Monday Dec 24, 2012

PeopleSoft HCM – End of Year analysis and New Year’s Resolution

Greetings from the PeopleSoft HCM team!    By the end of the year, people usually look back to make an analysis of the year that went by and look forward to establish new goals and objectives for the coming year.  Let’s analyze together the last two years for PeopleSoft HCM and let's talk about our New Year's Resolution.

As probably most of you know (hopefully ALL of you know this by now!) PeopleSoft adopted a Continuous Delivery Model with the 9.1 release.  What that really means is that after a release gets GA  (aka, gets available) we keep delivering new features and capabilities on top of that release until the new major release gets GA. 

We decided to deliver Feature Packs to quicker respond to our Customers requests, while giving them the ultimate choice of how and when they want to deploy their new functionality to their users. 

In December 2010 PeopleSoft HCM delivered the Feature Pack 1 that included new capabilities such as Company Directory, Talent Management integrations (to allow Customers to use PeopleSoft Talent Management 9.1 while staying on PeopleSoft HR Core 9.0 or 8.9) and new XMLP reports among other features. 

In November 2011 we delivered the Feature Pack 2. That feature pack focused on helping managers better perform their day-to-day activities by providing new based search capabilities, new dashboards (Manager Dashboard and Talent Summary), Matrix Organization and Pivot Grids for Operational Analysis. Several other new features were included in that Feature Pack such as Global Payroll SEPA support, Total Rewards analysis, and more. Feature Pack 2 can be seen as our first step to change the way users interact with our PeopleSoft HCM application which will even become more revolutionary, as you will see, with our upcoming 9.2 release.

In September 2012 we delivered our first PeopleSoft HCM Mobile Application: Mobile Company Directory. This mobile application allows employees and managers to get access to contact information and to connect with other employees from wherever they are and whenever needed.  For more information see our Mobile Company Directory blog.

We, the PeopleSoft team,  feel proud of what we have accomplished so far and are glad to see the positive feedback and reaction of our Customers.

The next major milestone for us is the upcoming 9.2 release (targeted for Calendar Year 2013).  We think the 9.2 release will completely change the way users interact with the PeopleSoft HCM system. Through the expanded use of Global Search and related action framework, users will be able to navigate the system in a way they were never able to do before. They will be able to type keywords, go directly to the page or transaction they are looking for (avoiding menu navigation) and take action from where they are.  Users will also count with guided navigation and the system will help them go through the steps to complete specific activities with the objective of minimizing errors or having incomplete tasks/processes.  We are also delivering new dashboards and workcenters so users can more productively work from a central place where they can have all the information they need. 

These are only just some examples of the new 9.2 upcoming features, and we encourage you to read our PeopleSoft HCM 9.2 Release Value Proposition document to learn more about it.

There are many other major deliverables we are planning for 2013, among them:
- New methodology and process to apply maintenance that we consider will be quite unique in the market. With the new update manager tool, there will be no more prerequisite bundles or maintenance packs. Customers will be able to select what fixes/enhancements they want to apply and they will be able to create their own custom package that will contain only the required objects. We expect Customers to see immediate benefits in reduced time and effort for analysis and preparation, patching, and patching verification and validation. For more information read refer to PeopleTools 8.53 RVP document posted on My Oracle Support for more details.
- New integrations with other Oracle products, such as integration with Taleo Recruiting.
- And more …

So … what is our Next Year’s Resolution?  To keep delivering innovation in HCM by listening and delivering value to our Customers. We have hopefully demonstrated by now that we are serious about it.

We wish you all a very Happy Holiday Season and best wishes for the upcoming year!

Monday Mar 12, 2012

For Customers upgrading to or newly implementing PeopleSoft HCM 9.1 – Feature Pack 2 CD and Upgrade Certifications Now Available

If your organization is on PeopleSoft HCM 9.0 or 8.9 and is planning an upgrade to release 9.1 or if your company is planning to start a brand new PeopleSoft HCM 9.1 implementation, then it is important for you to know that the English and Multi-Language CDs for the PeopleSoft HCM 9.1 Feature Pack 2 enhancements are now available on the Oracle Software Delivery Cloud (OSDC).

PeopleSoft HCM 9.1 has been delivering new features and capabilities through bundles and maintenance packs since the release became available in October 2009. These new features and capabilities are called feature pack enhancements. The new CDs (Feature Pack 2 CDs Revision release) allow net new 9.1 customers to get the most up to date version of the software which includes the original 9.1 release plus fixes and feature pack enhancements made available through bundles and maintenance packs since the GA release.

Updated documentation (PeopleBooks, the Hardware/Software Requirements Guide, the Installation Guide, the Cumulative Feature Overview, the Release Notes, and more) is available on OSDC and My Oracle Support (MOS). You can also view the updated PeopleBooks on the Oracle PeopleSoft Hosted PeopleBooks site. In addition, the upgrade scripts have been updated to align with the HCM 9.1 Feature Pack 2 Revision release and are now available on MOS. View the PeopleSoft Human Capital Management 8.9MP1 to 9.1 Feature Pack 2 Upgrade and the PeopleSoft Human Capital Management 9.0 to 9.1 Feature Pack 2 Upgrade pages on MOS.

Existing PeopleSoft HCM 9.1 Customers need to install feature pack enhancements following a different methodology (not through these new CDs). Please see MOS page here for more information. You can learn more about our current Continuous Delivery Model by watching this short video.

Monday Feb 20, 2012

Introducing ‘Transparent Punchout’ Capability for PeopleSoft SRM 9.1

We all know that implementing an eProcurement system can save companies millions of dollars by improving spending control, ensuring ordering against negotiated contracts and preventing maverick buying ; but the heart of any ‘world class’ eProcurement product is how catalogs are managed and, by extension, how accurate the Item information is when an item search is executed within the system.

What is a Catalog?

A catalog is a definitive source of supplier product and service information that is typically divided into product categories and is used, in conjunction with pre-negotiated supplier contracts, to return accurate product and pricing information for a requestor.

The main catalog types are:

Internal CatalogsThese are catalogs that are stored locally in the system and can be created internally or uploaded into the system from a supplier or third party content management system.

Web Catalogs – Commonly called Punchout catalogs, these are Catalogs where a requestor would actually leave the eProcurement UI and go to an external supplier website or to a supplier ‘hub’ to order the items. Once the items have been ordered, the information would be brought back into PeopleSoft eProcurement for review, budget checking and submission for approval.

External Catalog – This type of catalog (also known as a ‘Transparent punchout’ or ‘distributed search’) allows requestors to search for products on an external supplier site or supplier hub without leaving the eProcurement UI. The search is executed in the background on the remote site and returns a list of matching products to the eProcurement search page where they can add the item to the cart and continue the ordering process as with other catalog items.

Catalog Flow

This is a visual representation of the various flows that can occur from a local search for a Product or Service. As part of the search process, the requestor can select to search from Internal Catalogs or, using Transparent Punchout, can search against a remote supplier directly or an external hub which can contain information from multiple suppliers. Within eProcurement, the transparent punchout products are displayed in the External Catalog section with a configurable number of Items brought back from the remote supplier or hub based on matching the search request.

The external catalog information will be displayed within the eProcurement search page:

Benefits of Transparent Punchout

The main benefits of having the ‘transparent punchout’ capability are:

  • It provides more accurate product information (since it is real time) especially for highly configured items or variable price items without having to continually upload multiple revisions locally.
  • It allows more control over what users can access without having them leave eProcurement and go to an external website.
  • It places the burden of maintaining the catalog onto the supplier instead of the buying organization.

With the introduction of Transparent Punchout to PeopleSoft 9.1, the Requestor now has single point of entry to Supplier Catalogs whether they are stored locally or accessed remotely from a Suppler site or Supplier hub ensuring Contract Compliance, consistent look and feel and increased control over which Products or Services a Requestor can buy.

Sunday Jan 22, 2012

New Features Added to PeopleSoft Expenses 9.1 Aid Usability and Compliance

We have just added two important new features to PeopleSoft Expenses 9.1 to simplify the user experience, as well as improve the capture of supporting documentation that may be required for reimbursement of expenses.

Embedded Help

PeopleTools 8.51 provides new capabilities for Embedded Help, which enables PeopleSoft Expenses to provide additional assistance to users entering expense reports, managing credit card feed and Oracle iReceipts transactions in My Wallet, and more.

Embedded Help question mark icons will be placed strategically throughout the user interface and are dynamically linked to popup windows that provide additional guidance directly related to the task the user is trying to perform.

New Embedded Help assistive text is delivered within the PeopleSoft Message Catalog, which means customers can tailor the content easily and quickly, without having to customize the software. As an example, a customer may change the Embedded Help text to inform employees of organizational expense policies.

File Attachments

Transaction receipt files can be attached (at both the header and line levels) directly within the expense report. This capability leverages standard PeopleTools file attachment functionality, allowing users to scan receipts and attach the images directly to their reports for manager and/or auditor review.

Whether users will be allowed to attach receipts (or any other files) at the expense report header, line level, or both, is configurable. Some organizations may choose to utilize only header-level attachments so that all receipts can be uploaded at once. Others may want to require the attachment of receipts at the expense report line level and thereby make it easier for managers to correlate a receipt to a given expense report line item. Optionally, organizations can permit attachments at both the expense report header and line level for maximum flexibility.

The attachment of the receipts can also be configured to trigger the “Receipts Received” status flags, further assisting the automation of the receipts verification process.

With these simple, but powerful additions to PeopleSoft Expenses, organizations can improve the quality and timeliness of their expense reports. Streamlining the reporting and processing of expenses means an organization can reduce the time employees, managers, and auditors spend on low-value administrative tasks; and from our own experience, we’re pretty sure no one will complain about spending less time working on expense reports.

Tuesday Nov 15, 2011

Manager Self Service at your Fingertips

Last week we released new and improved Manager Self Service capabilities in PeopleSoft HCM 9.1. We delivered a new Manager Dashboard, streamlined many Manager Self Service transactions, provided new Pivot Grid capabilities, and implemented one-click Related Actions accessible from multiple places – all with the goal of improving every Manager’s self service experience.



















Manager Dashboard

These new capabilities have the potential to significantly impact an organization’s bottom line, and here is why.

Increased Efficiency

The Manager Dashboard provides a ‘one-stop shop’ for your Managers with all of the key data they need consolidated into a single view. Alerts notifying managers of important tasks are immediately viewable and actionable. Administrators can configure the dashboard to include the most important pagelets needed for their organization, and Managers can personalize it to fit within their personal way of conducting their tasks. The Related Actions feature further improves the ease with which Managers get their work done by providing one-click access to Manager Self Service transactions. 

Increased Job Satisfaction

The streamlined Manager transactions, related actions, and the new Manager Dashboard provide an enhanced user experience. Managers are able to quickly get in, get the information they need, complete their transactions, and get out. Managers can spend their time focusing on getting the business results they need instead of their day to day HR tasks.

Enhanced Decision Support

Administrators can ensure the information and analytics they want their Managers to use are available from the Manager Dashboard, establishing best business practices. Additional pivot grids relevant to your own organization can be added to the Manager Dashboard. With this easy access to the relevant information in an easily understood format, Managers can make the right business decisions needed to improve their team and their team’s productivity.

For more details on the Manager Dashboard and some of the other newly posted features, such as a new Talent Summary, check out this video and others: Oracle PeopleSoft Webcasts

Thursday Oct 13, 2011

PeopleSoft Absence Management 9.1 – Extended Leave Framework

Managing Extended Leaves can be costly besides being an administrative headache. Managing Extended Leaves manually could also lead to expensive administrative errors, such as lost paperwork, incorrect calculation of eligibility and leave balances, and missing opportunities to detecting leave abuse, among others.

Absence Management Release 9.1 now offers an Extended Leave Framework to help track all information related to an extended leave such as leave type, reason, medical certifications, physical therapy sessions, and so on. The Extended Leave Framework provides support for a wide variety of Extended Absences such as FMLA (Family Medical Leave Act) in the United States, Canadian Employment Standards Act (Maternity, Parental, and Compassionate Care Leave), Statutory Sick and Maternity Pay in the United Kingdom, Educational Leave in Germany, among others. These types of leaves typically have more rigorous eligibility criteria, require documentation to support the taking of the leave, and need more or different levels of approval as well as a higher degree of confidentiality than typical leaves.

The Framework allows you to configure multiple templates to track the data required, based on your leave policy, using configurable sections. These sections can accommodate different types of data as well as validations that you may want to perform in those fields such as making a field required, prompt to other tables in the system, and so on. The Framework allows documents related to or supporting the extended leave request to be attached, such as PDFs, Word documents, and emails. The Extended Leave framework has also been designed with employee’s privacy in mind by deploying a robust roles based security framework. The Extended Leave Framework is also integrated with the PeopleSoft Approval Workflow Engine so you will define who receives notifications and who will be the approver for your extended leave requests.

For more information about Absence Management Extended Leave Framework you can download the Using Extended Leave Framework within PeopleSoft HCM 9.1 Absence Management White Paper (Document ID 1262812.1) in My Oracle Support.

Monday Feb 07, 2011

More About PeopleSoft Feature Packs

In my previous PeopleSoft Feature Pack post I introduced the new PeopleSoft Feature Pack delivery process. The response has been fantastic. It appears our customers agree that this new offering benefits them in many ways.


Since there has been so much interest in our Feature Pack strategy and since so many customers have been referencing our PeopleSoft FAQ in which we explain this new delivery mechanism, we've created the short presentation below to further explain Feature Packs.



Thursday Dec 16, 2010

PeopleSoft Feature Packs

On December 7th we delivered the first "Feature Pack" for PeopleSoft 9.1.   While work on PeopleSoft 9.2 continues at a fast pace, new features continue to be delivered for 9.1.    This first one is focused on HCM - "HCM 9.1 - December 2010 Feature Pack". Our plan across PeopleSoft is to deliver Feature Packs on an annual basis in between major releases. For PeopleSoft customers, this provides ongoing business value above and beyond what was delivered in 9.1 in 2009. New capabilities in HCM now include the following:

  • 9.1 Talent Management integrations for customers on 8.9 or 9.0 HCM - Customers can upgrade or implement the 9.1 versions of our Learning, Compensation, Performance, Succession Planning and Recruiting solutions to work with their core HR platform on 8.9 or 9.0.
  • New Company Directory Solution (no new license required) - see this announcement for more information.
  • New preconfigured workflows for Federal business processes.
  • Newly designed XMLP reports
  • Integration bewteen Clarvia's CVM Staff Manager scheduling product and PeopleSoft HCM for Healthcare customers.
  • A cumulative recut HCM CD with all of the above for new and upgrading customers to use as their starting point for HCM 9.1.

Want to know more about PeopleSoft's Feature Pack Strategy? An FAQ for customers and partners can be found on My Oracle Support. 


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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