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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...