The Fluid Position Management feature; released in PeopleSoft HCM Image 29 modernizes and streamlines the Position Management business process with significant usability and functional enhancements. Many customers have successfully deployed the Fluid Position Management feature or are in the process of deploying Fluid Position Management to the new modern and enhanced way of creating and updating positions. Read about the updates we delivered for Fluid Position Management ever since its release in HCM Image 29.

 

Based on feedback from customers who have deployed or are deploying the Fluid Position Management feature, PeopleSoft has continued investing in enhancing Fluid Position Management to meet the modern-day needs of our customers. Here is a list of usability and functionality enhancements released starting with HCM Image 29:

  • HCM Image 29: Release of Fluid Position Management
    • Position Management Dashboard with ‘Manage Positions’ and ‘Administer Positions’ Navigation Collection tiles
    • Through Manage Position tile, Functional Enhancements such as Fluid Search, the addition of Effective Sequence, a Guided Process to Create and Update Positions
    • Ability to attach documents
    • Fluid Approvals
    • Using the Fluid modern User Interface
    • The Administer Positions Navigation Collection which provided a single page to access frequently used Position Management transactions for Position Administrators
  • HCM Image 32: Usability Changes based on Feedback from Early Adopters
    • Separate step for Attachments
    • Separate Education & Government section
    • Combined Specific Information with Position Data step 
      position-management
  • HCM Image 33: Manage Primary Incumbents
    • New ‘Manage Primary Incumbents’ tile delivered in Position Management Dashboard
    • Ability to identify Primary Incumbent for a position and change Primary Incumbent based on need
    • View of Current and Future Incumbents for a position and ability to identify the Primary Incumbent
    • View Primary Incumbent History
    • Supports Job Data changes
    • Route Approvals to Primary Incumbent of a position

position-primary-incumbent

  • HCM Image 37: Usability Changes and Improved Functionality
    • Primary Action Button for ‘Add Row’ on the Position Details page
    • Edit Effective Date for a position record in Correction Mode
    • The ability for customers to configure their own Approval Definitions

add-row-and-approvals

  • HCM Image 39: Option to Enable Configurable Search for Fluid Position Management
    • Customers can select the fields they want to search by using the New modern Fluid Search page. For example, enable the Regular/Temporary field in Search Criteria and Search Results to search for such positions
    • Use delivered Standard Search or enable Elastic Search to search positions
    • Recent and Saved Searches for Position Management

position-with-configurable-search

If you are wondering which People Tools version and HCM Update are required for your organization to deploy the Fluid Position Management feature and enhancements, the below details can help you. While we encourage you to deploy all new HCM enhancements delivered to date, you can follow the below approach for Position Management:

  • Minimum People Tools Release: PT 8.55 
  • HCM PUM Image # 29 + selective adoption for the following:
    • Bug fixes
    • Usability changes – PUM#32
    • Manage Primary Incumbents – PUM#33
    • Usability & Configurable Approvals – PUM#37
    • Configurable Search Update – PUM#39

You can find more information in the following blog posts:  

  1. Announcing Availability of Fluid Position Management in HCM Image 29
  2. A Simple Guide to how Position Administrators get better control over managerial positions with the New Manage Primary Incumbent enhancement
  3. What do our Enhancement Innovators say about Fluid Position Management?

Play the below Video Feature Overview of Fluid Position Management to see a demo of the enhancement: