10 Innovations in PeopleSoft. #4 – Day in the Life in PeopleSoft HCM 9.2

How to best show the impact and value of the new features and capabilities included in HCM 9.2 other than by using the PeopleSoft HCM system itself?

Let's follow a day in the life of Rosanna Channing, Senior Manager in the Financials Department at GBI Institute. 

Rosanna logins into her HR system .

The page you see was created by your Company using Interaction Hub. With the new PeopleSoft Interaction Hub, PeopleSoft HCM 9.2 delivers a configurable user interface with single navigation across all applications powered by a new global search capability.  From a single company branded home page, users can access any transaction across HCM, ELM, and HR HelpDesk. This collaborative platform, now available through the latest version of PeopleTools, is available to all customers without the need for any additional license. A configurable end user experience with embedded help provides you with the tools to guide the user online with minimal training.

The first thing Rosanna needs to do is to enter a Life Event. She had a baby and she needs to add him to her benefits plan.

Although the My HR Page provides Rosanna with the most frequently used links, Rosanna prefers to use the Global Search and types ‘had a baby’. As Internet users, we all know how we navigate the internet. You search first and then you navigate or take action. We have brought that experience to PeopleSoft HCM 9.2. Through the use of Oracle Secure Enterprise Search and Related Action framework, users can now search across multiple objects and instances and from the search results themselves can take action, avoiding complicated menu navigation. In this case, Rosanna gets the Link to Life Events and clicks on it to go directly to the page she was looking for.

Life Events is one of the Activity Guides delivered in PeopleSoft HCM 9.2. Activity Guides provide a guided process that helps users to more efficiently complete an activity or process. Different components/pages in the system as well as pages from external systems can be organized as steps of an activity. In this case, Rosanna chooses the ‘I had a baby’ event. That is one of the four pre-delivered events and Customers can add their own events as needed. After selecting the event and entering the date of birth, Rosanna is presented with all the steps related to that Life Event.



She can go through each one of the steps and/or click directly on the step of the process she wants to complete. In this case, she adds the dependent and adds him to her Benefits Plan (Medical, Vision and Dental). She then goes to the last step and completes the process.

After completing that, Rosanna decides to search for a Director of Finance position. The Global Search is one click away since it remains on the top of the page. She types ‘ Director of Finance’. Using the facets on the left pane she could narrow down her search and focus on the Internal Postings. She can then take action directly from the search results and View and Apply to the open position.


After reviewing the job opening description she decides to apply to the position and is taken to a Guided Process that will walk her through the steps of the application process.

This guided process is called Horizontal Guided Navigation or Train Stop, and it takes the user sequentially through each one of the steps. Rosanna goes step by step and completes the application process. Since she is an internal candidate, some of the information required in the system is already pre-populated, making the application process much simpler for her.

The steps of the process are configurable and it is up to your Company to define how many steps are needed in the process. Rosanna goes through all the steps and on the last step she reviews and then submits her application. She is extremely happy because it was quick and easy!

She then decides to focus on some urgent management related activities. The Manager Dashboard is one click away from where she is since through the Interaction Hub she can see the links on the top of the page.


Dashboards provide an at-a-glance view of all relevant information (including Alerts and key performance indicators) relevant to a role. You will see several dashboards in PeopleSoft HCM 9.2 such as the Learning Dashboard and Recruiting dashboard in addition to the Manager Dashboard and Talent Summary Dashboard. The Manager Dashboard provides important information to help managers know what they need to focus on. Similar to the Talent Summary (both dashboards were delivered in 9.1 FP2), the administrator can decide which pagelets to share with managers and the end user can further personalize the content and layout.

In this case, Rosanna wants to finalize some performance documents she needs to work on. She goes to the Performance Status analysis to see how many documents are still in Progress. From the Performance Status Analysis (Pivot Grid) she can drill down and go to the ‘In Progress’ performance document she wants to work on.


This Analytic has been implemented with PeopleTools Pivot Grids technology. Pivot Grids allow users to dynamically analyze information, drill down and take action. Rosanna navigates to the Performance document of one her directs. 

As you can see, the left side of the screen shows the different steps/phases in the performance cycle. It indicates which steps have been completed or which ones are still in process. It also shows the timeline and due dates. This is similar to an Activity Guide and its purpose is to guide the user through the process. The yellow bar indicates and highlights the current step. In this case it is in ‘Complete Manager Evaluation > Update and Share’.

In this case, Rosanna wants to recommend some training and courses to the Employee. She goes to the Learning section in the performance document and from there she does a ‘Find Learning Gaps’ search. This takes her to ELM where she can easily see what are the Competencies  for which the employee could take some training. Find Learning functionality in ELM has also adopted Secure Enterprise Search with facets. ELM also includes Ratings and Reviews.


Rosanna looks for the right training for her Employee and enrolls her in training directly. After doing that, she goes back to the Performance document where she sees that a new Learning objective was added for her employee. All this is possible because of the tight integration between PeopleSoft HCM and ELM, which makes things transparent for the user.

Rosanna then goes to Overall Results where she assigns Rating and adds comments. She then Shares the document with the Employee. Rosanna then gets back to the Manager dashboard where she now sees that the Performance Status Pie Chart (Pivot Grid) was updated.


And Rosanna is done! She was very quickly and easily able to finalize the life event, apply to the Director of Finance position, and complete the performance document she needed to finalize (including the enrollment of the employee into a class). As this story demonstrates, our HCM 9.2 release focuses on making things simpler for the user and making information readily accessible for immediate action.

Our main goal is for users to be more productive and for Companies to be able to configure the system based on their business processes and business practices. Through the use of activity guides, workcenters and guided navigation, our Customers are able to organize tasks and activities in the way that fits their needs.

Role based dashboards simplify how users can access information. In addition, our applications are being empowered through actionable operational analytics so that users can get easy access to the information they need and take action directly from there.

And these are just some examples… you really need to take a look at our newest 9.2 release to get the full story!

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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.

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