Sunday Mar 29, 2015

OpenWorld Call for Proposals is LIVE!

OpenWorld Call for Proposals is LIVE!

It seems like it was just yesterday we were at Oracle OpenWorld 2014 in San Francisco and here we go again.  This year Oracle OpenWorld will be October 25–29, 2015 in San Francisco.  The call for proposals for Oracle OpenWorld 2015 is now LIVE!  That means it is time to submit your session proposals for evaluation by the Oracle OpenWorld content teams (including yours truly).  As with every Oracle OpenWorld there is an incredibly limited number of available sessions.  So in order to increase the chances of your submission being selected here are some helpful guidelines:

  • Customer success stories are the most desirable.  Partners are great but nothing beats hearing directly from customers.
  • PeopleSoft 9.2 has been generally available for over 2 years with hundreds of live customers, sessions addressing that release or release independent topics will take priority.
  • PeopleSoft Fluid User Interface will be a hot topic at the event, customer success story sessions on this will be sought after.
  • Customers want to hear about best practices with PeopleSoft Selective Adoption and using PeopleSoft Update Manager, please share your best practices.
  • PeopleSoft and the Cloud, are you outsourcing your PeopleSoft to Oracle or a partner, have you adopted Oracle Cloud applications along side your PeopleSoft applications?  If so those are stories the audience would be interest in.
  • As much as possible sessions should share business objectives in addition to how they were accomplished and the technology used, quantifying business value delivered by PeopleSoft is tremendously helpful to a submitted session. 

So do not delay, submit your proposal today!


Wednesday Feb 04, 2015

Separating Billing and Revenue in Support of the New Revenue Accounting Standard

The Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) issued new revenue accounting standards in May 2014 with an effective date of 2017. PeopleSoft FSCM Update Image 10 includes enhancements to PeopleSoft Contracts and Project Costing to support customers in their transition to the new accounting standards.

Separating Billing and Revenue

Enhancements provide customers the option of defining prices for revenue separate from prices used for billing. With new Contracts functionality, customers can identify a total contract price for revenue and for billing and then allocate that price across contract line items. The price assigned to a contract line for revenue recognition may be different than the price of the line item for billing. In Project Costing, new revenue rate sets can identify rates and markups for revenue recognition that are different from the rates and markups used for billing and the related contract line limit for revenue recognition may be different from the billing limit. In addition, new attributes were added to the contract enabling customers to identify prime contracts from subcontracts and at the contract line level a new bundling attribute was added allowing customers to group related contract lines.


Exhibit 1: Separating Billing and Revenue on a Contract

Additive

The new revenue pricing functionality is additive. At the contract level, customers define if prices for billing and revenue should be maintained separately. Contracts that do not need separating pricing for revenue can continue using a single amount for both billing and revenue. Other PeopleSoft modules with existing automation to create contracts and recognize revenue, such as Pay/Bill Management and Grants, have the option of using the new functionality in the PeopleSoft Contracts and Projects modules.

Exhibit 2: Contract General Page

May Be Applied to Existing Contracts

After applying new functionality, most existing contracts will be identified as not having separate prices for billing and revenue as this was the case under prior versions. However, we expect customers will be reviewing their existing contract base for impact over a period of time and that some existing contracts will need to separately define revenue while others may not. The new functionality allows customers to update existing contracts to take advantage of new pricing functionality as that analysis occurs. Other contracts that are still being analyzed for impact can continue functioning as they did under prior versions until their review is complete.

Exhibit 3: New Revenue Allocation Page

Additional Information

For additional detail on the project and the enhancements included in PeopleSoft FSCM Update Image 10, customers can review the Oracle PeopleSoft Red Paper ‘Separating Revenue from Billing’ under My Oracle Support.

Tuesday Jan 13, 2015

PeopleSoft Mobile Inventory and New PeopleSoft Fluid User Interface

The introduction of smart phones started a mobile device revolution by changing what devices are used for mobile computing and by changing the user’s expectations on how and when they should have access to information. With PeopleTools 8.54 release; a new graphical UI called PeopleSoft Fluid User Interface is being introduced. Our intention is to present PeopleSoft application content in a highly usable fashion and to leverage the latest advancements in HTML, CSS, and JavaScript. This new PeopleSoft Fluid User Interface is planned to be added to the Mobile Inventory Application. The proposed new graphical UI will be used to provide a consistent user experience across all PeopleSoft mobile applications and provide optimized touch support with larger fonts, icons and fields to make it easier to use touch as an entry method. A second major benefit provided by the proposed new user interface version is that user organizations will be able to add and change fields in the Mobile Inventory application using PeopleTools. Below is an example of the proposed PeopleSoft Fluid User Interface mock-up of the PeopleSoft Mobile Inventory Picking Transaction. The two screens below show the existing Picking Transaction and the same Picking Transaction using the Fluid User Interface. The same functionality is planned to be provided with the new proposed new user interface.

      Exhibit 1 –PeopleSoft Mobile Inventory                                     Exhibit 2 – PeopleSoft Mobile Inventory

                    Current User Interface                                                          Proposed PeopleSoft Fluid User Interface

The proposed Mobile Inventory PeopleSoft Fluid User Interface version is planned for release as a post 9.2 update. It will be made available as a second version of Mobile Inventory. At that time, there will be two available versions of Mobile Inventory - the current Oracle Application Development Framework version and the new PeopleSoft Fluid User Interface version. The customer can decide to stay on the existing version or to upgrade to the new version. The existing 9.2 ADF version will remain available for use and is planned to be supported following the standard PeopleSoft 9.2 support policy The new PeopleSoft Fluid Interface version will become the new production version that will continue to receive enhancements. These new enhancements will not be applied to the existing 9.2 and 9.1 ADF Mobile Inventory versions. The proposed new Mobile Inventory version will use extensive HTML5 programming language and have greater memory requirements than the Windows Mobile Operating system is able to support, therefore Windows Mobile Operating System will not be supported by the new Mobile Inventory PeopleSoft Fluid User Interface version. The new PeopleSoft Fluid User Interface version will run on Android devices and Apple devices. Support for Windows 8 devices is under consideration in the future plan.

Customers evaluating Mobile Inventory today should consider what devices they plan to use today as well as devices they plan to use in the future. If the customer has already invested in Windows Mobile Devices (version 6.5), the customer may continue to use these devices with the current version of PeopleSoft Mobile Inventory. When the new Mobile Inventory User Interface version becomes available, the customer can then evaluate if they want to continue using the existing Mobile Inventory version or consider buying new mobile devices that are supported by the new Mobile Inventory User Interface version. Exhibit 2- PeopleSoft Mobile Inventory Operating System Matrix provides a summary of the proposed operating systems supported by the current and proposed Mobile Inventory versions.

Exhibit 3 – Proposed PeopleSoft Mobile Inventory Operating System Matrix


Thursday Dec 18, 2014

PeopleSoft eProcurement Content Management – More Options Than Ever Before

In many ways, a good eProcurement system has the same requirements as a mainline consumer shopping site – great usability, easy mobile access to your transactions and, most importantly, accurate searching and filtering.  With this functionality, you can quickly find the items you want, compare them to other items from other suppliers, and add them to your cart for later checkout or submit the order.

PeopleSoft eProcurement has focused on these key areas: an intuitive and configurable user interface, leveraging the latest rendering technology for an optimize mobile experience, and a variety of content management options, including the ability to search through external supplier catalogs in a marketplace and return that catalog information to the PeopleSoft search pages.

Content Options

The main content options for catalogs are:

Internal Catalogs These are catalogs that are stored locally in the system and can be created internally or uploaded into the system from a supplier or third party content management system. PeopleSoft provides a streamlined Catalog Management product with online error handling specifically to handle this.

Web CatalogsCommonly called Punchout catalogs, these are catalogs where a requestor would actually leave the eProcurement user interface and go to an external supplier website or to a marketplace to order items. Once the items have been ordered, the information would be brought back into PeopleSoft eProcurement for review, budget checking and submission for approval.

External Catalogs – This type of catalog (also known as a ‘transparent punchout’ or ‘distributed search’) allows requestors to search for products on an external supplier site or marketplace without leaving the eProcurement user interface. The search is executed in the background on the remote site, and returns a list of matching products to the eProcurement search page where they can add the item to the cart and continue the ordering process as with other catalog items.

Marketplace Integration

A marketplace is a central supplier catalog hub that contains multiple supplier catalogs. It allows customers to outsource the sometimes tedious task of loading in hundreds of supplier catalogs and their ongoing changes locally and instead, access the marketplace through a punchout or transparent punchout. In order to better support the growing trend of customers using marketplaces (particularly in the Public Sector, Higher Education and Healthcare sectors), PeopleSoft eProcurement is working with several partners including Vinimaya and Prodigo to provide ‘deep integration’ to these marketplaces so that, with one search from the PeopleSoft eProcurement interface, the marketplace results will be queried and returned to the PeopleSoft search page.

There are several advantages to this approach:

· Users do not need to punch out of the PeopleSoft interface to another interface to access their supplier catalog content, giving the users a more consistent user experience.

· Most marketplaces support ‘guided buying,’ allowing for optimized sorting of the search results, for example, show items on a contract, items in stock or items from green suppliers first in the sort sequence.

· The filtering capability within PeopleSoft allows for easy filtering of the results by supplier, manufacturer, item category and more.

In addition, PeopleSoft eProcurement has several unique features that other marketplaces do not support, including:

· The ability to display both internal and external content on one tab for easy comparison, that is, users do not need to know if items are stored internally or externally, and they can compare the items and make a decision based on price etc

· The ability to source from stock items to create a transfer request rather than always creating a purchase order.

· Visibility into associate item / supplier attributes (such as Green, Sustainable, Minority Owned etc) directly on the search results and the ability to then filter the item list by these attributes.

This deep integration provides a very compelling user experience when searching for external catalog items.

PeopleSoft Fluid User Interface

PeopleSoft is providing an advanced ‘fluid’ user interface that will allow a consistent look and feel across mobile devices (smartphones and tablets) and the desktop. This interface will automatically recognize the form factor of the device accessing it, and display the transaction that is optimized for that device.

A good example of this is the new PeopleSoft Fluid User Interface Requisition functionality, which allows for entry of a requisition on a mobile device.

When searching on a mobile device, the marketplace results (as well as internal catalogs, favorites etc) will also be displayed.

With PeopleSoft eProcurement 9.2, usability, mobility and advanced content management combine for a great user experience.

Wednesday Dec 10, 2014

Cool Tools You Can Use: Asset Management’s Mass Transaction Manager

The Cool Tools You Can Use series describes a business challenge, the PeopleSoft solution to the challenge, and how you can learn more. This posting focuses on Mass Transaction Manager.

Being able to adjust and transfer many assets at once without IT intervention is essential to efficient asset management. To reduce the demands on IT and to simplify the process of making mass updates to assets while improving the controls and governance over the execution of changes, PeopleSoft 9.2 now converts from the use of Mass Change to a new framework called Mass Transaction Manager. All of the former Mass Change transactions are available in Mass Transaction Manager so that an organization can switch to Mass Transaction Manager and no longer rely on Mass Change. Additionally, if an organization chooses to create its own mass update transactions, the Mass Transaction Manager offers a much-improved interface for developers and users.

The new Mass Transaction Manager offers significant improvements over the PeopleTools Mass Change tool. With Mass Transaction Manager, Asset Management acquires a user-focused, instead of IT-focused, interface for running mass updates. Enhanced prompts with subordinate keys appear in an easy-to-understand user interface. Key benefits of Mass Transaction Manager over Mass Change include no need to enter data multiple times, row-level security, the ability to execute processing logic, and confidence that the most current version of the updates is being run. Although Asset Management is the first PeopleSoft application to make use of the Mass Transaction Manager tool, its rich framework can be used by other applications in the future to improve the governance of their mass update processes.

To learn more about Mass Transaction Manager, please review the Mass Transaction Manager section of the PeopleSoft Asset Management online documentation.

Wednesday Nov 12, 2014

Oracle Value Chain Summit 2015: Enabling Agents of Change

The 3rd annual Oracle Value Chain Summit will be held January 26 – 28, 2015 in San Jose, California.  This event provides a unique venue for value chain leaders to gather and share how they are driving innovation.  See how your peers are changing the game, learn the latest industry trends, and develop strategies for success in our Maintenance Solution Area.  If you would like more information about the event, please visit the event site at www.oraclevaluechainsummit.com.

On Thursday, January 29, Oracle will host an in-person meeting of the PeopleSoft Maintenance Management Focus Group.  The PeopleSoft Maintenance Management Focus Group provides customers with an open forum for collaboration with member organizations and PeopleSoft Product Management.

Participation in the focus group provides the opportunity to:

  • Suggest prioritization of features within an initiative
  • Review and validate product direction
  • Help clearly define and review requirements
  • Share and review use cases
  • Provide feedback on prototypes
  • Share ideas, best practices, challenges and solutions with member organizations

Each customer is limited to 3 representatives, and must have a signed and valid Customer Participation Confidentiality Agreement (CPCA). If you are interested in attending the 2015 PeopleSoft Maintenance Management Focus Group meeting, please contact Loida Chez.

Friday Nov 07, 2014

PeopleSoft HCM 9.2 Update Image 9 is Now Available! - Simple and Intuitive User Interface on Multiple Devices

The PeopleSoft HCM team is proud to announce that Update Image 9 for PeopleSoft HCM 9.2 is now available!

This Update Image is the largest and most impactful PeopleSoft Update Image posted to date. This cumulative Update Image includes all new features and fixes from previous PeopleSoft HCM Update Images as well as a plethora of new items including multiple PeopleSoft Fluid User Interface enabled HCM transactions ready for any mobile device.

Optimized across multiple platforms including smartphones, tablets and laptops/desktops, the new PeopleSoft Fluid User Interface (Fluid UI) provides an intuitive and responsive user interface that provides native-application interactivity across a range of mobile operating systems and devices. With more than 50 new features and functions, Fluid UI provides employees, managers and executives with a familiar native user experience that helps maximize productivity and effectiveness while eliminating the need for training.


It is our goal to provide you with new functionality that is intuitive and simple to use, increasing your productivity while lowering your total cost of ownership. You will see those goals realized with the new HCM homepages. This new functionality provides the user with an easy to use application that is configurable so you can determine what homepages and tiles you want to see based on your organizational needs. Some characteristics and functionality of delivered fluid homepages include:

  • PeopleSoft delivers two out-of-the box homepages (Employee Self Service and Manager Self Service) with the ability to create your own.
  • You can navigate from one homepage to the next by simply selecting the page you want or swiping to the left (on a tablet or phone).
  • Each homepage contains tiles. You have the ability to add, remove and control the placement of the tiles. You can also share tiles across multiple roles and landing pages. 
  • Users will be able to view key information at a glance that is dynamic and data displays on tiles.  The user can click or tap on tiles to access the associated content.

On the Employee Self Service homepage your employees will have easy access to your company directory with just a quick tap or click on a tile. Your employees will also be ability to view and update their personal or talent related information. They can enter time in Time and Labor or request time off in Absence Management. It provides the employee with easy access to other key information such as viewing their paycheck, benefits, performance documents, and their total rewards.  The learning tile is for those customers that use the Enterprise Learning Management (ELM) application and it will provide announcements, a to-do list, and provide the employee with a listing of courses they are currently enrolled in.

Managers will also have easy access to the company directory from the Manager Self Service Landing Page. Managers will also be able to view and perform other tasks such as reviewing HR information, employee punched and elapsed time, absence requests, and is automatically notified when approvals are required. The manager will also be able to view other important information including team performance information and learning information such as overall enrollment and completion of learning courses. For those customers that use PeopleSoft Recruiting your current job openings and details is just a click or swipe away.

HR transactions are also now much easier with the new Guided Self Service. This configurable application allows organizations to create any number of “compound” transactions by combining multiple transactions into one easy to use guided process that walks the user through step by step, capturing the exact data needed to complete the transaction.

WorkCenters and Embedded Analytics are another great example of how users can be more efficient and productive. Payroll for North America delivered the Payroll for North America WorkCenter. This is a one stop shop for the Payroll Administrator to process payroll. The WorkCenter provides the administrator with alerts and analytics to help identify errors prior to a payroll going out the door.  

Update Image 9 also delivered new Analytics in other areas such as Time and Labor and Absence Management allowing you to get more insight, spot trends and issues, and have the opportunity to take action with ease.


Several other enhancements were included in Update Image 9 and we encourage you to take a look at the Update Image to see the new functionality/enhancements in PeopleSoft HCM!

For more information check out this press release, visit the new Cumulate Feature Overview page (now with PeopleSoft Update Image level detail), watch PeopleSoft Fluid UI videos on the PeopleSoft YouTube channel, and/or read the Update Image Overview document.


Wednesday Oct 29, 2014

PeopleSoft Selective Adoption

If you are plugged into the PeopleSoft social media channels like our Facebook page, Twitter feed, and Linkedin development group or if you tuned into the Quest Users Group PeopleSoft Townhall featuring Paco Aubrejuan (Oracle’s Senior Vice President and General Manager of PeopleSoft Development), you likely heard us talking about “PeopleSoft Selective Adoption.” Maybe you are wondering what exactly that is; that’s where I come in. For some time now the PeopleSoft product team has been talking about how, starting with PeopleSoft 9.2, we are delivering updates on a continuous basis with new capabilities planned for delivery 2 – 3 times a year. But it’s not about us and what we are doing; it is about you – the customer. “PeopleSoft Selective Adoption” is the terminology we are using to convey what this new age of PeopleSoft delivery means to our customers. As a PeopleSoft customer on PeopleSoft 9.2, “PeopleSoft Selective Adoption” means:

  • You get new capabilities without the need to upgrade ever again.
  • You take only the changes you want, when you want.
  • You don’t need to be current on maintenance to take changes.

Your need to avoid costly and disruptive upgrades in the future and your desire to selectively adopt our continued PeopleSoft innovations – on your terms, drove us to this new model. This is possible due to new tools including PeopleSoft Update Manager (PUM) and new processes we have put in place. To truly maximize the benefits of “PeopleSoft Selective Adoption” your organization will need to change. Change how the line of business and IT work together to prioritize business needs, how it looks at maintenance planning, and how it executes the delivery of new PeopleSoft functionality. The PeopleSoft team has begun working with our customers to capture best practices, lessons learned, and guidance on how to best take advantage of “PeopleSoft Selective Adoption” and has published a white paper on this topic.

As always, for more information stay informed, and stay connected: Facebook, Twitter, Linkedin, YouTube, PeopleSoft Information Portal.

Thursday Oct 09, 2014

Oracle OpenWorld '14 PeopleSoft Recap

Wow that was some event! Oracle OpenWorld ran from Sunday, September 29 to Thursday, October 2 and PeopleSoft was there in full force for every moment. The 50,000 plus attendees had over 135 PeopleSoft relevant sessions to choose from and 12 PeopleSoft demonstration stations to see the latest and greatest from PeopleSoft. The PeopleSoft content kicked off with the PeopleSoft general session “PeopleSoft Strategy and Roadmap—Modern Solutions Delivered with Ease” [GEN7438]. There Paco Aubrejuan (Oracle’s Senior Vice President and General Manager of PeopleSoft Development) addressed a standing room only crowd of over 550 attendees. Paco conveyed how Oracle’s continued investment in PeopleSoft is delivering key innovations that address our customer’s greatest challenges. Those challenges are:

  • Delivering a robust solution that is intuitive and easy to use – regardless of device (mobile device or desktop workstation)
  • Ensuring that new PeopleSoft capabilities are delivered on a continuous basis and are easy to adopt at a low cost, without the need to upgrade.

Paco shared at great length how the investments in the new PeopleSoft Fluid User Interface and the new continuous PeopleSoft Delivery Model address these challenges.


Other key PeopleSoft sessions picked up on the themes laid out in the PeopleSoft general session. Maria Ana Santiago and Robbin Velayedam (two of Oracle’s Directors of PeopleSoft HCM Product Strategy) flawlessly executed a realistic “day-in-the-life” of an HR manager during the “PeopleSoft Human Capital Management—Update and Roadmap” [GEN7666] general session. They easily executed employee and manger self-service tasks such as entering time, requesting leave, and acting on notifications using the new PeopleSoft Fluid User Interface, while seamlessly transitioning between a smart phone, a tablet, and a desktop. Amira Morcos (Oracle’s Senior Director of PeopleSoft Financials Product Strategy) showcased the rich functional capabilities that continue to be added onto PeopleSoft Financials 9.2 during her “Do More with Less: The Value of PeopleSoft Financials 9.2 and the Product Roadmap” [CON7601] session.

There was also a great deal of PeopleSoft content devoted to the new PeopleSoft Delivery Model. Adding a new slant to this topic, David Bain (one of Oracle’s Director of Product Strategy for PeopleTools) discussed how customers need to adapt to the new PeopleSoft Delivery Model in order to maximize its value to their organization. David covered this in his “What You Need to Do to Take Advantage of the PeopleSoft Delivery Model” [CON7597] session as well as in the recently published white paper on this topic. Those are just a few of the Oracle led sessions. There were numerous sessions where customers including Boeing, Wells Fargo, Erlanger Health, AARP, Adventist Health System, and Verizon shared their PeopleSoft 9.2 success stories. The number of PeopleSoft 9.2 customers at the event was astonishing. In sessions, when asked if they were on or moving to PeopleSoft 9.2 over half the audience indicated with a show of hands that they were.

Hands down, the star of the event for PeopleSoft was the new PeopleSoft Fluid User Interface. It was shown in sessions, at the PeopleSoft demonstration stations, at one-on-one customer meetings. It was shown on smart phones, tablets, and desktops. The customer response was universal – it looks amazing! Customers told the PeopleSoft team that “PeopleSoft Fluid User Interface is exactly what we are looking for.” If you have not seen the new PeopleSoft Fluid User Interface yet, check out the PeopleSoft Fluid User Interface playlist of videos on the PeopleSoft YouTube channel.


There was so much great content at Oracle OpenWorld for PeopleSoft it is impossible for any one person to see it all. Be sure to check out the online Content Catalog for posted presentations. If you miss Paco’s PeopleSoft general session, the Quest Users Group will be hosting a PeopleSoft Townhall on October 22 @ 11:00am PT/2:00pm ET. Register for that online event here.


Monday Aug 18, 2014

PeopleSoft Grants & the Federal Agency Letter of Credit Draw Changes

For decades, most, if not all, US Federal agencies that sponsor research allowed grant recipients to request and receive payments using pooled accounts, commonly known as pooled letter of credit (LOC) draws. This enabled organizations, such as universities and hospitals, fast and efficient access to reimbursement of the expenditures they incurred conducting research across a portfolio of grants. To support this business practice, the PeopleSoft Grants solution has delivered an LOC Draw report to provide the total request amount along with all of the supporting invoice details for reconciliation and audit purposes.

Now, in an attempt to provide greater transparency, eliminate fraud, strengthen accountability for grant-related financial transactions, and simplify grant award closeout, many US Federal sponsors are transitioning from the “pooling” letter of credit draw method to requesting on a “grant-by-grant” basis. The National Science Foundation, the second largest issuer of Federal awards, already transitioned to detailed grant draws in 2013. And, in response to the U.S. Department of Health and Human Services (HHS) directive to HHS-supported Agencies, the largest Federal awards sponsor, the National Institutes of Health (NIH), will fully transition to the new HHS subaccount draw method. This will require NIH award recipients to request payments based on actual expenses incurred on an award-by-award basis. NIH is expected to fully transition to this new draw method by the end of Federal fiscal year 2015.  (The NIH had planned to fully transition to this new method by the end of fiscal 2014; however, the impact to institutions was deemed to be significant enough that a reprieve was recently granted.)

In light of these new Federal draw requirements, we have recently released these new features to aid our customers on both PeopleSoft Grants releases 9.1 and 9.2:
1. Federal Award Identification Number on the Proposal and Award Profile
2. Letter of credit fields on contract lines to support award basis draws and comply with Federal close out mandates
3. Process to produce both pro forma and final LOC Draw Reports in BI Publisher report format
4. Subacccount ID field on the LOC Summary and a new BI Publisher version of the LOC Summary report
5. Added Subaccount Field and contract info to be displayed on the LOC summary page
6. Ability to generate by a variety of dimensions pro forma and invoiced draw listings
7. Queries for generation and manipulation of data to upload into sponsor payment request systems and perform payment matching
8. Contracts LOC Close Out query to quickly review final balances prior to initiating final draws and preparing Federal Financial Reports prior to close

The PeopleSoft Development team actively monitors this and other major Federal changes and continues working closely with the Grants Product Advisory Group of the Higher Education User Group to ensure a clear understanding of what our customers need in order to transition to new approaches for doing business with the Federal government.

For more information regarding the enhancements to the PeopleSoft Grants solution, existing customers can login to My Oracle Support and review the Enhancements to Letter of Credit Process (Doc ID 1912692.1) associated with resolution ID 904830. This enhanced LOC functionality is available in both PeopleSoft FSCM 9.1 Bundle #31 and PeopleSoft FSCM 9.2 Update Image 8.

Thursday Jul 24, 2014

Gartner Analysis: PeopleSoft Update Manager Delivers Significant Improvements to the Upgrade Tools and Processes

For the last several months Gartner Group has been in contact with PeopleSoft customers using the PeopleSoft Update Manager (PUM). This new capability gives customers a high degree of flexibility to selectively apply new features, patches, and legal/regulatory updates.  To understand how customers are utilizing this new capability you can read the full report from Gartner Group here:

PeopleSoft Update Manager Delivers Significant Improvements to Upgrade Tools and Processes

For more information on the PeopleSoft Update Manager see these resources:

If you are planning or executing a PeopleSoft 9.2 upgrade or implementation, it is important that you include PUM in your plans.  Use the following resources:
  1. The PUM Home Page.  Single site that contains all PUM related content, training, and image schedules, as well as links to all information mentioned below.
  2. PUM Video Feature Overview:  If you don’t know what PUM is, start here. 
  3. PUM Hardware and Software Requirements: See the Quick Start Guide (#9) and Using VirtualBox Images (#10) on the PUM Home Page.   These two documents outline the hardware and software requirements for PUM. 
  4. PUM Instructions and Best Practices: See all other documents and trainings on the PUM Home Page.

Training can be directly accessed in the Oracle Learning Library here:

PeopleSoft Update Manager End to End Training Module 1

PeopleSoft Update Manager End to End Training Module 2

PeopleSoft Update Manager End to End Training Module 3

Friday Jun 27, 2014

OHUG PeopleSoft HCM Roadmap session: Is PeopleSoft HCM a Modern HR System?

There is a lot of buzz in the HCM market around Modern HR systems. During OHUG, we wanted to make our Customers pause and think about that. What is a modern HR system? Is PeopleSoft HCM modern? 

As you all know, PeopleSoft HCM has been in the market for more than 20 years. For some of you that could translate into PeopleSoft HCM being an old system.  We instead think of PeopleSoft HCM as a mature, proven and reliable system. PeopleSoft HCM has reinvented itself several times since its first release in 1987. Our products did not stand still. They needed to evolve and transform to respond to the challenging HR business needs.  Take a look at the 2013 American Payroll Association Prism Award. Each year, the American Payroll Association honors organizations based on best practice achievements in Technology, Management, Processes, Performance Study and Overall Best Practices. Three out of the five awards went to PeopleSoft HCM Customers (Hackensack University Medical Center, Capital One and Gap Inc). Also, HR Executive Magazine selected the 2013 CHRO of the year. The award went to Mark James, CHRO of Honeywell. Honeywell uses PeopleSoft HCM which has enabled Honeywell HR transformation process. 

Do you use Microsoft Office? Microsoft Office first release (Office 1) came out in 1990. Do you think about Microsoft Office as an old product?  Office 1 is certainly “old”, the same way PeopleSoft HCM 7.5, 8.0 or 9.0 are “old” based on today’s standards. But the products did not stand still, they evolved and kept being  leaders in their space, even when you have other options.

So,  what is the definition of modern HR System? For us modern system implies the following characteristics:

- Easy to use
- Mobile
- Open and integrated
- Configurable and Customizable
- Contextual information/analytics
- Flexible and with low cost of maintenance

Most of you have already got visibility into the 9.2 release. You have seen that 9.2 has already moved the needle on these areas and started a paradigm shift. The 9.2  Release changed the way users interact with PeopleSoft HCM, making it simple to use through the use of Global Search, Search with facets, Related actions and Guided processes. Users get access to role-based workcenters and dashboards that are tailored to their needs, with embedded analytics that allow them to analyze information and take contextual action. All based on your role and respective security access.

With our 9.2 release we also introduced the new delivery model which includes delivering new functionality two to three times a year and making maintenance plus new functionality available through product update images that are cumulative. That means that if you are in 9.2 you can now take a look at the latest product image and decide what you want to deploy in your environment and when. You don’t have to take everything we deliver if you don’t want to, and you can selectively pick and choose what makes sense to your organization.

During OHUG we showed and demoed what we have delivered in the latest product images as well as what we are planning on delivering during the rest of this calendar year.  Several of the new applications and new capabilities to be delivered are being built with Peopletools 8.54 Fluid technology. The paradigm shift that started with 9.2 is now taking another dimension and completing the modernization of PeopleSoft HCM.  PeopleSoft Responsive and Fluid design allows PeopleSoft HCM to have applications that can be optimized for multiple devices - phone, tablet and desktop -. It doesn’t matter what size of monitor you have, or what type of tablet, or which phone. Our applications will render and adjust to the device you are using. Some of the applications we demoed at OHUG were: Mobile Approvals, Time and Absence Entry,  Manager Self Service with the new My Team View and Guided Self Service, Employee Self Service with new Personal data / profile self service capabilities. 

What of these new capabilities or features would you like to uptake? With our new delivery model you can decide that. You can take one feature, a couple, everything or nothing. If you are on the most conservative side of the spectrum, you can decide not to take any of these new responsive/mobile applications and just take some the critical legislative changes your organization needs (e.g.: OFCCP, DOMA, or others).  If you are running PeopleSoft HCM in a private cloud model, you can have your service provider deploying and managing this for you.

So … Is PeopleSoft HCM a modern HR system? We are convinced the answer is YES!  And you have the power to decide if you want to modernize your PeopleSoft HCM environment.

Monday Jun 23, 2014

PeopleSoft Interaction Hub Release Value Proposition for Revision 3

Check out this great blog posting on the "PeopleSoft Technology Blog" on the delivery of the Release Value Proposition for the PeopleSoft Interaction Hub 9.1/Revision 3.

Friday Jun 20, 2014

Configuring HTML Email Approval to Meet Your Needs: What Organizations Need to Know About Configuring HTML Email Approval and How to Use It

Today's workforce is fundamentally different and no longer limited to the office.  Mobile devices are integral companions in today's modern work life.  HTML Email Approvals provide the always-connected manager an effective method of monitoring and staying on top of approval requests. For example, a manager is often required to approve last minute requests such as vacation, sick, maternity leave, expense report, promotion, or other tasks while he is away from his office.

PeopleSoft HTML Email Approvals facilitates the mobile managers the ability to review and take approval actions without the need to log into their system to perform the tasks. The HTML approvals are delivered templates that enable the PeopleSoft application to send, receive, and process emails with interactive content.  The managers will be able to take approval actions without having to connect through the firewall/intranet or log into a Virtual Private Network (VPN) to access the PeopleSoft system.

The HTML approvals can be access from any email client (e.g. Microsoft Outlook, Mozilla Thunderbird) and using various devices (e.g. laptop, smart phone, or tablet).

HTML Email Approvals

HTML Email Approvals works in conjunction with PeopleSoft Approval Workflow Engine (AWE).  The approval email is generated when a user triggers an action such as submitting a vacation request (see Figure 1).  The action is processed using our PeopleSoft Integration Broker.  When the manager opens the email, the manager will be able to approve, deny, or push back on the pending request.  The process is transparent to the everyday manager and the transaction is securely updated using PeopleSoft single sign-on and Integration Broker.

Figure 1 HTML Email Approvals Process Flow

The following table contains the HTML Email approvals templates delivered for releases 9.1 and 9.2:

 Financials/Supply Chain Management
 Human Capital Management
 Self Service Invoice Job Opening
 Receivables Job Offer
 Service Procurement Absence Request
 Control Budget Journal Extended Absence Request
 Purchase Order Promote Employee
 Treasury Settlements Transfer Employee
 Journal Reporting Change
 Voucher Performance Document
 Credit Invoice
 Service Work Order
 Requisition
 Time Report
 Expense Report
 Cash Advance
 Travel Authorization


Benefits of Implementing HTML Email Approvals

Content-Rich Email: HTML Email Approvals allows you to provide consistent usability that is content rich to enable users to make well-informed and accurate decision (see Figure 2).  Approval options such as Approve, Deny, or Push Back are actionable within the email.  The email can also provide quick links into PeopleSoft.

Figure 2 Example of Request Absence HTML Email

Access on the Go: HTML Email Approvals can be access from any email client and using various devices.  There is no need to connect into your intranet or Virtual Private Network (VPN).  The approval actions are taken directly within the email.

Security: We use your PeopleSoft security to authenticate and encrypt the information that is sent through the email server to ensure your data is protected.

Configurability: The delivered templates are highly configurable.  You can add or remove content as needed to better fit your business needs and provide optimal user experience (see Figure 3).  You can convert your existing text email templates into HTML email templates.  PeopleSoft plans on delivering additional templates.  Customers can leverage the delivered documentation to guide you through the HTML Email configuration process.

Figure 3 Example of How to Edit an HTML Template

Best of Both Worlds: Customers will have the option to continue using the classic text email template or start using the HTML email templates.  We deliver the HTML Email Approvals configuration disabled by default.  This provides customers flexibility to decide when and which transaction to use the HTML Email Approvals.

Additional Information

For more details on how to download and apply this new functionality please check the following Doc IDs  1577468.1 and 1585801.1 in My Oracle Support (MOS).

Tuesday Jun 10, 2014

PeopleSoft @ RECONNECT 14

Quest’s RECONNECT 14 is just around the corner and will be here before you know it. RECONNECT 14 is Tuesday, July 22 – Thursday, July 24 at the Hyatt Regency O’Hare in Rosemont, IL. Quest’s RECONNECT event is a PeopleSoft-specific deep dive conference for the Quest community. Join Quest and hundreds of other PeopleSoft users for deep-dive education into all things PeopleSoft; from HCM and Financials to Applications Tools and Technology (i.e. PeopleTools) and Procurement (i.e. Supplier Relationship Management). RECONNECT also includes industry specific interest areas like those for Financial Services and Manufacturing and Distribution.

This year's event will feature many key players from Oracle’s PeopleSoft team including PeopleSoft Product Strategy leads and PeopleSoft Development leads. Nearly 50 of the more than 175 conference sessions will be led by members of Oracle including pillar-specific roadmap presentations. Create a custom agenda that fits your specific needs and interests.

The RECONNECT Advance Program is now available and includes:

  • Who Should Attend?
  • Keynotes and Super Sessions
  • Full Listing of Conference Sessions
  • Ways to Influence Future PeopleSoft Investments
  • Trainings and Continuing Professional Education (CPE) Offerings
  • Onsite User Group Meetings

Don’t wait another moment, register now.


Monday Jun 02, 2014

Cool Tools You Can Use: Validation Templates for PeopleSoft Contracts Processes

This is the first in a series of postings we’ll be making under the heading of Cool Tools You Can Use. Our PeopleSoft product management team identified the need for this series after reflecting on the many conversations we have each year with our PeopleSoft community members. During these conversations, we were discovering that customers and implementation partners were often not aware that solutions exist to the problems they were trying to address and that the solutions were readily available at no additional charge. Thus, the Cool Tools You Can Use series will describe the business challenge we’ve heard, the PeopleSoft solution to the challenge, and how you can learn more about the solution so that everyone can be sure to make full use of what PeopleSoft applications have to offer.

The first cool tool we’ll look at is the Validation Template for PeopleSoft Contracts Process Requests, which was first released in December 2013 as part of PeopleSoft Contracts 9.2 Update Image 4.

The business issue our customers highlighted to us is the need to tightly control but easily configure and manage the scope of data that any user can process when initiating a process. Control of each user’s span of impact is essential to reducing billing reconciliation issues, passing span of authority audits, and reducing (or even eliminating) the frequency of unexpected process results. 

Setting Up the Validation Template for a PeopleSoft Contracts Process

With the validation template, organizations can easily and quickly ensure the software restricts the scope of transactions a user can affect and gives organizations the confidence to know that business processes are being governed effectively. Additionally, this control of PeopleSoft Contracts process requests can be applied and easily maintained and adjusted from a web browser thereby enabling analysts to administer the rules without having to engage software developers to customize the software.

During the field validation template setup, an analyst specifies the combinations of fields that must contain values when a user tries to setup a run control and initiate a PeopleSoft Contracts process from a process request page. For example, for the Process Limits component, an organization could require that users enter a valid combination of values for the business unit, contract, and contract type fields or a value in the contract administrator field. Until the user enters a valid combination of entries on the process request page, he cannot launch the process.

With the validation template activated for process request pages, organizations can be confident that PeopleSoft Contracts users will not accidentally begin generating invoices or triggering other revenue management processes for transactions beyond their scope of authority.

To learn more about the Validation Template, please review the Defining Validation Templates section of the PeopleSoft Contracts PeopleBooks. 

About

This blog is dedicated to topics focused on PeopleSoft Applications, including Human Capital Management, Financials, Enterprise Service Automation, Asset Lifecycle Management, Procurement, Supply Chain and Customer Relationship Management.

For information about legislative updates to our PeopleSoft Applications see the PeopleSoft Legislative Updates Blog.

For information about PeopleTools see the PeopleSoft Technology Blog.

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