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
 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. 

Monday May 19, 2014

PeopleSoft Financial and SCM 9.2 Revision Release Available on OSDC

The new PeopleSoft delivery model enabled by the PeopleSoft Update Manager (PUM), means the continuous delivery of enhancements and maintenance via PeopleSoft Update Images. In order to assist customer who are deploying PeopleSoft 9.2 and ensure they get the latest and greatest capabilities the PeopleSoft team periodically plans on delivering Revision Releases. Revision Releases are a recut of the CDs for PeopleSoft 9.2 that include enhancements and maintenance through the most current PeopleSoft Update Image. Upgrade scripts are updated so that the Revision Release is the scripts target. What this means is customers who are just starting their upgrade or implementation of PeopleSoft 9.2 process can go directly to the latest PeopleSoft Update Image.

As of mid March, 2014 the PeopleSoft Financials and Supply Chain Management (SCM) 9.2 Revision Release (through PeopleSoft Update Image 5) has been available on the Oracle Software Delivery Cloud (OSDC) as well as for physical shipment. This recut CD for PeopleSoft Financials and SCM 9.2 reflects enhancements and maintenance through PeopleSoft Update Image 5, and includes both the English and Multilingual versions.

In addition to the application CDs, the documentation on OSDC and My Oracle Support has been updated to reflect changes through PeopleSoft Update Image 5, including the Supplemental Installation docs and Online Help.  The upgrade homepages on My Oracle Support reflect re-certification of the upgrade scripts through PeopleSoft Update Image 5:

  • PeopleSoft Financials/Supply Chain Management 8.9 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629683.1)
  • PeopleSoft Financials/Supply Chain Management 9.0 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629700.1)
  • PeopleSoft Financials/Supply Chain Management 9.1 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629720.1)

A Revision Release for PeopleSoft Human Capital Management (HCM) is currently planned for later in 2014.

Tuesday May 13, 2014

Accenture Launches Enterprise Solution for Pensions based on Oracle’s PeopleSoft Applications

Accenture’s Enterprise Solution for Pensions (AESP), is powered by Oracle’s PeopleSoft applications, Oracle Middleware, and Oracle Technology. It enables a faster and more cost effective pension system for organizations that require greater flexibility and agility to adapt to constant policy changes. AESP incorporates more than 30 years of experience implementing the capabilities needed by public pension organizations that serves tens of millions of people.   See more on the announcement here:    Accenture Launches Enterprise Solution for Pensions, Powered by Oracle PeopleSoft.

“Accenture has significant subject matter expertise in this space as well as extensive skills to leverage Oracle’s PeopleSoft Pension solution along with additional Oracle assets, including Oracle Policy Automation, for a complete offering,” said Paco Aubrejuan, senior vice president and general manager, Oracle’s PeopleSoft. “Together, Accenture and Oracle can provide publicly funded pension systems the flexibility to modernize their systems in a cost effective manner while utilizing a comprehensive solution.”

Learn more about PeopleSoft,  PeopleSoft Pension, and Accenture’s pensions.

Monday Apr 21, 2014

COLLABORATE 14 PeopleSoft Recap

COLLABORATE 14 just took place on Monday, April 17 – Friday, April 11 in Las Vegas, NV.  It was another successful event driven by the Oracle user groups of: Quest International Users Group, the Oracle Applications Users Group (OAUG), and Independent Oracle Users Group (IOUG).  The event had approximately 6,000 total attendees with nearly 1,250 sessions and panels packed with first-hand experiences, case studies, and practical “how-to” content.  PeopleSoft content was delivered through the Quest International Users Group with over 170 PeopleSoft-centric sessions.  That included over 60 PeopleSoft customer led sessions and over 45 Oracle led sessions.

Most PeopleSoft conference participants attended Paco Aubrejuan’s (Oracle Senior Vice President, PeopleSoft Development) PeopleSoft General Session: PeopleSoft Update and Roadmap (Session ID: 109590). With an audience of over 400 people, Paco discussed how Oracle’s investments in PeopleSoft applications have transformed PeopleSoft into a modern enterprise software solution by providing:

  • A consumer internet user experience
  • Intuitive, process oriented business flows
  • Contextual, information delivery
  • Simplified productivity
  • The enablement of a mobile workforce
  • The ability to easily adopt and manage changes

The highlight of Paco’s session was the live demonstration of the new PeopleSoft Fluid User Interface (UI). The new PeopleSoft Fluid UI enables the delivery of PeopleSoft applications in a modern, intuitive, and personalizable way across multiple devices (tablets, smart phones, and desktops) regardless of operating system. Using the latest state-of-the-art technologies like HTML5 and CCS3 incorporated into the next PeopleTools release (PeopleTools 8.54), the new PeopleSoft Fluid UI is delivered via a device’s browser. It is responsive to a device’s form factor – this means application screens can be optimized to different sized devices and render the most appropriate information in a dynamic manner. In his PeopleSoft General Session: Technology Update and Roadmap session (Session ID: 108630), Jeff Robbins (Oracle Senior Director, PeopleTools Strategy) continued the discussion on how PeopleSoft truly is a state-of-the-art solution and how PeopleTools drives PeopleSoft innovation. Check out the PeopleSoft Talk with Jeff on the Power of PeopleTools.

Leaders from Oracle’s PeopleSoft product management and development team were on hand and conveyed the value of PeopleSoft 9.2 as well as the future investment strategy for PeopleSoft. A large number of PeopleSoft conference attendees indicated they were live or moving to PeopleSoft 9.2, illustrating the continued and growing excitement for the PeopleSoft 9.2 release. One force driving that excitement is the PeopleSoft Update Manager (PUM). The PeopleSoft Update Manager revolutionizes how Oracle delivers new PeopleSoft capabilities and maintenance. With it, customers can self-select the changes they want to apply on their schedule. This enables customers to get more value from their PeopleSoft solutions at a lower cost via a new PeopleSoft delivery model. Michael Krajicek (Oracle Senior Director, PeopleSoft Architecture Development) got into the details of PUM during the Optimizing Maintenance Strategies Using PeopleSoft Update Manager session (Session ID: 108520).

This conference wasn’t just about PeopleSoft and what it can do. A significant number of sessions also shared how PeopleSoft customers can gain additional value from the rich portfolio of Oracle applications. From UPK and GRC Advanced Controls to Hyperion and Webcenter, Oracle product experts discussed the integration of these solutions to PeopleSoft and customer successes in these areas. All-in-all there was fantastic content for PeopleSoft customers delivered by Oracle, partners, and customers as well. Conference attendees can access uploaded session content here (conference login required). Mark your calendars for COLLABORATE 15 being held Sunday, April 12 – Thursday, April 116 in Las Vegas, NV.

Friday Apr 18, 2014

PeopleSoft 2014 EMEA Tour

In four days, Jeff Robbins (Senior Director, PeopleSoft Product Strategy) and I visited four cities in four separate European countries as part of our annual PeopleSoft EMEA tour. Events in each city were attended by enthusiastic PeopleSoft customers. We shared with them a consistent message that conveyed:

  • Oracle continues to invest in PeopleSoft
  • Oracle’s investments in PeopleSoft enable it to address customers’ needs for modern enterprise software
  • Capabilities like the PeopleSoft Fluid UI and PeopleSoft Update Manager define PeopleSoft as a ‘state of the art’ solution set
  • PeopleSoft and Oracle Cloud solutions are intended to complement one another
  • Only Oracle provides PeopleSoft customers a flexible path to the cloud based on their needs and their timing

The first stop in the PeopleSoft 2014 EMEA Tour was in the Netherlands.  There, the Oracle Benelux User Group (OBUG) hosted the event aboard the S.S. Rotterdam with over 100 attendees.  At this event, attendees also heard from CGI as they shared their PeopleSoft 9.2 upgrade plans that include incorporating their acquisition of Logica.  From there, the tour visited the United Kingdom; about 100 attendees participated in UKOUG EMEA PeopleSoft Roadshow at the Oracle London City Office.  Oxfam (check out Graham Smith's blog on their upgrade), Hays, and Greene King (a net-new PeopleSoft customer), spoke at the event about their PeopleSoft 9.2 deployments and usage of PeopleSoft Update Manager.  Duncan Davies of Succeed Consultancy (the partner who implemented at Greene King) summarized the event extraordinarily well in his blog.  In France, the PeopleSoft 2014 EMEA Tour was part of an Oracle Users Day (Journee Utliisateurs) that included PeopleSoft, JD Edwards, and eBusiness Suite content.    Lastly, the PeopleSoft 2014 EMEA Tour visited Spain.  There the local Spanish user group – Círculo de Usuarios de Oracle de España (CUORE) supported a lively event that included a focus on how the PeopleSoft team delivers local legal and regulatory requirements.

All in all it was a fantastic tour. It is an amazing opportunity to share the PeopleSoft team’s key messages with customers, listen to their feedback, and hear about their successes with PeopleSoft. I am already looking forward to next year’s tour.

Wednesday Apr 02, 2014

PeopleSoft @ Alliance 14

The Higher Education User Group (HEUG) Alliance 14 conference took place in Las Vegas, NV last month and was a roaring success. Over 4,250 attendees participated in the event which is focused on Higher Education and Public Sector institutions using Oracle applications and technology. The vast majority of attendees at the event are PeopleSoft applications customers.  The event kicked off with some major announcements from Oracle about its continued and committed investment in the Higher Education industry.  These announcements were:

  • Planned future release of a PeopleSoft Campus Solutions 9.2
  • Development of a totally new, cloud-based student information system
  • Continued enhancement of Oracle ERP Cloud solutions to address the industry specific requirements of Higher Education institutions

I had the distinct pleasure of sitting down with Mark Armstrong, Oracle's Vice President of Higher Eduction development to discuss these announcements in an exclusive PeopleSoft Talk interview.

In addition to these key announcements, the Alliance conference featured over 400 sessions were delivered by customers and partners with Oracle leading over 75 sessions focused on PeopleSoft. Jeff Robbins’ (Senior Director PeopleTools Strategy) “PeopleSoft General Session: Technology Update and Roadmap” session was the PeopleSoft highlight of the event with over 2,000 attendees. Other key Oracle led PeopleSoft sessions included:

  • What's New in PeopleSoft Human Capital Management 9.2 and Beyond by John Webb and Maria Ana Santiago
  • PeopleSoft Financials 9.2 Value & Roadmap: Do Much More with Less by Amira Morcos
  • PeopleSoft Supplier Lifecycle Management 9.2 and Beyond by Alexandra Dhillon
  • PeopleSoft Grants, Contracts, Projects 9.2 Value and Roadmap by Melanie Stapelman
  • PeopleSoft New User Experience and Mobile Applications by Maria Ana Santiago
  • Optimizing Maintenance Strategies Using PeopleSoft Update Manager by Mike Krajicek

The Alliance conference is always a great opportunity for the PeopleSoft team to interact with customers and listen to their feedback. This year the team met with dozens of customers and the overwhelming sentiment was the investments Oracle is making in PeopleSoft are the right ones and are adding value to their organizations. Customer’s expressed to the PeopleSoft team that what’s already been delivered in PeopleSoft 9.2 are “really good solutions”. One customer went as far to say, “The Activity Guide is the single biggest feature for them in their PeopleSoft 9.2 upgrade.” The newly redesigned user interface and marketplace integrations in PeopleSoft eProcurement 9.2 drew praise from customers. End users can intuitively requisition goods and seamlessly search marketplace items with supported integration to partner solutions.

Customer attendees at Alliance 14 also shared with the PeopleSoft team their efforts to expand the use of mobile solutions within PeopleSoft. There was a lot of discussion surrounding how to deliver PeopleSoft via a more modern, intuitive, and responsive user interface. Alliance 14 attendees look forward to when they can get the power of PeopleSoft into the hands of people on their campuses including Principal Investigators and Project Managers. In addition to mobility, Supplier Lifecycle Management (SLM) is an important focus area for the Higher Education and Public Sector customers who attend Alliance conferences as it is for many other PeopleSoft customers. Event attendees are happy with the PeopleSoft capabilities for self-service supplier onboarding already delivered in PeopleSoft 9.2. Customers shared with us their desire to see these capabilities expanded on in the future.

Legislative changes were also hot topics of discussion and feedback during the conference. These ranged from topics like DOMA, ACA, and OFCCP to the growing need for greater transparency in how institutions track and report funds. Attendees were pleased to see the PeopleSoft team led sessions addressing these topics. Furthermore customers were happy to see the PeopleSoft team’s heavy focus on increasing the flexibility of PeopleSoft applications allowing them to adapt their processes and systems. This focus ultimately means PeopleSoft customers can address the legislative changes more effectively and at a lower cost.

While the PeopleSoft team greatly appreciates feedback from our customers; customers at Alliance 14 conveyed their gratitude towards the PeopleSoft team for listening to their needs and ensuring their requirements were incorporated in to PeopleSoft applications. As an attendee from the University of Kansas said, “Meeting with the PeopleSoft team justifies coming to the conference.” This goes to show that participating in PeopleSoft user groups, whether they be HEUG, Quest, or OHUG (Oracle HCM Users Group) is a good way to be hear and influence the direction of PeopleSoft.

Wednesday Mar 26, 2014

Can PeopleSoft Projects' Funds Distribution Capabilities Help Your Organization?

In the past four months, several Public Sector entities have asked us whether the PeopleSoft Projects (ESA) applications can help them in this age of increased accountability and scrutiny. As we conversed about the challenges of tracking money provided by multiple appropriations, it very quickly became apparent that many of these Public Sector customers and prospective customers were not aware of the vast PeopleSoft fund management capabilities they either already owned and had not yet deployed or could implement as part of their PeopleSoft Financials solution.

If you work for an entity that taps multiple sources of funding for its projects, please keep reading to learn whether the PeopleSoft Projects suite's Multiple Funds Distribution (MFD) can help you accomplish more.

Who needs MFD?  Organizations that invoice and receive payment from one or more other entities to fund their projects are likely to benefit from MFD. Some examples of organizations that use MFD are metro area transit agencies and state highway departments of transportation, which typically pay for their capital projects with funds from Federal agencies (e.g., the Federal Highway Administration), state agency appropriations, and their own capital budgets. Beyond transportation-oriented organizations, MFD can be utilized by public school districts, hospitals and medical schools affiliated with public universities, non-profit agencies, and any other type of organization that has its mission funded by one or more appropriations. (Even a commercial enterprise that has its projects funded by multiple customers can benefit from MFD.)

What is Multiple Funds Distribution?  MFD is a major feature contained in the PeopleSoft Project Costing application. In short, the MFD feature contains a framework for you to setup rules that will dictate how a project is going to pay for each transaction it incurs and a process that applies those rules to incoming transactions. As your organization executes the project, the MFD feature works with other major functions in PeopleSoft Project Costing, such as Pricing Engine, Limits Processor, Accounting Rules, and more, to ensure that each cost booked to the project is distributed to the proper funding source. There is a great deal of flexibility in MFD's rules enabling you to effective date them, set thresholds after which the participation rates change, copy rules from one project activity to another, and simplify the accounting required for projects with complex funding agreements.

Why is MFD in the PeopleSoft suite?  We built this feature, because a large percentage of our PeopleSoft Financials applications customers are Public Sector entities, such as state and local governments and agencies, universities, and healthcare providers, whose mission is funded by multiple external parties.

When was MFD released?  We made MFD generally available in the 9.1 release of PeopleSoft Financials Supply Chain Management, and since its initial release, we have enhanced it to simplify the administration of rules based on feedback from customers who have implemented and use MFD.

Where and how can I find this feature?  If you implement or upgrade to either the 9.1 or 9.2 release of PeopleSoft Financials Supply Chain Management, you will have the ability to activate the MFD feature in PeopleSoft Project Costing.


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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