Monday Apr 22, 2013

10 Innovations in PeopleSoft 9.2 - #7 Guided Navigation With Activity Guides and Train Stops

PeopleSoft is more focused than ever on the end user. We are constantly striving to find ways to make your user experience the best it can be.  To help achieve this goal, we have introduced two new types of user driven guided navigation which are designed to effortlessly guide through a process.

PeopleTools release 8.53 introduced new robust guided navigation functionality called Activity Guides. This new functionality allows customers to setup their own guided navigation process that will define actions or steps needed to complete end-to-end business processes. The configuration allows you to specify which steps are optional and which ones are required.  You can also determine the order the steps will display.  You can even launch workflow and approval routing as part of your processing steps.  Any PeopleSoft Enterprise collaborative application can take advantage of this underlying functionality, however in release 9.2 PeopleSoft has delivered some Activity Guides that are setup and ready for you to use.

The second type of navigation is a horizontal guided navigation process or what we often refer to as a ‘train stop’.  This internal infrastructure provides the ability to display and order a series of steps (with possible substeps) to accomplish an overall task.  The goal is to provide the end user with a complete view of the process and allow them to see where they are within the process at any point in time.  You will see this navigation used throughout PeopleSoft products in release 9.2.



Below are a few examples of how PeopleSoft 9.2 utilized the new guided navigation functionality.

Human Capital Management (HCM/ELM)
Benefits (eBenefits) application took advantage of the new Activity Guide functionality and redesigned Life Events.  The Life Events process empowers employees to complete HR, Benefit and Payroll related transactions due to life event change.  The Activity Guide framework allows you to configure the steps/actions that the employee must take to ensure uniform compliance based your organizational requirements. 

Enterprise Learning Management (ELM) created an ELM to HCM Integration using activity guides.  As with Life Events, the steps/actions are based on your configuration.  Using the Activity Guide Framework ensures the Integration messages are run in the correct order.

Payroll for North America (ePay) took advantage of the horizontal guided navigation for the Paycheck Modeling.  Paycheck Modeling allows USA employees to simulate changes to their paycheck without updating the production tables.  Employees will be guided through each train stop allowing them to modify changes to their earnings, deductions or tax withholding Status to create an estimated/modeled check. 

Recruiting Solutions used the horizontal guided navigation for Candidate Gateway.  Your applicants will be guided through the application process in a step by step navigation process while instructing them on the information they need to provide. In addition, you have the ability to control the steps a potential applicant can see based on the job the candidate is applying for.


Financials and Supplier Relationship Management (FMS/SRM)
Financials (FMS) eBill Payment enhanced the payment cart functionality by using the new guided navigation process.  There is a train stop for each step of the payment process.  This allows the user to know exactly where they are in the payment process and what comes next.  If the credit card payment functionality is hosted, the payment cart will punch out to the hosted credit card vendor’s user interface to complete the payment process.  Users can save the payment cart for future and come back to it at a later point to finish the transaction.

Supplier Relationship Management (SRM)
PeopleSoft SRM used the horizontal guided navigation train to improve the onboarding process for Suppliers. With this functionality your organization can configure the data that will appear in each stop.  The navigation also allows the supplier to visually know where they are in the onboarding process, as it guides them through all of the necessary steps to complete the new supplier registration.

In closing, let PeopleSoft Guided Navigation take the stress out of completing a process.  Regardless if it is an employee, third party or an administrator driven process, we guide you through the necessary steps with ease.

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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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