Friday Jun 27, 2014

OHUG PeopleSoft HCM Roadmap session: Is PeopleSoft HCM a Modern HR System?

There is a lot of buzz in the HCM market around Modern HR systems. During OHUG, we wanted to make our Customers pause and think about that. What is a modern HR system? Is PeopleSoft HCM modern? 

As you all know, PeopleSoft HCM has been in the market for more than 20 years. For some of you that could translate into PeopleSoft HCM being an old system.  We instead think of PeopleSoft HCM as a mature, proven and reliable system. PeopleSoft HCM has reinvented itself several times since its first release in 1987. Our products did not stand still. They needed to evolve and transform to respond to the challenging HR business needs.  Take a look at the 2013 American Payroll Association Prism Award. Each year, the American Payroll Association honors organizations based on best practice achievements in Technology, Management, Processes, Performance Study and Overall Best Practices. Three out of the five awards went to PeopleSoft HCM Customers (Hackensack University Medical Center, Capital One and Gap Inc). Also, HR Executive Magazine selected the 2013 CHRO of the year. The award went to Mark James, CHRO of Honeywell. Honeywell uses PeopleSoft HCM which has enabled Honeywell HR transformation process. 

Do you use Microsoft Office? Microsoft Office first release (Office 1) came out in 1990. Do you think about Microsoft Office as an old product?  Office 1 is certainly “old”, the same way PeopleSoft HCM 7.5, 8.0 or 9.0 are “old” based on today’s standards. But the products did not stand still, they evolved and kept being  leaders in their space, even when you have other options.

So,  what is the definition of modern HR System? For us modern system implies the following characteristics:

- Easy to use
- Mobile
- Open and integrated
- Configurable and Customizable
- Contextual information/analytics
- Flexible and with low cost of maintenance

Most of you have already got visibility into the 9.2 release. You have seen that 9.2 has already moved the needle on these areas and started a paradigm shift. The 9.2  Release changed the way users interact with PeopleSoft HCM, making it simple to use through the use of Global Search, Search with facets, Related actions and Guided processes. Users get access to role-based workcenters and dashboards that are tailored to their needs, with embedded analytics that allow them to analyze information and take contextual action. All based on your role and respective security access.

With our 9.2 release we also introduced the new delivery model which includes delivering new functionality two to three times a year and making maintenance plus new functionality available through product update images that are cumulative. That means that if you are in 9.2 you can now take a look at the latest product image and decide what you want to deploy in your environment and when. You don’t have to take everything we deliver if you don’t want to, and you can selectively pick and choose what makes sense to your organization.

During OHUG we showed and demoed what we have delivered in the latest product images as well as what we are planning on delivering during the rest of this calendar year.  Several of the new applications and new capabilities to be delivered are being built with Peopletools 8.54 Fluid technology. The paradigm shift that started with 9.2 is now taking another dimension and completing the modernization of PeopleSoft HCM.  PeopleSoft Responsive and Fluid design allows PeopleSoft HCM to have applications that can be optimized for multiple devices - phone, tablet and desktop -. It doesn’t matter what size of monitor you have, or what type of tablet, or which phone. Our applications will render and adjust to the device you are using. Some of the applications we demoed at OHUG were: Mobile Approvals, Time and Absence Entry,  Manager Self Service with the new My Team View and Guided Self Service, Employee Self Service with new Personal data / profile self service capabilities. 

What of these new capabilities or features would you like to uptake? With our new delivery model you can decide that. You can take one feature, a couple, everything or nothing. If you are on the most conservative side of the spectrum, you can decide not to take any of these new responsive/mobile applications and just take some the critical legislative changes your organization needs (e.g.: OFCCP, DOMA, or others).  If you are running PeopleSoft HCM in a private cloud model, you can have your service provider deploying and managing this for you.

So … Is PeopleSoft HCM a modern HR system? We are convinced the answer is YES!  And you have the power to decide if you want to modernize your PeopleSoft HCM environment.

Monday May 19, 2014

PeopleSoft Financial and SCM 9.2 Revision Release Available on OSDC

The new PeopleSoft delivery model enabled by the PeopleSoft Update Manager (PUM), means the continuous delivery of enhancements and maintenance via PeopleSoft Update Images. In order to assist customer who are deploying PeopleSoft 9.2 and ensure they get the latest and greatest capabilities the PeopleSoft team periodically plans on delivering Revision Releases. Revision Releases are a recut of the CDs for PeopleSoft 9.2 that include enhancements and maintenance through the most current PeopleSoft Update Image. Upgrade scripts are updated so that the Revision Release is the scripts target. What this means is customers who are just starting their upgrade or implementation of PeopleSoft 9.2 process can go directly to the latest PeopleSoft Update Image.

As of mid March, 2014 the PeopleSoft Financials and Supply Chain Management (SCM) 9.2 Revision Release (through PeopleSoft Update Image 5) has been available on the Oracle Software Delivery Cloud (OSDC) as well as for physical shipment. This recut CD for PeopleSoft Financials and SCM 9.2 reflects enhancements and maintenance through PeopleSoft Update Image 5, and includes both the English and Multilingual versions.

In addition to the application CDs, the documentation on OSDC and My Oracle Support has been updated to reflect changes through PeopleSoft Update Image 5, including the Supplemental Installation docs and Online Help.  The upgrade homepages on My Oracle Support reflect re-certification of the upgrade scripts through PeopleSoft Update Image 5:

  • PeopleSoft Financials/Supply Chain Management 8.9 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629683.1)
  • PeopleSoft Financials/Supply Chain Management 9.0 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629700.1)
  • PeopleSoft Financials/Supply Chain Management 9.1 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629720.1)

A Revision Release for PeopleSoft Human Capital Management (HCM) is currently planned for later in 2014.


Monday Apr 21, 2014

COLLABORATE 14 PeopleSoft Recap

COLLABORATE 14 just took place on Monday, April 17 – Friday, April 11 in Las Vegas, NV.  It was another successful event driven by the Oracle user groups of: Quest International Users Group, the Oracle Applications Users Group (OAUG), and Independent Oracle Users Group (IOUG).  The event had approximately 6,000 total attendees with nearly 1,250 sessions and panels packed with first-hand experiences, case studies, and practical “how-to” content.  PeopleSoft content was delivered through the Quest International Users Group with over 170 PeopleSoft-centric sessions.  That included over 60 PeopleSoft customer led sessions and over 45 Oracle led sessions.

Most PeopleSoft conference participants attended Paco Aubrejuan’s (Oracle Senior Vice President, PeopleSoft Development) PeopleSoft General Session: PeopleSoft Update and Roadmap (Session ID: 109590). With an audience of over 400 people, Paco discussed how Oracle’s investments in PeopleSoft applications have transformed PeopleSoft into a modern enterprise software solution by providing:

  • A consumer internet user experience
  • Intuitive, process oriented business flows
  • Contextual, information delivery
  • Simplified productivity
  • The enablement of a mobile workforce
  • The ability to easily adopt and manage changes

The highlight of Paco’s session was the live demonstration of the new PeopleSoft Fluid User Interface (UI). The new PeopleSoft Fluid UI enables the delivery of PeopleSoft applications in a modern, intuitive, and personalizable way across multiple devices (tablets, smart phones, and desktops) regardless of operating system. Using the latest state-of-the-art technologies like HTML5 and CCS3 incorporated into the next PeopleTools release (PeopleTools 8.54), the new PeopleSoft Fluid UI is delivered via a device’s browser. It is responsive to a device’s form factor – this means application screens can be optimized to different sized devices and render the most appropriate information in a dynamic manner. In his PeopleSoft General Session: Technology Update and Roadmap session (Session ID: 108630), Jeff Robbins (Oracle Senior Director, PeopleTools Strategy) continued the discussion on how PeopleSoft truly is a state-of-the-art solution and how PeopleTools drives PeopleSoft innovation. Check out the PeopleSoft Talk with Jeff on the Power of PeopleTools.

Leaders from Oracle’s PeopleSoft product management and development team were on hand and conveyed the value of PeopleSoft 9.2 as well as the future investment strategy for PeopleSoft. A large number of PeopleSoft conference attendees indicated they were live or moving to PeopleSoft 9.2, illustrating the continued and growing excitement for the PeopleSoft 9.2 release. One force driving that excitement is the PeopleSoft Update Manager (PUM). The PeopleSoft Update Manager revolutionizes how Oracle delivers new PeopleSoft capabilities and maintenance. With it, customers can self-select the changes they want to apply on their schedule. This enables customers to get more value from their PeopleSoft solutions at a lower cost via a new PeopleSoft delivery model. Michael Krajicek (Oracle Senior Director, PeopleSoft Architecture Development) got into the details of PUM during the Optimizing Maintenance Strategies Using PeopleSoft Update Manager session (Session ID: 108520).

This conference wasn’t just about PeopleSoft and what it can do. A significant number of sessions also shared how PeopleSoft customers can gain additional value from the rich portfolio of Oracle applications. From UPK and GRC Advanced Controls to Hyperion and Webcenter, Oracle product experts discussed the integration of these solutions to PeopleSoft and customer successes in these areas. All-in-all there was fantastic content for PeopleSoft customers delivered by Oracle, partners, and customers as well. Conference attendees can access uploaded session content here (conference login required). Mark your calendars for COLLABORATE 15 being held Sunday, April 12 – Thursday, April 116 in Las Vegas, NV.

Friday Apr 18, 2014

PeopleSoft 2014 EMEA Tour

In four days, Jeff Robbins (Senior Director, PeopleSoft Product Strategy) and I visited four cities in four separate European countries as part of our annual PeopleSoft EMEA tour. Events in each city were attended by enthusiastic PeopleSoft customers. We shared with them a consistent message that conveyed:

  • Oracle continues to invest in PeopleSoft
  • Oracle’s investments in PeopleSoft enable it to address customers’ needs for modern enterprise software
  • Capabilities like the PeopleSoft Fluid UI and PeopleSoft Update Manager define PeopleSoft as a ‘state of the art’ solution set
  • PeopleSoft and Oracle Cloud solutions are intended to complement one another
  • Only Oracle provides PeopleSoft customers a flexible path to the cloud based on their needs and their timing

The first stop in the PeopleSoft 2014 EMEA Tour was in the Netherlands.  There, the Oracle Benelux User Group (OBUG) hosted the event aboard the S.S. Rotterdam with over 100 attendees.  At this event, attendees also heard from CGI as they shared their PeopleSoft 9.2 upgrade plans that include incorporating their acquisition of Logica.  From there, the tour visited the United Kingdom; about 100 attendees participated in UKOUG EMEA PeopleSoft Roadshow at the Oracle London City Office.  Oxfam (check out Graham Smith's blog on their upgrade), Hays, and Greene King (a net-new PeopleSoft customer), spoke at the event about their PeopleSoft 9.2 deployments and usage of PeopleSoft Update Manager.  Duncan Davies of Succeed Consultancy (the partner who implemented at Greene King) summarized the event extraordinarily well in his blog.  In France, the PeopleSoft 2014 EMEA Tour was part of an Oracle Users Day (Journee Utliisateurs) that included PeopleSoft, JD Edwards, and eBusiness Suite content.    Lastly, the PeopleSoft 2014 EMEA Tour visited Spain.  There the local Spanish user group – Círculo de Usuarios de Oracle de España (CUORE) supported a lively event that included a focus on how the PeopleSoft team delivers local legal and regulatory requirements.

All in all it was a fantastic tour. It is an amazing opportunity to share the PeopleSoft team’s key messages with customers, listen to their feedback, and hear about their successes with PeopleSoft. I am already looking forward to next year’s tour.


Wednesday Mar 19, 2014

Win an Oracle OpenWorld 2014 Pass!

A focus area for sessions at Oracle OpenWorld 2014 in San Francisco is to highlight customer successes with the latest PeopleSoft release, PeopleSoft 9.2. With PeopleSoft 9.2 available for a year now, more and more customers are upgrading and deploying PeopleSoft 9.2 every day. If you are one of these customers, we want to hear from you! If your organization is interested in sharing your PeopleSoft 9.2 success story there are unique opportunities to do so at Oracle OpenWorld and via other forums. We will be awarding the best story received between now and April 30, 2014 one (1) complimentary pass to Oracle OpenWorld 2014 in San Francisco. So contact us at psoft-infodev_us@oracle.com; tell us who you are, your organization, what PeopleSoft applications you are using, and a brief description of why you think your story is the best PeopleSoft 9.2 success story out there.


Wednesday Feb 19, 2014

What’s New: PeopleSoft 9.2 Training Update from Oracle University

If your organization is planning to upgrade to PeopleSoft 9.2 in the near future, then the time is now to train your project team members. Oracle University's PeopleSoft curriculum now includes new courses covering the latest release and each course is delivered by expert instructors who specialize in PeopleSoft.

Here are some of the top courses now scheduled for March and April:

PeopleSoft Human Capital Management

PeopleSoft Financials/Supply Chain Management


Need to fast-track your training? Consider one of the following Accelerated training courses which combine multiple courses into a single week of training.

View Oracle University’s full catalog and schedule of courses here.  Don’t see the course you are looking for? Submit your request to Oracle University so they can help. 

Tuesday Feb 11, 2014

Upgrading to 9.2 - Info You Can Use (Part 4 -Leverage Upgrade Lab Expertise)

Contributed By:  Shamus Kahl, Senior Practice Director, Oracle Consulting

How often does your organization do upgrades?     Are the same individuals who did the last upgrade still available?   The answer to these questions can be critical to your upgrade success and indicate how your strategy should proceed.   We've taken the guess work out of upgrades with the Oracle PeopleSoft Upgrade Factory.    Experts from Oracle Consulting and product development have combined years of solution expertise to create a best-in-class upgrade methodology that helps complete your organizations upgrade to PeopleSoft 9.2 in the fastest, most economical, lowest risk manner possible.  With the Upgrade Factory you can leverage the know how of individuals who have performed hundreds of PeopleSoft upgrades both on premise and in the cloud.

The approach provides automated processes, tools and labs delivered through our Oracle Upgrade Factory capabilities – your upgrade costs are predictable, delivery is accelerated and demands on your IT staff are decreased.

The use of Oracle Upgrade Services and factory capabilities can reduce:

• Downtime by 30 percent

• Project costs up to 50 percent

• Post-live issues by 54 percent

• Project timeline up to 30 percent.

Watch this informative video for more information. To get started today, you can register for a complimentary CEMLI Benchmark and Analysis.  

You can find previous entries in Upgrade to 9.2 - Info You Can Use series here:

Part 1 -  Find Features and Capabilities in PeopleSoft 9.2

Part 2 -  Get Hands On Experience With PeopleSoft 9.2

Part 3 -  Eliminate Customizations 

Monday Jan 20, 2014

The Value of Support: The Innovation of PeopleSoft 9.2 and the New Release Model

Recently I, was interviewed about the new innovations in PeopleSoft 9.2.  View this video here to learn more about the modern capabilities in PeopleSoft 9.2 that can help customers, like you, be more productive, reduce costs, and maximize your investment in PeopleSoft. 


I also talked about how Oracle delivers new capabilities in PeopleSoft 9.2 and Oracle's new delivery model for PeopleSoft, which allows Oracle Premier Support customers to choose when they want to adopt new features and functions. 


Supporting Resources

Wednesday Jan 15, 2014

Oracle Releases New Value Adding Capabilities for Oracle’s PeopleSoft 9.2

Continuous Delivery of PeopleSoft Releases Provides Expanded Mobility and Business Process Excellence

Continued investment in Oracle’s PeopleSoft solutions results in the delivery of the PeopleSoft 9.2 Update Image 4.  This deliverable increases the considerable value of PeopleSoft by adding new capabilities to the previously delivered PeopleSoft 9.2 release – without the need to upgrade.  These new capabilities provide expanded mobile capabilities, extend the value of PeopleSoft through integrations, and offer new features that enable business process excellence.  In summary this delivery:

  • Enables customers to add value to their PeopleSoft 9.2 applications with the release of the PeopleSoft 9.2 Update Image 4.
  • Demonstrates Oracle’s commitment to PeopleSoft by continuously delivering additional new features, functions, and enhancements to the existing PeopleSoft 9.2 release.
  • Allows PeopleSoft 9.2 customers to use PeopleSoft Update Manager to selectively apply new capabilities from PeopleSoft Update Image 4 at their choosing.
  • Provides expanded mobile capabilities, extends the value of PeopleSoft through integrations, and enables business process excellence. 

Continuous Innovation of PeopleSoft 9.2 on the Customers Terms

  • Oracle’s new delivery model for PeopleSoft consists of PeopleSoft Update Images being released approximately every 10 weeks.  These PeopleSoft Update Images, like PeopleSoft 9.2 Update Image 4 (the fourth to be delivered) are cumulative.  This means customers can leverage them regardless of what changes have or have not been previously applied.  Customer use PeopleSoft Update Manager to apply changes delivered in PeopleSoft Update Images.
  • Introduced with the delivery of PeopleSoft 9.2 and designed to reduce the cost to stay current, PeopleSoft Update Manager transforms how customers adopt PeopleSoft changes. With PeopleSoft Update Manager, customers can:
    • Get Innovative New Capabilities without Upgrading
    • Take Only the Changes They Want, Tailored to Their Specific Needs
    • Determine When They Adopt Changes
    • Retain Strategic Customizations
    • Get Current Regardless of Prior Changes
  • PeopleSoft 9.2 Update Image 4 provides expanded mobile capabilities for employees on the go with:
    • The new Mobile Project Time Entry solution.  This mobile solution allows customers to accelerate cash flow by capturing billable time from employees regardless of where they are on their mobile devices. 
    • Enhanced existing mobile solutions including: Mobile Approvals extended to Treasury and Mobile eProcurement which now can include punch-out supplier items.
    • Mobile approvals via HTML email.  Now customers can approve over 25 transactions including: job offer, transfer, promotion, purchase order, expenses, and more directly from their email client without having to log into PeopleSoft.
  • Oracle’s PeopleSoft In-Memory Applications are unique solutions that combine best-in-class applications with high performance hardware that enable customers to make smarter decisions, reduce costs, and accelerate business processes.
  • PeopleSoft customers can extend the value of their existing PeopleSoft solutions through delivered integrations to value add Oracle Applications.  PeopleSoft 9.2 Update Image 4 includes bi-directional integration between PeopleSoft Human Capital Management 9.2 and Oracle’s Taleo Recruiting Cloud Service.  This out-of-the-box integration is also delivered for PeopleSoft Human Capital Management 9.1.  In addition, PeopleSoft 9.2 Update Image 4 includes new integration between PeopleSoft Financials and Oracle’s Fusion Accounting Hub to aid customers in consolidating multiple General Ledger systems.
  • New WorkCenters like the Asset Management WorkCenter and the Maintenance Management WorkCenter drive higher business productivity by bringing a user’s work (e.g. tasks, exceptions, and alerts) to them in a single, highly usable and interactive page.  The existing Contracts WorkCenter and the Grants WorkCenter have been enhanced to deliver even more poignant, actionable information like contracts set to expire and grant milestone due dates.
  • The free text search across multiple objects and multiple instances introduced in PeopleSoft 9.2 is expanded in PeopleSoft Update Image 4 to encompass PeopleSoft Supplier Contract Management content.  Users can quickly retrieve accurate and actionable search results for a more efficient search-driven approach to navigating.
  • In addition numerous legal and regulatory updates have been included in this PeopleSoft Update Image, including support for 2013 tax updates E and F for the US.
  • Existing PeopleSoft customers and partners may access release notes including PeopleSoft Financials and Supply Chain Management (FSCM) Update Image Overview (Through Update Image 4) and and various other PeopleSoft 9.2 materials at My Oracle Support.


Supporting Resources

Monday Dec 02, 2013

Upgrading to 9.2 - Info You Can Use (Part 3 - Eliminate Customizations)

Guest Blogger:    Shamus Kahl, Senior Practice Director, Oracle Consulting Solution Centers

Are your CEMLI’s Holding You Back?    PeopleSoft 9.2 provides a high degree of configuration and new functionality, which provides the ideal opportunity to eliminate customizations from older releases.

Upgrading your enterprise applications can be an intimidating experience depending on your organization’s level of customizations. Often times these customizations can have an on-going effect on your organization causing increased complexity, less flexibility, and additional maintenance cost.

Organizations that reduce their dependency on customizations:

  • Reduce complexity by up to 50%
  • Reduce the cost of future maintenance and upgrades
  • Create a foundation for easier enablement of new product functionality and business value
Oracle Consulting offers a complimentary service called Oracle CEMLI Benchmark and Analysis, which is an effective first step used to evaluate your PeopleSoft application CEMLI complexity. The service will help your organization understand the number of customizations you have, how you rank against your peer groups and identify target areas for customization reduction by providing a catalog of customizations by object type, PeopleSoft application module, CEMLI ID or Project ID and Business Process.

Whether you’re currently deployed on-premise, managed private cloud or considering a move to the cloud, understanding your customizations is critical as you begin an upgrade. Learn how you can reduce complexity and overall TCO with this informative screencast. For more information or to take advantage of this complimentary service today, contact Oracle Consulting directly at ask-oracleconsulting.com_us@oracle.com.

Tuesday Nov 12, 2013

Upgrading to 9.2 - Info You Can Use (part 2 - Get Hands On Experience)

Our guest blogger, Rebekah Jackson, continues with a series of helpful hints on planning your upgrade to PeopleSoft 9.2.

Get Hands-On Experience With a an Easy to Install Demo Image

Once you have identified the features you believe can add value (see part 1 of this series here), we recommend that you use our Demo Images to quickly create a PeopleSoft environment where you can try out the new features. The Demo Images are virtual machines that run in VirtualBox.   They contain a fully functioning PeopleSoft environment, including the database, PeopleTools, and the application.  These images can be loaded onto nearly any sized machine that meets the specs outlined in the documentation, including a powerful desktop machine.     The image allows you to very quickly deploy a fully functioning PeopleSoft instance that you can use to explore new features and functions or run a conference room pilot.

To take advantage these Demo Images:

  1. Go to the Demo Images Home Page (Doc id 1552548.1) on My Oracle Support.
  2. Use the " Demo Image Quick Start Guide" and additional documentation links on that page to download and install your desired Demo Image.
  3. When installed, use the Demo Image to explore the desired features and capabilities.

Important Notes:

- It is not required to use the Demo Images to evaluate features and functions – any 9.2 instance will support this. We recommend use of the Demo Images because the setup and configuration is dramatically faster than doing a traditional PeopleSoft install.

- For those looking to explore new features and capabilities on PeopleSoft 9.1 releases, we have provided virtual machine images using the Oracle Virtual Machine technology. Details and links are available in Oracle’s PeopleSoft Virtualization Products page (Doc id 1538142.1).

Monday Oct 28, 2013

Upgrading to 9.2 - Info You Can Use (part 1)

Rebekah Jackson joins our blog with a series of helpful hints on planning your upgrade to PeopleSoft 9.2.  

Find Features & Capabilities

There are many ways that you might learn about new features and capabilities within our releases, but if you aren’t sure where to start or how best to go about it, we recommend:

  1. Go to www.peoplesoftinfo.com
  2. Select the product line you are interested in, and go to the ‘Release Content’ tab
  3. Use the Video Feature Overviews (VFOs) on YouTube and the Cumulative Feature Overview (CFO) tool to find features and functions.
    1. The VFOs are brief recordings that summarize some of our most popular capabilities. These recordings are great tools for learning about new features, or helping others to visualize the value they can bring to your organization. The VFOs focus on some of our highest value and most compelling new capabilities. We also provide summarized ‘Why Upgrade to 9.2’ VFOs for HCM, Financials, and Supply Chain.
    2. The CFO is a spreadsheet based tool that allows you to select the release you are currently on, and compare it to the new release. It will return the list of all new features and capabilities, by product. You can browse the full list and / or highlight areas that look particularly interesting.
  4. Once you have a list of features by product, use the Release Value Proposition, Pre-Release Notes, and the Release Notes documents to get more details on and supporting value statements about why those features will be helpful.
  5. Gather additional data and supporting information, including:
    1. Go to the Product Data Sheets tab, and review the respective data sheets. These summarize the capabilities in the product, and provide succinct value statements for the product and capabilities.
    2. The PeopleSoft 9.2 Upgrade page, which has many helpful resources.

Important Notes:

  -  We recommend that you go through the above steps for the application areas of interest, as well as for PeopleTools. There are many areas in PeopleTools 8.53 and the 9.2 application releases that combine technical and functional capabilities to deliver transformative value.

   - We also recommend that you review the Portal Solutions content. With your license to PeopleSoft applications, you have access to many of the most powerful capabilities within the Interaction Hub.

   -  If you have recently upgraded to PeopleSoft 9.1, and an immediate upgrade to 9.2 is simply not realistic, you can apply the same approaches described here to find untapped capabilities in your current products. Many of the features in 9.2 were delivered first in our 9.1 Feature Packs. To find the Release Value Proposition, Pre-Release Notes, and Release Notes for these releases, search on ‘PeopleSoft 9.1 Documentation Home Page’ on My Oracle Support, and select your desired product area.

Monday Jul 15, 2013

10 Innovations in PeopleSoft 9.2 - #1 Unified Navigation With The PeopleSoft Interaction Hub

With PeopleSoft 9.2 you can take advantage of the latest capabilities in the PeopleSoft Interaction Hub.   You can use the Interaction Hub as the gateway for all your PeopleSoft applications and beyond.    This makes unifying PeopleSoft application content easy with common security and provisioning, branding, global search, and seamless unified navigation across your enterprise.     In addition you can facilitate enterprise collaboration with Workspaces, wikis, blogs, and discussions.   The solution is highly configurable and provides everything from company wide branding down to role based personalization options.   With unified navigation users have access to all their self service needs across HCM, Finance, Procurement, Supply Chain, and CRM with just one click.    The new global search capability provides a simple yet powerful tool for users to find and act on information regardless of which PeopleSoft product or database instance the information happens to reside.   From the same home page, users can search and act on a variety of  tasks such as job openings, employee data, performance reviews, life event changes, purchase orders, invoices, expenses and more.    A restricted use license of the PeopleSoft Interaction Hub is available to all PeopleSoft application customers free of charge.    For more details on the PeopleSoft Interaction Hub check out YouTube Video Feature Overview here and ongoing updates in our PeopleSoft Technology Blog link to the right of this posting.


Monday Jun 24, 2013

10 Innovations in PeopleSoft 9.2 - #2 Lower TCO With The Peoplesoft Update Manager

With the new PeopleSoft Update Manager in PeopleSoft 9.2 the way you manage updates to your PeopleSoft systems puts you in control of all changes on your schedule.   You can selectively apply patches with reduced time, effort, and cost.    Bundles and Maintenance Packs are no longer used.      Instead, a tailored custom package is automatically generated based on the parameters you select from the latest PeopleSoft source image.   You have access to all updates from Oracle on a cumulative basis and can select and search for specific updates such as new features, legal and regulatory changes, or a patch related to a specific issue, process or object.    Any prerequisites are automatically identified.  The  process of generating a change package is enabled through a new wizard with easy to follow steps and options.     As changes are introduced to your test environment the PeopleSoft Test Framework provides a closed loop process to run regression tests scripts against your changes.  For a quick overview of the PeopleSoft Update Manager check out the Video Feature Overview here:

PeopleSoft Update Manager Video Feature Overview


Monday Jun 03, 2013

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!

Tuesday May 21, 2013

10 Innovations in PeopleSoft 9.2 - #5 Optimizing Liquidity with PeopleSoft Cash Management 9.2

Liquidity is the holy grail of cash management. Optimizing liquidity is a daily challenge for Cash managers. They have to maintain that delicate balance between having enough cash to make their payments without having too much cash sitting idle in low interest vehicles. PeopleSoft Cash Management 9.2 delivers the much improved Cash Positioning and Forecasting tool to help address this challenge.

Residing in the enterprise makes it really easy for the Cash Position Worksheet to gather transactional data from the entire enterprise. Payments, Receipts, Purchase Orders, Payroll amounts are all directly accessible from Accounts Payable, Accounts Receivable etc. Delivered views enable the Cash Position to access this data from their respective sources. This information is processed against the imported bank statement to get an accurate snapshot of the corporate cash balance position.   What about about the transactions that are not in PeopleSoft that you would want to be reflected in the Cash Position?  PeopleSoft Cash Management 9.2 delivers web services that allows third party data to be brought into the cash position very easily.

We also understand that you want to analyze your cash position across different parameters like Bank Accounts, Currencies, Business Units and more. Instead of creating different worksheets for each of these parameters, our Cash Positioning tool can slice and dice the numbers across four delivered dimensions of Bank, Bank Account, Currency and Business Unit. In addition, users can define their own dimensions for their analysis.

To round this off, there are representative charts to display your numbers on the Cash Position page; a trend analysis graph to show your numbers over the next month and a pie chart to show how the numbers are split up.

Salient features of this tool are

  • Single worksheet that gathers transactions from the entire enterprise
  • 7 day forecast in one single screen
  • Drill down to the transaction from the worksheet itself
  • Graphical trend analysis
  • Pre-calculated numbers that can be sliced and diced across various dimensions

The calculated worksheet can be used for several purposes –

  • Accurate Snapshot of Cash Balances
  • Comparison of Actual vs Forecast
  • What if Analysis with weighted changes to calculated numbers

Accurate, integrated, enterprise-wide cash forecasting is an ongoing challenge facing Cash Managers around the world. PeopleSoft Cash Management 9.2 provides leverage to the Cash Manager by providing a collection area for all banking activity, and that activity can be recognized as inflow versus outflow when it comes to cash. Optimizing liquidity is critical and it is now something that can be managed through PeopleSoft Financials.

About

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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