Lifecycle Management” will cover how to leverage these tools for maximum benefit, and you will learn about PeopleSoft’s plans for managing supplier performance and diversity information. We hope to see you at this year’s Oracle Open World! And if you wish to see a live demo, make sure to stop by the Demo Grounds where you will meet the PeopleSoft strategy and development team, and see the latest and greatest PeopleSoft Procurement and Supply Chain Management. See you there!

This year’s Oracle Open World starts Sunday, September 18th. PeopleSoft Procurement (Supplier Relationship Management) sessions at this year’s conference will focus on CPO’s current top priorities for...

PeopleSoft @ Oracle OpenWorld

It is September and Oracle OpenWorld is just a few weeks away.  With nearly 100 PeopleSoft related session and 10 PeopleSoft demo pods there is a lot happening with PeopleSoft at this year's event.  The event is Oracle's opportunity to showcase its ongoing commitment to PeopleSoft, for the PeopleSoft team to talk about new investments in PeopleSoft, and for customers to share their success stories. Building on last year’s announcement of deploying PeopleSoft on Oracle Cloud, the PeopleSoft team will introduce attendees to PeopleSoft Cloud Manger.  This new tool will enable self-service provisioning of PeopleSoft environments for development, testing, staging, and production.  When coupled with Oracle Cloud it also can provide full automated lifecycle management of your PeopleSoft instances (including your configuration, data, and customizations) in a secure, scalable cloud environment.  This results in more agile and flexible business and development operations at a lower cost. The team will be discussing the planned use of the open source Elasticsearch as a new global search engine in PeopleSoft.  Elasticsearch seamlessly plugs into the PeopleTools Search Framework and is planned to be available within PeopleTools 8.55 and higher.  Elasticsearch should benefit customer by being easier to deploy and more scalable while more efficiently delivering better results.  New investments in analytics, user experience, and feature/functions delivered via PeopleSoft Update Images will also be central topics at the event.   Not only will the PeopleSoft team provide updates on the latest and greatest within PeopleSoft and PeopleSoft best practices, but this year's event will also have a big focus on customers - how they are executing on and succeeding in critical components of PeopleSoft's investment strategy.  Starting with the adoption of PeopleSoft Fluid UI, 100’s of customer are deploying Fluid UI, attendees will be able to hear about what they did and how they did it directly from customers.  Be sure to review the "PeopleSoft Fluid UI @ Oracle OpenWorld" Focus on Document listing all relevant sessions at the event.  PeopleSoft Selective Adoption is the new mind set for consuming not only maintenance but also new features delivered by Oracle, at the event customers will share their Selective Adoption strategy, how they formulated it and how they are executing on it.  The "PeopleSoft Selective Adoption @ Oracle OpenWorld" Focus on Document can serve as your comprehensive guide for event content on this topic. There are numerous PeopleSoft sessions at Oracle OpenWorld.  Start the event off right, on Monday, Sep 19, 12:30 p.m. - 1:15 p.m. in Moscone West room 3024 by attending "PeopleSoft Talk Live! All Things PeopleSoft Information Development and Your Event Guide" [CON7031].  In this session Greg Parikh PeopleSoft’s Information Development VP shares all the information resources available to customers.  Also in this session, Greg and I will give you a comprehensive guide to PeopleSoft at the Oracle OpenWorld event.  Of course nobody can miss "General Session: Today's PeopleSoft is Intuitive, Powerful, and in the Cloud" [GEN5077] on Tuesday, Sep 20, 12:15 p.m. - 1:00 p.m. in Moscone West room 3008.  Paco Aubrejuan will share an update on the PeopleSoft strategy, provide recommendations to customers, and demonstrate some of the latest PeopleSoft innovations. There are too many PeopleSoft session to list here.  Please take the time to review the various Focus on Documents the team has prepared to help guide you through the event: Focus On PeopleSoft (overall) Focus On PeopleSoft Applications Technology and PeopleTools Focus On PeopleSoft Human Capital Management Focus On PeopleSoft ERP Don't forget about other resources and tools available to you like the online Session Catalog, My Schedule, and the Oracle OpenWorld mobile application.  I am excited for another great Oracle OpenWorld. I hope to see you there!

It is September and Oracle OpenWorld is just a few weeks away.  With nearly 100 PeopleSoft related session and 10 PeopleSoft demo pods there is a lot happening with PeopleSoftat this year's event. ...

PeopleSoft Fluid UI @ Oracle OpenWorld

One of the most common topics we discuss with customers these days is how and when to deploy PeopleSoft Fluid UI.  PeopleSoft’s modern, responsive, mobile user experience has been available for more than 2 years and we’ve gotten great feedback from customers about how easy and intuitive it is.  Lots of application features and capabilities have been delivered in Fluid UI, and there’s a strong roadmap of capabilities to come.  With the latest enhancements in PeopleTools 8.55, any organization can move to Fluid UI now, even those that make heavy use of Classic UI components.  Through simple changes and techniques like a unified banner, newly delivered navigation collections, robust search capabilities, and the ability to pin any component as a tile to the Home Page, adopting the modern and intuitive Fluid UI for your PeopleSoft interaction model should be a top priority for all customers.   Oracle OpenWorld is one of the best opportunities to get real-world, practical guidance and advice about how to make your transition to Fluid UI a reality.  Use the Focus On PeopleSoft Fluid User Interface document to see at a glance all of the sessions and content you can attend, including: Sessions from customers and partners that have completed Fluid UI roll-outs – hear their experiences and lessons learned Panel discussions with Oracle strategists and customers – covering everything from considerations on approach to tips and recommendations PeopleSoft roadmap and product-specific sessions – each highlighting the latest Fluid UI functionality and what is in the works for future delivery Fluid UI development and technical sessions – how to use PeopleTools to develop using Fluid UI and make the experience your own   In addition to the sessions, there are many opportunities to network with customers and talk one-on-one with Oracle resources.  Join a Meet the Experts session, strike up discussions with presenters and other attendees after sessions, or talk with Oracle or our partners in the demo grounds.

One of the most common topics we discuss with customers these days is how and when to deploy PeopleSoft Fluid UI.  PeopleSoft’s modern, responsive, mobile user experience has been available for more...

PeopleSoft Selective Adoption @ Oracle OpenWorld

Implementing a comprehensive Selective Adoption strategy is critical for you to maximize your investment in PeopleSoft.  Today's PeopleSoft is different from past releases of PeopleSoft in many ways.  One of the most significant ways is the ability for you as a customer to decide the scope and frequency of changes applied to your PeopleSoft solutions, driven by the needs of your business.  Those changes can consist of maintenance as well as newly delivered capabilities.  You can apply changes as often as you want and need.  PeopleSoft Selective Adoption enabled by the PeopleSoft Update Manager is an entirely new mindset. With this new mindset it is important to rethink how you address your PeopleSoft solutions.  With Selective Adoption, the historic model of "standing pat" to minimize the amount of change to PeopleSoft is no longer necessary (or appropriate), even for the most risk adverse customers.  Customers are formulating their own, unique Selective Adoption strategy that addresses their specific needs.  The PeopleSoft team has encountered many customer who seek guidance on what they should do.  While the "right" strategy for each customer can and should be tailored to your unique needs, we recommend your strategy address the following points: Determine how maintenance will be consumed - when to selectively apply maintenance and when to "get current". Include the adoption and roll out of new features to end users - don't exclusively focus on maintenance - often this is related to, but separate from the consumption of maintenance. Establish a schedule - how often will maintenance be applied, new features be adopted. Budget and fund ongoing activities accordingly. Most importantly, ensure line of business and IT collaboration. This may seem like a daunting task to you but there is good news.  The PeopleSoft team has published some "Best Practices" on the PeopleSoft Update Manager (PUM) Home Page [My Oracle Support document 1641843.2].  More good news is that lots of customers have established their own Selective Adoption strategy and are executing on it.  Oracle OpenWorld is a great opportunity to learn from those customers and their experiences as well as from the PeopleSoft team.  The "Focus On PeopleSoft Selective Adoption" document is your guide to all relevant sessions and content delivered at Oracle OpenWorld.  There are additional opportunities for you at Oracle OpenWorld as you formulate your Selective Adoption strategy including: Networking with other customers, one-on-one conversations with members of the PeopleSoft team, attending the Meet the Expert sessions, and visiting the PeopleSoft demo stations as well as PeopleSoft partner exhibition booths.

Implementing a comprehensive Selective Adoption strategy is critical for you to maximize your investment in PeopleSoft.  Today's PeopleSoft is different from past releases of PeopleSoft in many ways. ...

Asset Lifecycle Management

Reconnect & Reflect

Last week nearly 500 PeopleSoft customers and partners attended Reconnect 2016 at the Hyatt Regency just outside Chicago.  It was great for our HCM Product team to spend quality time with those in attendance to talk about all things PeopleSoft and HR.  Reconnect is the final user group sponsored conference of the year and serves up the opportunity to reflect on this year's entire conference season which started back in March.  After talking to hundreds of PeopleSoft customers over the past 4 months -- including at Reconnect -- a few high level trends have surfaced that I wanted to share with you. First, the lion share of PeopleSoft customers we talk to are now starting to get serious about establishing a plan for their Selective Adoption strategy.  They are looking at how to best leverage the PeopleSoft Update Manager (PUM) tool and other PeopleSoft delivered Lifecycle Management tools to A) smartly take on new features that will help the functional team, and B) stay current with their deployed applications and PeopleTools releases.  In order to mitigate risk and maximize the benefits of the PeopleSoft continuous delivery model, customers are starting to figure out that their best strategy is to align new feature uptake with our image releases.  As a result, there has been a renewed interest in what we plan to deliver in the near future so customers may determine for themselves what they will selectively adopt through PUM versus build themselves through justifiable extensions. Second, there are more customers on the same release of PeopleSoft applications and PeopleTools than ever before.  We have done surveys at every conference this year, and the results have been amazingly consistent.  Nearly all customers in attendance are on 9.2 and either PeopleTools 8.54 or 8.55.  This point can not be emphasized enough.  The usual chasm between the release from which our Development organization is working and the release our customers have deployed has been significantly reduced.  Now conversations with customers about priorities, strategic investments, and enhancement / bug requests are much easier to have and resolve.  Your needs can be addressed in months, instead of years under the old delivery model. Third, the momentum around Fluid deployment is at an all time high.  Last year at Reconnect, there was little interest in understanding Fluid and the value of deploying it because customers were more focused on upgrading to 9.2 and understanding the future direction of PeopleSoft.  This year, each Fluid session I have been involved in has been filled with customers keenly ready to deploy Fluid and asking questions about how to deploy it.  Most customers that have deployed Fluid already have done so incrementally and have gotten great feedback from their users.  Our Development teams continue to deliver new Fluid capabilities with each major PUM image.  At Reconnect, we encouraged customers to deploy Fluid even if the entire set of components for a given transaction is not available in Fluid just yet.  These days users are savvy and understand that some capabilities are designed for smartphone usage and others are just web pages.  Your users are more focused on the bigger picture which is getting through an HCM transaction by using their smartphone at anytime, from anywhere. I want to take this opportunity to thank all the user groups and extended PeopleSoft community that continue to carry forward the PeopleSoft message for us.  User group sponsored events like Reconnect are fun because we know the content and scope of the sessions are driven by you the customer.  We look forward to next year's run of user group conferences starting in February with Alliance (HEUG). I'm sure we will see some of you at Oracle Open World in San Francisco September 18 - 22. @PeopleSoftHCM

Last week nearly 500 PeopleSoft customers and partners attended Reconnect 2016 at the Hyatt Regency just outside Chicago.  It was great for our HCM Product team to spend quality time with those...

Human Capital Management

Candidates Expect It! Candidates Want It! Fluid Candidate Gateway is Here!

Today, we use our smart phones and tablets to do nearly everything. Day or night, we use mobile devices to engage with our friends, family, favorite stores and restaurants, cars and home, or just to make our life easier.  Now candidates will begin using their mobile devices to connect with your organization through Fluid Candidate Gateway.   With Fluid Candidate Gateway, candidates can search and apply for job openings from the convenience of their preferred mobile device.  Candidates can search your job openings without having to register which is great way to increase traffic on your site. With the new clean design of the Careers page, candidates will view information quickly and easily, including using keyword search capabilities.  With the optional registration feature, candidates get better connected by saving searches, adding jobs to their favorites, and view any notifications that you send to them. The Candidate Gateway Guided Process walks the candidate through step by step how to apply to your organization.  You define the number of steps needed and the information captured on each step.  The guided process ensures that candidates provide all the necessary information before they submit the application, eliminating the need for time consuming follow ups.  See a preview of this functionality by viewing  the ‘Image Highlights, PeopleSoft HCM Update Image 18’ video.

Today, we use our smart phones and tablets to do nearly everything. Day or night, we use mobile devices to engage with our friends, family, favorite stores and restaurants, cars and home, or just...

Human Capital Management

PeopleSoft Payroll for North America - New Online Withholding Forms

Imagine if your organization was provided with the ability to not only optimize Payroll operational efficiency, reduce cost, increase employee satisfaction but also to lower its' ecological footprint. Would you want it?  That is just what PeopleSoft Payroll for North America (ePay) has accomplished with the new Online Withholding Forms functionality delivered in 9.2.18. PeopleSoft has delivered new functionality that allows your employees to update their Federal and State withholding status using Employee Self Service (ePay).  This new functionality is available with the Fluid user experience technology providing a simple, intuitive and easy to use design.  Employees are able to: View their current withholding status. Change their withholding status for both Federal and State using the actual agency form. Receive more timely tax withholding changes. Have access to other helpful links such as a link to the IRS W-4 calculator or other agency pages allowing the employee to make a more informed decision. The Payroll Administrator will benefit from this functionality as well.  This functionality will: Eliminate data entry. Reduce risk of data entry errors. Achieve cost savings by removing the postage and handling expense. Assists your organization to ‘Go Green’ by reducing the need for paper. PeopleSoft will host a live Advisor Webcast on August 3, 2016 to review the new functionality.  To register for the Advisor Webcast visit My Oracle Support and navigate to Document ID 1456265.1.  You can see a also see preview of this functionality and other new functionality by viewing  the ‘Image Highlights, PeopleSoft HCM Update Image 18’ video.

Imagine if your organization was provided with the ability to not only optimize Payroll operational efficiency, reduce cost, increase employee satisfaction but also to lower its' ecological footprint....