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HCM

One is Good, But Two is Better When it Comes to Having Navigation Options

The Fluid dashboard gives employees a quick and way to navigate to their important information and tasks in Self Service. Below is the navigation collection for Personal Details in Employee Self Service (pre-image 34). Now with Image 34, you have a second navigation option – a Fluid Dashboard. For the employee, the tasks are the same what was improved with the new fluid navigation 1) the visually appealing display and layout of the tiles and the 2) displaying of current data for the employee.  In Personal Details the employee can easily see when the last time was, they updated their personal data (ex. Veteran Status) or how many Emergency Contacts they have without having to click on the tile.  The employee can click the tile to easily update their information or complete a task if needed. This is an easy and fun feature to deploy to your employees – follow these two (2) steps below and you are done. Step 1 (Log in PS/PS a PS Administrator) – Add the new role for your employees.  Note: you do not need to remove any roles.  You can add role via User Profile or for all employees using dynamic roles Navigation - PeopleTools > Security > User Profiles (to configure one role for testing) Navigation – PeopleTools > Security > Permission List & Roles > Roles – Dynamic Members to add for all employees. Run the security refresh job Step 2 (Log in as RCHANNING/RCHANNING - Employee).  Employee can use the new and improved navigation collection. In Image 34, we also delivered tile navigation for Global Payroll, Payroll for North America and Benefits For more information on this feature – check out the Image 34 Highlights Video

The Fluid dashboard gives employees a quick and way to navigate to their important information and tasks in Self Service. Below is the navigation collection for Personal Details in Employee Self...

HCM

The Power of PeopleSoft off-boarding: furloughing in a consistent manner across your organization

PeopleSoft offboarding was delivered in PeopleSoft HCM Image 32.  When we released offboarding we focused on the two use cases of voluntary terminations and involuntary termination.  Times have changed and today organizations find themselves needing a flexible framework that allows for many different types of offboarding and onboarding of employees.   PeopleSoft offboarding built on top of PeopleSoft activity guide composer allows for the flexibility that organizations are looking for during this time.  With the activity guide composer, organizations can create a new template for any type of separation of employment, even if that separation is temporary.  The challenge that organizations find facing them today is a consistent way to furlough employees while maintaining contact with employees to bring them back when the time comes.  Organizations want to make sure that employee contact information is up-to-date and that the message distributed to furloughed employees is timely and consistent.     By setting up a new template organization can ensure that they are communicating the correct information.  Organizations can add steps such as: A video Contact information Manager checklist Payroll or benefits information, as may be needed In order to utilize offboarding functionality within the PeopleSoft system, you will want your technical team to verify the trigger is activated and is processing correctly.  You can navigate to the event registry and verify that the delivered handler is active. Navigation: Enterprise Components > Events & Notifications > Event Framework > Event Registry. Search for Event Name = AssignmentTerminated   To setup the offboarding templates by clicking on Enterprise Components -> Activity Guide Composer -> Templates   The last thing you will want to ensure is that the correct template is assigned based on the action and action reason that you are utilizing for furloughed employees.  This can be done by navigating back to enterprise components -> Activity Guide Composer -> Utilities -> Template Assignment The goal of utilizing PeopleSoft offbording when furloughing employees should be to present the organization in a consistent way to all employees while maintaining communication rigor.  PeopleSoft HCM gives customers the ability to manage the workforce in a way that is unique to each customer while maintaining crucial employment data that can be used to make organizational decisions.  To understand more about PeopleSoft offboarding view our video feature overview on the Oracle PeopleSoft YouTube channel by clicking the below video.    You can also find more information on PeopleSoft Activity Guide Composer by watching the spotlight series video.  

PeopleSoft offboarding was delivered in PeopleSoft HCM Image 32.  When we released offboarding we focused on the two use cases of voluntary terminations and involuntary termination.  Times have...

COVID-19

PeopleSoft Mass Update: Quick & Easy Data Changes

Facing a heavy load of data-entry work?  It might be time to revisit our Mass Update processing tools to streamline the workload.  Mass Update is an easy-to-use feature of PeopleSoft HCM that enables you to make changes to the data of large groups of people. The Mass Update feature consists of the Mass Update Manager, the Mass Update Transaction Processor, and the Mass Update Execution Manager. You use the Mass Update Manager as a front-end to: Define Mass Update definitions Create Mass Update transactions Execute Mass Updates in batch In addition, the Mass Update Manager provides tools for reviewing and reporting on transactions before they are executed as well as the ability to delete pending Mass Update transactions. The Mass Update Transaction Processor and Execution Managers are back end modules used in Mass Update.  Each update transaction is an XML message that contains the elements involved in the update for a specific employee and employee record combination.  The Transaction Processor interprets the XML message, provides access to the correct service, and returns acknowledgements to the online or batch calling process.  The Execution Manager enables you to run multiple instances of the batch Mass Update process and run the instances in parallel to improve performance. Use the following navigation to access Mass Update components: Workforce Administration > Collective Processes > Mass Update Determine whether to correct existing records or to add a new effective dated row. Determine selection criteria for the records you wish to process. Define fields to change and the new values for those fields. Once the Mass Update process is defined, use the Batch process to select and extract data for processing.  You can review and manage extracted data prior to executing the Mass Update. When using Mass Update, remember our processing tips found in PeopleBooks: Test your update on a small group first Use the correction option only if you are certain you want to override existing data. If possible, insert a new effective dated row Familiarize yourself with the actual online transaction to understand the component rules before trying to automate Create several Mass Update IDs that you can use in combination rather than trying to create a complicated update When running Mass Update, take steps to improve performance, such as limiting the size of the transaction set   For more information on Mass Update: PeopleBooks: Understanding Mass Update Processing Knowledge Document 1322555.1: Mass Update Red Paper Knowledge Document 2519975.1: Need a Way To Update Large Groups of Employees?   For more information, see COVID-19 Updates for PeopleSoft and Oracle's commitment to customers during the COVID-19 crisis.

Facing a heavy load of data-entry work?  It might be time to revisit our Mass Update processing tools to streamline the workload.  Mass Update is an easy-to-use feature of PeopleSoft HCM that enables...

HCM

Sensitive Data Masking is as Simple as 1,2,3,4

Sensitive Data Masking safe guard’s confidential employee information like National ID and Banking Information which has become more important than ever.  For personal and sensitive information shared by employees, it's important that the sensitive data is only accessed by Administrators who are authorized.  Your organization might grant access to Personal Data to users with different security roles, such as HR Administrators or a HR Service Representative, each requiring different access levels.  PeopleSoft HCM provides row-level security for Administrator components and ensures that only authorized users have access, however, this doesn’t secure the access to fields on the page that show sensitive information like birth date. For protecting sensitive data, you have the ability to easily mask highly sensitive fields like an employee’s national id, date of birth, bank account numbers, driver’s license and passport number.  Below is an example of how you would mask an employee’s driver’s license number. Step 1 (Log in PS/PS) – Check on Enable Data Masking > Save.  Setup HCM > Install > Installation Table > HCM Options Tab Step 2 – Check ON data masking parameter for Driver’s License Number.  Click the Masking Parameters hyperlink Enter in the number of digits you want unmasked (you can mask the entire field or partial).  Click the OK button, Click the Save button. Set Up HCM > Security > Data Masking > Setup Component Level Masking Step 3 – Define what Security User Roles can see unmasked data (ex. HR Administrator) and who sees the data as masked (ex. HR Service Rep). Field Group = DL (Driver’s License), Click Search button Enter the Role of who can see UNMASKED data, save the page (this is the delivered role, you may have role name if you cloned the delivered role)  Set Up HCM > Security > Data Masking > Setup Authorized Roles Step 3A - PeopleSoft delivered a role “Data Privacy Officer” – this role needs to be assigned in the User Profile.  User ID = PS (Super User Admin) PeopleTools > User Profiles > User Profiles  Step 4 – As an HR Administrator, you can see the Dr. License unmasked for Jean Parsons. Navigation – Workforce Administration dashboard > New Hire Tasks > Driver’s License Data > Jean Parsons Logout – Login as RCHANNING/RCHANNING (a HR Rep) Navigation – Workforce Administration dashboard > New Hire Tasks > Driver’s License Data> Jean Parsons  As an HR Representative, you can see the Dr. License masked for Jean Parsons. The HR Rep can only see the last 4 digits (as defined in Step 2 above). For Additional Information on Data Privacy - https://www.youtube.com/watch?v=g9bX55tHSMc  

Sensitive Data Masking safe guard’s confidential employee information like National ID and Banking Information which has become more important than ever.  For personal and sensitive information shared...

HCM

Applicant Communication for Successful Recruiting

Today candidates expect open communication with potential employers. PeopleSoft has added two new communication enhancements that can be used at the beginning of the candidate registration process.  First is an email notification at the point of registration, second is a reminder for candidates who have not completed their application.  Both notifications are set up on the Careers Site giving you the flexibility to have different notifications for different sites.  Below you can see the page for the setup. See Image 30 Highlights for a demo. The Registration email is automatically sent once the Candidate completes the registration. Some things that you might want to include in your Registration Notification include: How to change your password How to use secret questions A high-level overview of your application process Any information that your organization may feel is important to avoid questions later on Here is the sample that I used at the PeopleSoft Quest Reconnect Conference in July. I used a logo and different colors just to illustrate some of the configuration possibilities. I’m sure your Recruiting Administrator has come to you in the past asking about the candidates that started an application but never submitted it.  Did the candidate start the application and just forget to finish it? Did the candidate not know he/she had to click on the Submit button?  I know that a number of our customers created their own notification for Candidates in draft mode.  If you are one of them, hopefully, you can easily replace your customization with this enhancement. Just like the Registration Notification, you can create your own email to remind the Candidate that the application must be submitted in order to be considered for the job opening.  You determine the number of days the application is in draft mode before the email is sent.  If you use closed dates on your job openings, the process will also look at the close date and determine if an email should be sent.  The last thing you want to do is send an email and the job is closed. You may use the unsubmitted Jobs Reminder Run Control Page (HRS_RUN_APP_NOTIFY) to schedule the notification to the candidates. The candidates will only be reminded once per job opening. Customers that have taken up the email notifications have reported the number of applications that remain in the draft were reduced and also saw a reduction in the number of calls from newly registered Candidates asking for information about the recruitment process. We see the importance of easy communication from the Recruiter to the Applicant and expect more enhancements in the future. 

Today candidates expect open communication with potential employers. PeopleSoft has added two new communication enhancements that can be used at the beginning of the candidate registration process. ...

HCM

Personalize My Team

The My Team pages allow managers to see at a glance a range of human resources information for their direct line reports, including job information, contact information, leave balances, performance data, and compensation data. A new feature delivered in PeopleSoft HCM Image 32 is the ability to personalize the My Team page for Managers. Step 1 (Log in RCHANNING/RCHANNING a Manager) – Below is the delivered My Team page (pre-image 31). Step 2 (Log in PS/PS a PS Administrator) – Use the new setup page to configure the My Team for your Managers. Navigation - Set Up HCM>Common Definitions>My Team Configuration>Configure My Team The My Team setup page allows you to: 1.  Change the tab order display 2. Change the Tab label (ex. updated from Summary to My Team Summary) 3. Hide a page from displaying (ex. Using a 3rd party leave software not PeopleSoft Absence Management) 4. Add a ‘custom’ page using Drop Zones (ex. tab for Employee Birthdays or Anniversary Dates) Additional Information – Click on link to learn how to configure using Drop Zones https://www.youtube.com/watch?v=FNODb6NJQYs Configure My Team and Save page. Step 3 (Log in as RCHANNING/RCHANNING - Manager).  My Team page has been configured to 1) have new tab description 2) Leave Balances Tab as been hidden and 3) New Tab ‘My Team Birthday’s has been added using Drop Zones.    

The My Teampages allow managers to see at a glance a range of human resources information for their direct line reports, including job information, contact information, leave balances, performance...

HCM

Sensitive Data Masking: Simple as 1-2-3-4

Sensitive Data Masking safeguard’s confidential employee information like National ID and Banking Information which has become more important than ever. For personal and sensitive information shared by employees, it is important that sensitive data is only accessed by Administrators who are authorized. Your organization might grant access to Personal Data to users with different security roles, such as HR Administrators or a HR Service Representative, each requiring different access levels.  PeopleSoft HCM provides row-level security for Administrator components and ensures that only authorized users have access, however, this doesn’t secure the access to fields on the page that show sensitive information like birth date. For protecting sensitive data, you have the ability to easily mask highly sensitive fields like an employee’s national id, date of birth, bank account numbers, driver’s license and passport number.  Here is an example of how you would mask an employee’s driver’s license number. Step 1 (Log in PS/PS) –  Setup HCM > Install > Installation Table > HCM Options Tab  Check on Enable Data Masking > Save.     Step 2 – Set Up HCM > Security > Data Masking > Setup Component Level Masking Select the Enable Masking checkbox for DRIVERS_LICENSE Component,  Click the Masking Parameters hyperlink      Enter in the number of digits you want unmasked (you can mask the entire field or partial).  Click the OK button, then Click the Save button.     Step 3 – Set Up HCM > Security > Data Masking > Setup Authorized Roles Define what Security User Roles can see unmasked data (ex. HR Administrator) and who sees the data as masked (ex. HR Service Rep). Field Group = DL (Driver’s License), Click Search button Enter the Role of who can see UNMASKED data, save the page (this is the delivered role, you may have a different role name if you cloned the delivered role).   Step 3A - PeopleTools > User Profiles > User Profiles  PeopleSoft delivered a role “Data Privacy Officer” – this role needs to be assigned in the User Profile.   User ID = PS (Super User Admin)   Step 4 – Workforce Administration dashboard > New Hire Tasks > Driver’s License Data > Jean Parsons As an HR Administrator (PS/PS), you can see the drivers license number unmasked for Jean Parsons. Now logout.  Login as an HR Representative (RCHANNING/RCHANNING) Workforce Administration dashboard > New Hire Tasks > Driver’s License Data> Jean Parsons As an HR Representative, you can see the masked drivers license for Jean Parsons. The HR Rep can only see the last 4 digits (as defined in Step 2 above).  

Sensitive Data Masking safeguard’s confidential employee information like National ID and Banking Information which has become more important than ever. For personal and sensitive information shared...

ERP

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...

HCM

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...

HCM

Having Fun With The New HCM Fluid Announcement Tile

Announcing our new fun Fluid Announcement Tile feature that was delivered in Image 29.  Fluid Announcements is an easy, fun and creative way to communicate with your employees.  This is a great self service tool for employees and managers to see important announcements such as when timesheets are due, company event details, or team accomplishments.  You can configure the announcements for all employees or for a select group of employees (just follow the steps below). Step 1 - Add the ‘Announcements Tile’ on the Home page for Employees PeopleTools>Portal>Structure and Content Click on Fluid Structure and Content, Click on Fluid Home Pages, Click Edit next to Employee Self Service Click on  Tile Content >Search for Announcements and make the value ‘Opt-Dflt’   Step 2 – Configure the Announcement message by entering a description, who can view the announcement, and the announcement message itself. Set Up HCM > Common Definitions > HR Notification > HR Notification > HR Notification and Add a New announcement Notification. Step 3 – Run the process. Once successful, the message will appear on the Announcement tile.  Note: You can schedule when you want this process to run or run on demand.  You can also have multiple announcements display for employees. Set Up HCM > Common Definitions > HR Notification > HR Notification > Process Notification > Run the process. Login as in employee – Announcement displays in Employee Self Service Employee can click on Announcement to see more details.    

Announcing our new fun Fluid Announcement Tilefeature that was delivered in Image 29.  Fluid Announcements is an easy, fun and creative way to communicate with your employees.  This is a great self...

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...

HCM

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...

ERP

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...

Events

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...

ERP

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...

ERP

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...

ERP

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...

ERP

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...

HCM

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...

HCM

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...

ERP

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...

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...

HCM

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....