This is me. Gender Identity is easy as 1, 2, 3, 4…

March 8, 2022 | 6 minute read
Julie Alonso
Product Management Director
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One of the most anticipated new features delivered this year, is the Gender Identity and Expression feature delivered in PeopleSoft HCM Image 41.   If you are like many customers who can’t wait to configure, test, and deploy this feature – this blog will help you do all that.

Navigation: Login into employee self-service (RCHANNING/RCHANNING)

As delivered, the Gender Identity feature is turned off and the employee does not have access to the tile.  So, let’s turn on this new feature!

Note: Gender Identity was added to the existing Fluid Dashboard - Person Dtls (Personal Details Dashboard) user role.

Navigation: Setup HCM > Install > Installation Table > HCM Options

Step 1 - Check on Enable Gender Identity checkbox to turn on this feature, click Save.  Since this change was made to the Installation Table, you will need to bounce your server for the change to take effect.

The next step (#2) is review, update, add or remove Gender Detail values which includes Birth Sex, Pronouns, Sexual Orientation and Gender Identity.  Oracle/PeopleSoft delivered gender identity values for Australia, Canada, New Zealand, United Kingdom and United States. Note: The same configuration was delivered for those five countries.  If your organization, for example, wants employees in Germany to self-identity then you would add Germany as a new Reg Region to the gender details table.

Navigation: Setup HCM > Foundation Tables > Personal > Gender Details

Check on Enable Attachments to allow an employee to upload an attachment (this is optional). Step 3 will explain more about this feature.  Check on Allow Change by Self-Service User, to allow an employee to update their gender identity and expression details. 

If you leave the box unchecked, the page is view only for an employee (see above).

The gender details values delivered were recommendations by the HR Focus Group. Your organization can edit the descriptions, add new or inactivate values as needed.  PeopleSoft recommends for any of those actions to insert a new effective dated row to keep the original values.

Click on the arrow to view or edit the long description.  The long descriptions are used when the employee clicks on the additional information icon (see below).

If your organization requires employees to “acknowledge” that they are self-identifying,  then check on the Require Employee Self-Identification Sign Off box. 

 

PeopleSoft delivers a generic message, we recommend you work with your HR, Legal and Diversity people to display a more meaningful message to your employees.

 

If checked on, the employee sees an acknowledgement statement and checks yes to self-identify.

 

Step 3 – The Gender Configuration is an easy step, but this is where I get the most questions from customers.  PeopleSoft has a Gender field. The one you are most familiar with is in Personal Data for Male, Female, and Unknown. 

Many times, sex and gender are used interchangeably but they are different, sex refers to the biological characteristics that defines us as female or male, gender is the way that you experience your own sense of gender identity.

The HR Focus Group recommended the ability to configure the label. In our example, we relabeled Gender to Current Sex. This is the label recommended by the Focus Group as reflective of the diversion and inclusion we are seeing today in society.

 

Navigation: Setup HCM > Foundation Tables > Personal > Gender Configuration

Check on the Relabel Gender to Current Sex to see the Gender field relabeled to Current Sex for example, in Personal Data and Benefits.  Note: This is an optional step, organizations can continue to use the gender label.

 

 

Check on the Allow Gender change by self-service user to let an employee update their gender/current sex in self-service. This is a new feature where previously only an Administrator could update this information in Personal Data.

If the Allow Gender change by self-service user  is checked ON, the Current Sex is available to change (if unchecked field is grayed out).  You may allow employees who have transitioned to update their current sex in self-service. Depending upon the organization attachments and approvals may be required  (example a doctor’s note).

The last step (#4) – Check on Display Pronouns to have the employee’s pronoun display in Company Directory.